GE has been in the news for many of the wrong reasons over the past couple of years and it looks like it will continue to be for the next few years as it begins its dismantling. The first to […]
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Lighting News: Cree, Philips, Hubbell Lighting, Eaton Lighting
Along with earnings updates, the last couple of weeks have brought lighting news from Cree, Philips, Hubbell Lighting and Eaton Lighting. Their recent announcements shed light on where the “Big 7” (Acuity, Eaton Lighting Solutions, Hubbell Lighting, Philips Lighting, Current […]
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Mayer Goes Premier; Changing Switchgear Market
Last week, Mayer Electric announced that it was converting all of its branches to Square D by Schneider Electric (Square D) for switchgear and control products. This decision impacted their North Carolina, South Carolina, Tennessee, Houston and Pittsburgh locations as they […]
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It’s the beginning of a quarter so you now what that means … quarterly reports which gives us some insight into the overall marketplace. Acuity conducted their call yesterday and unfortunately they missed revenue and profitability expectations. Perhaps its a […]
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Changes in the Wire / Cable World, Prysmian Wins General Cable
Recent news of Prysmian winning the General Cable sweepstakes brings a close to the auction of the business that was started this summer as both have benefited from higher copper prices … and hopefully that helped General Cable optimize its […]
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What’s the Value of a Manufacturer’s Brand?
Over the past few months as we’ve sat in strategy development meetings with distributors, reviewed distributor purchasing information and talked to manufacturer reps and contractors we’ve seen a purchasing trend that is roiling the industry. The trend, which mirrors what […]
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2018 NAED Eastern Recap & Observations
Just before Thanksgiving we attended the NAED Eastern Region conference which was held at the Marriott Tampa Waterside (which is a good hotel for this meeting). The Eastern kicked-off the 2018 NAED Regional Conference schedule. The meeting had a reported […]
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Earnings season continued and since we’ve covered lighting, switchgear but only a couple of infrastructure companies, we thought we’d touch on a few more: ABB (T&B) From the earnings call with a focus on ABB Electrification, T&B and the US […]
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The lighting industry has dramatically changed over the past 5 years. Name brand companies, who have been and in most cases still are, have lost overall share to companies that are “unfamiliar” to many. Distributors now comment that their lighting […]
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Hubbell and Pentair (Hoffman / Erico) released their Q3 earnings reports this week. Overall they show slow growth with most of that growth non-resi and leaning towards industrial. Hubbell’s performance appears to be somewhat constrained due to Hubbell Lighting whereas […]
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