A few weeks back I was running around central Missouri and the local commercial yards were having home builders out the KC suburban area showing up and buying out everything they had because the large metro area commercial yards were oversold and projects were stopping half finished due to shortages.
That can happen in very short term.
Some mentioned Lowes, they are a retail lumber supplier.
Contractors us building supply companies. Selection and quality is the issue for builders. And the sales are huge packages. Totally different market than retail lumber.
Contractor supply company never buy in less than truckload lots.
DIY supplies hardly ever buy full truck loads.
The credit risk in the Contractor supply companies is significant.