Last month NAED announced Savoy House as a new manufacturer member. While I know none of us can know every manufacturer that serves the industry, this one piqued my interest. Merrimack Group, an M&A firm specializing in the lighting space, […]
For years we’ve heard about the need for grid modernization and once of the concerns regarding the growth of data centers is power generation. Industrial factories also play into this. Power generation construction, and subsequent maintenance, is, and will, represent […]
As manufacturers and distributors seek areas for growth as well as beginning their 2027 planning (yes, there are manufacturers looking this far ahead), Chris Sokoll from DISC shares an idea called “economic clustering” and highlights how this complementary market approach […]
The data center market seemingly changes on a daily basis. There are new data center construction announcements. The hyperscalers announce new partnerships. There is new technology designed to support the latest platforms and unleash more capabilities. And there is a […]
Data centers are set to drive $650-$900 billion in 2026 CAPEX, making them one of the strongest growth engines in nonresidential construction and distribution. The opportunity spans the full ecosystem—from upstream IT components to midstream REIT and hyperscale infrastructure to […]
Rockwell Automation announced fiscal 2Q 2026 results on May 5 and sales were up 12%, organic sales increased 9%, to $2.239 billion. Management explicitly cited improving demand across warehouse automation, data centers, semiconductors, and energy. Rockwell’s enterprise operating margin rose […]
Rexel’s North American group was again the star performer for the company according to their 2026 Q1 earnings call. While the overall business was up only 3.4%, and all regions showed positive growth for the first time in 11 quarters, […]
At the end of the year, Neil Ashe, CEO of Acuity, described the 4th quarter (their first quarter) lighting business as “tepid”, and our 2025 Q4 Pulse of Lighting report affirmed, and shared a 2026 Outlook If the definition of […]
While the electrical market is the poster-child for the phrase “every market is a local market”, it helps to have a macro frame of reference to guide you in what to look for. In the housing industry, there are two […]
Lowe’s beat profit expectations, while Home Depot did not, and Lowe’s reported growth in comparable sales (sales of stores open at least 13 months) that outpaced that of Home Depot for a second straight quarter. Stepping back, the fact that both showed […]
