SiteOne Landscape Supply Collaborates with Goodway Group to Boost Growth
Partnership Announcement: Goodway Group has been selected by SiteOne Landscape Supply as its paid media strategy partner to enhance growth among professional customers in various landscape supply categories.
Strategic Focus: The collaboration will involve a comprehensive onboarding and planning phase aimed at creating a full-funnel, measurement-driven media program that simplifies the customer journey and fosters loyalty.
Goals and Objectives: Goodway Group will conduct competitive market analysis and budget modeling to ensure that SiteOne's media investments align with growth priorities and deliver measurable business outcomes.
Vision for Growth: SiteOne's leadership emphasizes the importance of this partnership in advancing their marketing sophistication and building lasting customer relationships through a customer-first approach.
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- Oversold Indicator: SiteOne Landscape Supply Inc (Ticker: SITE) hit an RSI of 29.7 during Monday's trading, indicating an oversold condition that suggests recent heavy selling may be exhausting, prompting investors to consider buying opportunities.
- Price Fluctuation: SITE shares reached a low of $126.86, with the current trading price at $128.21, showing a significant recovery from the 52-week low of $101.25, yet still far from the 52-week high of $168.56, reflecting market uncertainty.
- Market Comparison: Compared to the S&P 500 ETF (SPY) with an RSI of 36.7, SITE's oversold status may attract bullish investors, particularly in a context where the overall market is performing relatively strong.
- Investor Sentiment: Although current market sentiment leans cautious, SITE's oversold signal could lead investors to reassess their strategies, seeking potential rebound opportunities in future trades.
- Share Reduction Transaction: On February 17, 2026, 59 North Capital Management disclosed the sale of 208,619 shares of SiteOne Landscape Supply, with an estimated transaction value of $26.41 million, reflecting a risk management strategy in response to market volatility.
- Asset Allocation Change: Following this sale, SiteOne now represents 5.65% of 59 North's assets, with its top five holdings including AER, DTM, NWSA, KMI, and LPX, indicating a focus on diversified investments.
- Strong Financial Performance: SiteOne reported a 4% increase in net sales to $4.7 billion for the fiscal year 2025, with net income rising 23% to $151.8 million, demonstrating its sustained competitiveness and profitability in the landscape supply market.
- Future Growth Expectations: Management anticipates low single-digit organic growth in 2026 and further margin expansion, suggesting that while SiteOne is not a hyper-growth story, its stable cash flow, share repurchases, and pricing power provide confidence for long-term investors.
- Sales Growth: SiteOne achieved a 3% net sales increase in Q4 2025, reaching $1.05 billion, with a 4% growth for the full year, demonstrating resilience and stability in market share despite weak demand.
- Adjusted EBITDA Increase: The adjusted EBITDA rose 18% to $37.6 million in Q4, reflecting successful cost control and operational efficiency, which is expected to support future profitability.
- Acquisition Strategy: The company completed eight acquisitions in 2025, contributing approximately $55 million in annual sales, showcasing its proactive approach to expanding market share and product lines, thereby enhancing competitive positioning.
- Future Outlook: Management expects adjusted EBITDA for 2026 to range between $425 million and $455 million; while new residential construction is anticipated to decline, growth in maintenance demand is expected to offset this impact, indicating confidence in future market conditions.
- Earnings Performance: SiteOne reported a Q4 GAAP EPS of -$0.20, beating expectations by $0.11, demonstrating resilience despite still being in a loss position.
- Stable Revenue Growth: The company achieved revenue of $1.05 billion, a 4% year-over-year increase, aligning with market expectations and indicating stable sales performance in a competitive environment.
- Margin Improvement: Gross profit rose 6% to $356.8 million, with gross margin improving by 80 basis points to 34.1%, reflecting effective cost control and pricing strategies.
- Significant Cash Flow Increase: Cash provided by operating activities surged by $45.4 million to $164.8 million, enhancing the company's liquidity and financial flexibility, supporting future investments.
- Sales Growth: SiteOne's net sales for fiscal year 2025 reached $4.70 billion, a 4% increase driven by stable demand in the maintenance market and effective sales initiatives, demonstrating the company's resilience in challenging conditions.
- Margin Improvement: The gross margin for fiscal year 2025 improved by 40 basis points to 34.8%, reflecting enhanced price realization and positive contributions from acquisitions, which bolster the company's profitability and competitive position in the market.
- Adjusted EBITDA Growth: Adjusted EBITDA for fiscal year 2025 increased by 10% to $414.2 million, with the adjusted EBITDA margin improving by 50 basis points to 8.8%, indicating ongoing enhancements in operational efficiency and cost management.
- Strong Cash Flow: Cash provided by operating activities increased by $17.1 million to $300.5 million in fiscal year 2025, showcasing the company's robust performance in profitability and cash management, which supports future investments and growth.








