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Manufactured Housing Company-Owned Retail Home Sales Mix

measures the share of factory-built homes sold through company-owned retail centers rather than wholesale channels.

By Lee BaileyPublished Sep 30, 2026
Research context

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Research date
Sep 30, 2026Use the dated article and cited sources for the definition, examples, and stated limitations.
Operating-model context
12 connected conceptsPart of the reviewed Manufactured Housing Economics; issuer definitions remain distinct where disclosed.
Company examples
1 reviewed companyRelationships reflect supported examples, not a normalized cross-company KPI ranking.
  1. Channel mix changes reported revenue per home
  2. Unit mix is not revenue mix
  3. Part of the Manufactured Housing Economics
  4. See It in Company Research
  5. Continue Research

Manufactured housing company-owned retail home sales mix measures the share of factory-built homes sold through company-owned retail centers rather than independent wholesale channels.

Cavco sold 1,378 of 5,657 homes through company-owned retail sales centers in the quarter ended June 27, 2026, or about 24.4% of reported unit sales.

Channel mix changes reported revenue per home

Retail transactions can include installation, utility connections, site improvements, landscaping, and other services that are not part of a basic wholesale home sale.

That means a rising retail mix can lift net revenue per home sold even without an equivalent change in factory pricing.

Unit mix is not revenue mix

The percentage uses homes sold as the denominator. Retail homes can carry different revenue per unit than homes sold to independent retailers, builders, communities, and developers.

Pair it with retail sales center count when evaluating direct-to-consumer expansion.

Primary source: Cavco Q1 fiscal 2027 Form 10-Q.

Part of the Manufactured Housing Economics

Connects factory-built housing unit and module volume, backlog, HUD-code market exposure, direct-retail channel mix, physical footprint, per-home monetization, financial-services mix, and gross-margin conversion.

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Compare company-owned retail unit mix without treating unit share as revenue share or financing penetration.

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