I had the chance to sit in on a demo of Lantern’s AI forecasting platform recently, and it was one of the more compelling tools I have seen in a while. The team is tackling a problem every distributor knows too well. Distributors are carrying more inventory than they want, chasing fill rates they cannot afford to miss, and leaning on ERP rules that were written when the … [Read more...] about Lantern’s AI Forecasting: A New Era for Distributors
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Watsco’s Q3 2025 Results: Better Than Feared, but Not Out of the Woods Yet
Watsco’s Q3 2025 results offered a sigh of relief for HVAC distributors and manufacturers watching the A2L refrigerant transition unfold. Earnings per share of $3.98 missed Wall Street consensus by about 6 percent but came in ahead of buy-side expectations. That mix of mild disappointment and cautious optimism perfectly sums up where the HVAC channel sits today: weathering … [Read more...] about Watsco’s Q3 2025 Results: Better Than Feared, but Not Out of the Woods Yet
How Far Off “Typical” Are Your Processes? And What Is It Costing You?
Last week I had the opportunity the Infor Velocity Days event held in Orlando. Overall, I was very impressed with the quality of the information presented and the knowledge that the guest speakers brought to the table. Two sessions that really resonated with me dealt with the question How far off of typical are your processes, and The Hidden Cost of Customizing Your ERP … [Read more...] about How Far Off “Typical” Are Your Processes? And What Is It Costing You?
Show Me the Value: Why HR Needs Receipts
HR often sits in a strange space inside organizations. Employees are wary because they see HR as working for management, not for them. Leadership, meanwhile, gets frustrated when HR leaders say they want to be “strategic” but then spend their time bogged down in the tactical weeds. Over the years, I have worked closely with HR leaders in different contexts. Too often, I … [Read more...] about Show Me the Value: Why HR Needs Receipts
