Let’s take a look at some of the recent quarterly calls from manufacturers in the electrical space to see if there are any trends … Eaton From their analyst call, and we’ll focus on their electrical information rather than the […]
nVent shared its 2019 Q1 earnings report and, while positive, seemed to be underwhelming or perhaps a harbinger of the industry’s performance in Q1. nVent encompasses the businesses of Erico, Hoffman and there is a Thermal Management business. From their […]
eCommerce is more than, in the words of an Amazon and MRO analyst, “click and ship”. eCommerce is about a methodology and a mindset to do business more electronically. In fact, the commerce element can be very diversified, especially for […]
Interesting article in Electrical Wholesaling, “Amazon Business is Growing. Do Distributors Have a Plan” written by Unilog essentially saying you need to either join or fight Amazon Business because they are / will be taking over the distribution business (and […]
WESCO and Grainger both recently held their EOY / Q4 earnings calls. Reviewing them highlights that these two companies, while both serving primarily the “industrial” market, are really a tale of two companies with differences being: Business focus … CapEx […]
Recently I participated in a networking group that included a number of MRO buyers. The subject was trends in the MRO space. Granted many of the attendees were larger MRO buyers, but the feedback indicated a change in buyer purchasing […]
Every year there is much talk about M&A (mergers and acquisitions). Some companies forecast it into their budget. For some it is part of their culture to always be seeking opportunities. Some it is a new growth venture. But each […]
Continuing our 2018 Q3 earnings report coverage, last week we covered a number of industrial distributors to get a sense of the industrial market as well as highlight competitors to electrical distributors and potential electrical sales leakage sources. Now let’s […]
Conventional wisdom is that Amazon Business is not good for MRO and construction distributors.They are a technological behemoth that knows nothing about “our space” and are only successful because they can: throw money at the issue / opportunity have the […]
Last week AD expanded its Bearings and Power Transmission (B/PT) group through a merger with IDC-USA, a group that was focused on the bearings and power transmission industry. Tom Gale, our friend at MDM and a veteran of the industrial space, […]
