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The Second Derivative of Acquisitions / Mergers
David Gordon Posted On July 9, 2024

Second Derivatives of Acquisitions

The second half of the year has started and the first week brought acquisitions / mergers and news that will, and could, influence many other factors. In most industry acquisitions, the acquisition of one company by another typically has most […]


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Industry Outlook  / Lighting  / Research Reports
Challenged Lighting Market Affirmed- Q2 Pulse of Lighting Report & Acuity
David Gordon Posted On June 28, 2024

Pulse of Lighting Acuity Brands

The US lighting market continues to be “challenged” according to our Q2 Pulse of Lighting (click here if you’d like to order for only $35) report and affirmed by this Acuity’s Q3 earnings report this morning (they are on a […]


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Industry Consolidation  / Industry Outlook  / Research Reports
Electrical Observations on the 2024 MDM Top Distributor List
David Gordon Posted On June 24, 2024

MDM 2024 Top Distributor Webinar

A couple of weeks ago I had the opportunity to participate in MDM’s Top Distributor podcast with Mike Hockett and Tom Gale from MDM as well as Craig Webb from Webb Analytics (who talked about the Building Supplies industry) and […]


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Industry Consolidation  / Industry Outlook  / More Insights
Structuring Mergers and Acquisitions
David Gordon Posted On June 13, 2024

Merger Acquisition Structure

Acquisitions continue to transform the electrical distribution industry as evidenced by Border States acquiring Dominion Electric, Sonepar Acquiring Standard and Madison Electric, Electrical Wholesalers (a USESI operating company) acquiring ASKCO, Graybar’s Valin business acquiring Dynamic Solutions, and Rexel acquiring Talley […]


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Advocacy  / Awards  / Distributors  / Industry Outlook
MDM Top Electrical Distributor Webinar June 13
David Gordon Posted On June 6, 2024

MDM 2024 Top Distributor Webinar

It’s that time of year when publications put out their Top Distributors list based upon 2023 performance. This year I’m pleased to share that I’ll be participating in MDM’s Top Distributors webinar. During the session on June 13th at 1:00pm […]


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Associations  / Industry Outlook  / More Insights
NAED 2024 National Meeting Observations … Improving Market, Aspirational Goals
David Gordon Posted On May 31, 2024

NAED 2024 National Meeting

Last week’s NAED National Meeting was the first under its new president, Wes Smith. While it wasn’t a “party”, it did celebrate a number of people at the Chairman’s Awards dinner, recognized many manufacturer and service provider sponsors, hosted about […]


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Industry Outlook  / Lighting  / Manufacturers  / More Insights  / Research Reports
Acuity and the Q1 Pulse of Lighting
David Gordon Posted On April 7, 2024

Acuity Earnings Call

Last week’s Acuity quarterly earnings report coincided with the release of our Pulse of Lighting report and, surprisingly, the Acuity’s performance mirrored the Pulse of Lighting results. Many have expressed concern for the first quarter, especially on the lighting side […]


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Contractors  / Customer Service  / Industry Outlook  / Manufacturers  / More Insights
Switchgear Delays
David Gordon Posted On April 1, 2024

Switchgear Delayed

The switchgear supply chain issues are well documented and well known … and the continue to plague the industry, delaying distributor sales and hindering the performance of other manufacturers whose products cannot be installed until switchgear is performed. Prior to […]


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Industry Outlook
Q1 Pulse of Electrical Sales
David Gordon Posted On March 31, 2024

Pulse of Electrical Sales

The calendar has turned and Q1 is now history for electrical distributors. Based upon feedback from many it appears to have been a challenge for most. Reportedly a slow January with slightly better in February and some early sprouts of […]


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Distributors  / Industry Consolidation  / Industry Outlook  / More Insights
Border States, Sonepar, Grew $800M Last Week
David Gordon Posted On March 28, 2024

Electrical Distribution Mergers Acquisitions

Last week, another $800 million of independent distributor revenue was absorbed by national chains between Border States’ acquisition of Dominion Electric and Sonepar’s acquisition of Standard Electric and Madison Electric, “sister” companies in Michigan. The acquisition of $374 million Dominion, […]


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