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Leaders and Laggards – Graybar, AD, Grainger and WESCO Q3 Reports
David Gordon Posted On November 1, 2016

Market Update

Over the past week we’ve been able to gain a sense of the distribution market with major distribution “networks” reporting quarterly performance.  Last week we shared Rexel’s North American (and US) performance. Now we have insight from Graybar, AD and […]


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Lights On, Lights Off – The Tale of Cree and Acuity
David Gordon Posted On November 1, 2016


You may remember the tv ads for The Clapper.  The device where you clapped and the lights went on; clap again and they went off.  It appears to be making a comeback, albeit as an analogy for Acuity and Cree. […]


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Construction Process Disruption & 2017 Dodge Construction Forecast
David Gordon Posted On October 25, 2016


Many at last week’s Dodge Data & Analytics Construction Outlook conference, which coincided with the AD North American Meeting at the same hotel, over 170 manufacturers and retailers attended to gain insights into 2017.  While many came for the outlook […]


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AD Ascends
David Gordon Posted On October 23, 2016


Ascend was the theme of last week’s AD North American Meeting which brought together over 1000 distributors and manufacturers from the U.S., Canada and Mexico.  While the theme of “ascend” was defined by Bill Weisberg in various ways as “clarity […]


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Industry News  / Lighting  / Lighting2  / More Insights
Confusion in Street Lighting?
David Gordon Posted On October 5, 2016


Street lighting represents a growth opportunity for electrical and lighting distributors as well as manufacturers (and yes, some sell direct to municipalities).  And the recent acquisition by Verizon of Sensity, and Acuity’s involvement in Sensity, which ElectricalTrends has commented on, […]


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“Can you hear me now?” – Verizon
David Gordon Posted On September 19, 2016


Many may remember the Verizon commercials titled “Can you hear me now?” And while the spokesperson may have moved to Sprint and is focusing on price, the lighting industry may now be hearing Verizon calling. And electrical and lighting distributors […]


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Energy Efficiency & Evolution of Utility Rebates
David Gordon Posted On September 8, 2016


A continued growth area for distributors is energy efficiency.  While new construction, almost by definition, will utilize “energy efficient” products, the renovation market is where there is continued growth potential.  It requires companies to be aware of the benefits, their […]


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Industrial LED Lighting … An Opportunity?
David Gordon Posted On August 30, 2016


2016 has been a challenging year for many industrially-oriented electrical distributors.  Between the decline and ripple effects of oil and gas markets, the strength of the dollar constricting the OEM market, the agricultural equipment market stagnating and economic growth being […]


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What’s Going on With Cree?
David Gordon Posted On August 21, 2016


Earlier this week Cree announced its 2016 fourth quarter fiscal year performance.  The following are notes from their investor call but, the end result was essentially “what’s going on with Cree?” given that the stock essentially tanked thereafter. From their […]


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Changing Lighting Relationships
David Gordon Posted On August 1, 2016


Monday was “movement day” for lighting relationships.  And the changing relationships may say something more about the manufacturers than their partners. WESCO Moves to Current by GE WESCO has been synonymous with Eaton and Phllips Lighting and was / is the […]


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