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Publicly Held Electrical Distributor Q1 Reports
David Gordon Posted On May 2, 2016

Market Update

Anixter, Rexel and WESCO make up the electrical industry’s publicly held distributors.  Here’s what they said on their recent analyst calls / press releases (and, as usual, we’ll focus on their electrical reports): Anixter From an article in the Daily […]


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Industrial Market  / Industry News  / Manufacturers  / More Insights
Pentair (Hoffman / ERICO) and Hubbell Echo Market
David Gordon Posted On May 1, 2016


Continuing with our quarterly reviews, let’s look at Hubbell and Pentair, the parent to Hoffman and ERICO. Hubbell “Solid results. In line with expectations.” Sales up, company-wide, 3% Organic growth of 2% (but foreign currency exchange of -2%!) Completed 2 […]


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Industrial Market  / Industry News  / Manufacturers  / More Insights  / Profitability
So how was the first quarter for ABB and Schneider Electric / Square D?
David Gordon Posted On April 28, 2016


We’re a month past the first quarter and publicly held companies are starting to report their quarterly reports.  Here we review ABB and Schneider Electric. (comments are in italics) ABB Within the channel we think of ABB as ABB products and […]


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Distributors  / Industrial Market  / Industry News  / More Insights
Grainger’s Q1 2016 Highlights Industrial Challenges
David Gordon Posted On April 18, 2016


Grainger released its Q1 results today. Historically they represent a proxy for the industrial and industrial MRO market so we decided to review for insights…(italics are commentary).  The bottom line is that business is essentially flat in the US with […]


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“Recession Risk Not High” But Electrical Sales Projected to Decline
David Gordon Posted On March 28, 2016

Market Update

With Q1 coming to an end, market (as in industry, not Wall Street), watchers are projecting a continuing, and slightly accelerated, sales decline, at the national level, especially for those in the industrial segment.  (But do read down to the […]


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Is lighting a service, a product, a concept or illumination?
David Gordon Posted On March 23, 2016


Over the past couple of months we’ve touched on the changes that the lighting industry is undergoing. While much of it relates to LEDs, the “lamp” business, lighting controls and connectivity, we also mentioned how lighting can become a data […]


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Houston Wire & Cable Earnings
David Gordon Posted On March 13, 2016


Last week Houston Wire & Cable held it’s Q4 / 2015 annual earnings call.  As many in the industry know, Houston Wire and Cable, while categorized as a manufacturer, is, in reality, more of a master distributor given that they […]


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Lighting Opportunities, Round-Up and Relevancy
David Gordon Posted On March 6, 2016


The lighting market continues to represent some of the greatest opportunities for distributors. At the recent NAED South-Central, every lighting manufacturer reported minimum 2015 sales increases of 20%. Goals for 2016 are the same, if not higher. The market is […]


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2016 NAED South-Central Observations
David Gordon Posted On March 1, 2016


Stan and I attended the NAED South-Central, held in Las Vegas, last week.  Reportedly 630 or so people were registered, albeit the “feel” of the meeting left one wondering “where are the people” as the general session seemed lightly attended […]


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Industrial Market  / Industry News  / Manufacturers  / More Insights
Schneider, Encore & Littelfuse Share Performance, Outlook
David Gordon Posted On February 21, 2016


Over the last few weeks there have been a number of end of year / quarterly reports released.  Last week we touched on national, publicly held distributors (Rexel, Grainger, WESCO) so this week we’re going to overview a number of […]


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