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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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Summer 2016 Electrical Earnings Season – Rockwell & Hubbell
David Gordon Posted On July 27, 2016

Market Update

We’re in the summer earnings season so we’ll start to look at what some of the publicly held electrical manufacturers and distributors are saying, with a focus on their U.S. business. We’ll start with Rockwell and Hubbell. Rockwell From their slide […]


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Industry Consolidation  / Lighting  / Lighting2  / Manufacturers  / More Insights
Goodbye to the Big 3 Lamp Companies, Hello New Owners
David Gordon Posted On July 27, 2016


The LED revolution is now complete.  The historical Big 3 lamp companies are essentially either out of the business (Philips and OSRAM Sylvania under new owners) or removed from the business (GE). OSRAM Sylvania’s announcement that LEDVANCE has now been […]


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Growth Strategies  / Industry Consolidation  / Lighting  / Lighting2  / Manufacturers  / More Insights
Cree Streamlines to Expand Lighting
David Gordon Posted On July 19, 2016


Last week Cree streamlined its business by divesting of its Wolfspeed business in an endeavor to expand its lighting business. Wolfspeed, Power and RF division, which includes the silicon carbide substrate business for power, RF and gemstone applications, and was the […]


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Channel Strategies  / Customer Segments  / Lighting  / Lighting2  / Manufacturers  / More Insights
Acuity Delivering on All Cylinders in Q3
David Gordon Posted On June 30, 2016


Acuity announced their Q3 results yesterday.  In an electrical materials market that continues to be rather anemic, the lighting market continues to outperform and Acuity remains the leader among large lighting players.  It appears that Acuity is delivering on all cylinders. […]


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Growth Strategies  / Industry News  / Manufacturers  / More Insights  / Profitability
Weak Jobs Report Impacting Electrical Industry?
David Gordon Posted On June 14, 2016


Earlier this month the headline that many were commenting on was “U.S. Hiring Slowed Dramatically in May; Jobless Rate Falls to 4.7%“.  The story emphasized that non-farm payroll was up only 38,000 jobs and that March and April data were revised […]


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Channel Strategies  / Distributors  / Growth Strategies  / Manufacturers  / More Insights  / Sales Channel
Is Joint Business Planning a Dying Art or a Growth Differentiator?
David Gordon Posted On June 3, 2016


An issue we’re starting to hear more and more about is Joint Business Planning (JBP).  We started hearing rumblings just before the NAED National from some larger distributors and manufacturers that the planning process was taking too long (not getting […]


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Customer Segments  / Distributors  / Industry News  / Lighting  / Lighting2  / Manufacturers  / More Insights
LightFair … a Distributor’s Perspective
David Gordon Posted On May 31, 2016


LightFair, the pre-eminent lighting tradeshow, was held back in April with large crowds in San Diego.  Prior to the show we reached out to some distributors and asked them if they would be willing to share their observations as, given […]


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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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