Ferguson FYQ2 Performance Insights
Last week Ferguson shared their FY Q2 performance, which was the equivalent of Q4 2022. Not surprisingly, given the Fed’s interest rate hikes and the resulting impact on the residential …
Insights
Product Availability Issues are easing but still turbulent – The Top 5 tips to manage your supply chain risk
The current economic issues continue to cause a high level of supply chain disruptions that although showing some signs of improvement don’t appear to be going away soon. Plus Bonus …
The Master Group Acquired RSC; PE Strikes
Private equity firms, which always seem to have access to funds, are looking to acquire distributors, believing this is a growth segment for them In the electrical industry, within the …
Bringing Next Gen Data to the HVAC Industry
It’s been a number of years since Forrester Research and Gartner foreshadowed the demise of HVACR distributors and forecasted that the business would 1) go online and 2) be taken …
AD Enters Leadership Training Arena; Association Competition?
AD launched an interesting, and perhaps valuable, initiative that, on the face of it, would appear to target a core element of an association’s value proposition … training. And, it …
AD Enters Leadership Training Arena; Association Competition? Read More »
SPAs, or Ship & Debit, can be Sales and Profit Drivers or Drags
SPAs, or “ship and debit” are special pricing agreements can be an important sales (or marketing, since price, theoretically, is a component of the marketing mix) tool. Over the past …
SPAs, or Ship & Debit, can be Sales and Profit Drivers or Drags Read More »
The IRA … Using OPM to Drive HVAC Sales
OPM. Other People’s Money. Or, perhaps more accurately, your money. Yes, we’re talking about government funding. Your tax dollars and how to recapture some of your tax dollars to help …
Sights & Observations from AHR 2023
Last week John Gunderson and I attended AHR in Atlanta. He shared his observations in a prior post and, we decided to not compare notes so as to share two …
Lennox Reports Strong 2022 Sales, LSD for 2023
Recently Lennox shared its 2022 Q4, and annual, performance and shared some early thoughts on 2023. We thought we’d take a look at their earnings transcript (or here is a …
Opinion – Observations from the 2023 AHR Expo
The Annual 2023 AHR Expo was held this week in Atlanta Feb. 6-8th. As the largest HVACR show in the world, it was packed with hundreds of manufacturers representing over …