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WESCO Reports on 2019
David Gordon Posted On February 7, 2020

WESCO earnings

February is the time for Q4 earnings and outlooks, so, with that let’s look first at WESCO. WESCO From their earnings call: Regarding Anixter, which WESCO cannot share much about, the highlighted a key reason for the acquisition when it […]


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2020 NAED Western Observations
David Gordon Posted On January 26, 2020

2020 NAED Western Observations

Last week’s NAED Western, held in Phoenix and attended by approximately 700 people, was a productive event according to many who attended the industry’s first conference of the year. For many, one of the takeaways was the amount of walking […]


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Clarence Martin passes away
David Gordon Posted On January 17, 2020

Clarence Martin

Last week the industry lost someone universally considered “a good man.”  Clarence Martin, CFO and CEO of State Electric passed away.  He would have been 81 next month. I had the privilege of knowing Clarence for the past 18 years, […]


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Channel Strategies  / Customer Segments  / Distributors  / Industry Consolidation  / Industry Outlook  / Lighting  / Manufacturers  / More Insights  / People in the News
Acuity Report Disappoints; Leadership Changes
David Gordon Posted On January 14, 2020

Acuity Earnings Update

Acuity reported its 2020 Q1 / 2019 Q4 performance last week and reported a XX% sales decline of which their independent channel (C&I distributors) was down XX%.  The question then becomes, “As the industry’s largest US focused lighting manufacturer, is […]


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Q4 Closes Wild Lighting Year
David Gordon Posted On January 2, 2020

Q3 2020 Pulse of Lighting Report

The quarter is over and the year is done. And what a year it was in the lighting industry. It started with the threat of tariffs. Then IDEAL Industries purchased Cree Lighting, shocking the industry. Tariffs came in May and […]


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Electrical Dealtime at Christmastime
David Gordon Posted On December 26, 2019

Dealtime

The holidays are over and its time for every retailer to put their remaining inventory on sale.  In the electrical industry it must be dealtime as “deals” were recently closed / are in discussions as a few acquisitions, or acquisition […]


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SPAs – Is the Cat Chasing its Tail?
David Gordon Posted On December 18, 2019

SPA Cat chasing tail

In a market where most experience margin stagnation or margin erosion, strategies that can help improve profitability, potentially capture sales and as enhance / ensure quality processes, should be embraced. One of these strategies, which we’ve highlighted this fall, is […]


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Lighting it Up, Chicago-style
David Gordon Posted On December 5, 2019

Lighting it Up Chicago-style

According to Edison Report, there is “war in Chicago. Force Partners, the Cooper Lighting Rep, Sues KSA Lighting and Acuity Lighting.” Wow!  If you haven’t read the Mueller Report, chances are that you have not read the 27-page complaint filed […]


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Want to Improve Warehouse Productivity?
David Gordon Posted On November 26, 2019

Warehouse Productivity

With a tight economy, tight labor market and tight margins, increasing productivity is more important than ever, especially for warehouse operations where finding qualified staff that can meet HR requirements is harder than ever. And one of the reasons is […]


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Contractors  / Customer Segments  / Distributors  / Industrial Market  / Industry Outlook  / More Insights  / Profitability
WESCO Q3 Outperforms Many, Provides Greater Transparency
David Gordon Posted On November 1, 2019

WESCO earnings

WESCO was the final national distributor to report Q3 earnings this week. Overall they performed well and, surprisingly, the tone of this quarterly called seemed to be more “open” and a little more transparent. From their call and presentation: “Record […]


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