It’s the beginning of earnings season again and we’ve reviewed Acuity’s and Cree’s. It appears to be a tale of two companies. Both are having success in the LED space with Acuity’s net sales up 14% and Cree’s up 11%. The […]
Over the past 30 days there have been a number of lighting announcements that, individually are company-specific but, when aggregated and considered from a category viewpoint, represent a significant lighting change in the industry … and may require distributors to […]
As you may recall, one of the observations from the NAED Eastern was discussions about “partners” and “partnerships”. During the meeting the term ‘partner’ was used frequently by manufacturers, a little less by distributors. Glenn Goedecke’s general session referenced partnerships […]
The end of last week was “acquisition” week. WESCO acquired NESCO Acuity acquired Juno (formerly a division of Schneider Electric and a sister company of Square D) Eaton Lighting acquired Ephesus Lighting Some thoughts and what it could mean: WESCO […]
Yes, that’s the women in leadership roles at GE and Graybar. GE Energy Management announced that Stephanie Mains is the new CEO of GE Industrial Solutions replacing Bob Gilligan who recently retired. For those who are GE Industrial distributors they’ll […]
The question of what influence a distributor has on their customers is often debated. What percentage of the time do customers know what they want (and hence the distributor acts as an “order taker” or fulfillment source) and what percentage […]
Next up on our Quarterly review series is Pentair whom in the electrical industry is best known as Hoffman and now Erico. Two companies with strong brand cache in the industry and with end-users. In the late spring Pentair was […]
Recently Acuity announced it’s Q4 results (they are on a fiscal year) and, as expected, the LED conversion continued to power performance. Highlights from their earnings report included: Net sales increased almost 14% for quarter and year. Net sales volume […]
Earlier this month I attended the AD Electrical Supply Division (ESD) National Annual Meeting (NAM) held at the Gaylord Texan in Dallas. The theme was Together, We Win, a continuation of their recent branding strategy. The meeting attracted about 1,000 […]
Over the past few weeks Allen and I have spoken to a number of distributors and manufacturers and are receiving a range of input. During our discussions we gain a sense of what is occurring within markets. All of our […]
