If you were to ask ten people what “entrepreneurial talent” looks like, there is a very good chance that you’d get ten different answers. Some focus on mindset, others on past results. Some consider traits like curiosity and drive. Dr. Jeff Magee’s “Player Capability Index” takes a structured run at defining entrepreneurial talent by mixing elements of motivation, personal … [Read more...] about Talent Isn’t a Trait. It’s a Trajectory.
Market Insights
Pentagon Pricing Series – Part 1 – Sell Side Pricing
For the past number of months, David Gordon and I have been talking non-stop about pricing and have been busy helping many distributors and manufacturers with their "buy side" and "sell side" programs. As a former pricing leader for two of the largest distributors in North America, I have been remiss in writing as much as we should about buy-side and sell-side pricing. So, … [Read more...] about Pentagon Pricing Series – Part 1 – Sell Side Pricing
Mingledorffs Podcast delivers insight into HVACR opportunities
Last year, I started a series on Mingledorff's after following their content and meeting the team in person at one of their Atlanta locations. I follow the Mingledorff's podcast - Caffeine and Coils hosted by Jenny Brown and Deanna Lassiter as it is one of the only HVACR Distributor podcasts in the channel; … [Read more...] about Mingledorffs Podcast delivers insight into HVACR opportunities
AI at the Crossroads: What Happens Next Depends on Who’s Driving
The conversation around AI is picking up steam, and not just in tech circles. Whether you're in HVACR, construction, distribution, or finance, the ripple effects of AI are starting to hit every corner of the economy. But I think we're asking the wrong first question. It's not just, "What will AI do?" It's, "What kind of society do we want to build with it?" In the HVACR … [Read more...] about AI at the Crossroads: What Happens Next Depends on Who’s Driving
WATSCO 2025 Investor Day highlights key growth programs
In the world of distribution (especially in the HVACR Channel) most private companies do not report results, and many public companies do not release the detailed strategic initiatives that have more depth than what is provided in the 10K. WATSCO once a year does release more details that time to strategic initiatives and I eagerly await the annual WATSCO investor conference … [Read more...] about WATSCO 2025 Investor Day highlights key growth programs
New Research: What HVAC Buyers Expect from Distributors in 2025
New research reveals how buying behavior is changing—and what it means for your ecommerce strategy We recently partnered with BigCommerce to better understand how contractors and institutional buyers are sourcing HVAC, electrical, and industrial supplies—and what they now expect from distributors in 2025 and beyond. The full report is now live: … [Read more...] about New Research: What HVAC Buyers Expect from Distributors in 2025
Loyalty Is Earned. But Sometimes It’s Bought, and That’s a Good Thing
In my experience, contractors can be a fickle bunch. In today’s hyper-competitive HVACR market, contractor loyalty is more important – and more elusive – than ever. A new report from ITA Group and Channel Marketing Group, Building Contractor Loyalty, reveals just how much loyalty programs influence contractor behavior. Contractor Loyalty by the Numbers 57% of … [Read more...] about Loyalty Is Earned. But Sometimes It’s Bought, and That’s a Good Thing
Ferguson Q3 Results highlight Dual Trade Contractor Strategy Performance
Ferguson recently released their Q3 Results through April 30, 2025 and although the pace of Ferguson acquisitions has slowed, their growth remains strong. Their focus on the dual trade contractor (Plumbing and HVACR) continues to be a winning company strategy. Source: Ferguson Q3 results released June 3, 2025 Ferguson shared that Sales were up 4.3% in the Quarter with … [Read more...] about Ferguson Q3 Results highlight Dual Trade Contractor Strategy Performance
Carrier Investor Day shows continued growth built off a strong business base
Carrier's Investor Day, May 19, 2025 provided a deep dive into the HVACR leading manufacturer strategy and results that were enlightening. Often in these high-level investor day presentations, you have to read between the lines. As our HVACR trends are overwhelmingly based in North America, I concentrated on the presentation given by Gaurang Pandya - President - Climate … [Read more...] about Carrier Investor Day shows continued growth built off a strong business base
Solving the HVAC Labor Crunch
Fieldedge's Jessie Barrack shares candid insights on the HVAC labor crisis, the role of technology, and the need for coordinated action across the HVACR distribution channel. How FieldEdge Helps Contractors Do More with Less When we spoke with Jessie Barrack, it is clear that he is carrying the weight of decades in the HVAC space, having worn every hat from call center rep to … [Read more...] about Solving the HVAC Labor Crunch
