WATSCO highlighted their continued commitment to digital enablement on May 8th in their 1Q24 investor presentations. In the world of distribution many private or PE companies do not report results, and many public companies do not release detailed strategic initiatives that have more depth than what is provided in the 10K. I eagerly await the annual WATSCO investor … [Read more...] about Opinion- WATSCO Results show a continued focus on digital programs
Market Analysis
AI According to Mike Marks on Driven by DCKAP
AI is all the rage in trade publications, on LinkedIn, for industry conferences (and standalone conferences targeted at distribution) and will probably be a topic at this year's HARDI conference in one-on-one conversations between distributors and manufacturers. The questions that will be asked are: What are you doing? Oh, you’re not doing anything? What are you … [Read more...] about AI According to Mike Marks on Driven by DCKAP
Opinion: What is the future of “Rebate” programs for HVACR Distributors and Manufacturers?
Rebates, Backsides, End Customer Cash Back Programs, etc. whatever you call them are going to be growing in importance every year for the Channel. As I was preparing to head up to Boston this week to speak at the Enable Catalyze Conference, I was reviewing the current state of rebates in the channel. For reference - Enable is partnered with Affiliated Distributors and Net … [Read more...] about Opinion: What is the future of “Rebate” programs for HVACR Distributors and Manufacturers?
Observations from Watsco Q1. Slow but Improving
With Q1 complete, Watsco shared their earnings report. We took a quick read-through to identify highlights and what some areas could mean and could mean for you. The following is taken from a transcript of the call: (and italics are my commentary) “Softer market conditions” with the caveat that Q1 is historically the slow season. Seeing “improved sales trends in … [Read more...] about Observations from Watsco Q1. Slow but Improving
Puro Lighting – Fighting Mold in HVAC Coils (A School Solution?)
One of the lasting benefits of Covid is increased awareness of air quality (AQ) and how this impacts health, productivity, learning, and more. Few had heard of UVC lighting to kill germs. During Covid, a leader in UV lighting, and more importantly, air quality improvement was Puro Lighting. The increased AQ awareness continues today (and with the mysterious ways government … [Read more...] about Puro Lighting – Fighting Mold in HVAC Coils (A School Solution?)
HVAC Fault Detection Insights from Schneider Electric
Consulting & Specifying Engineer (CSE) magazine is conducting a training webinar on Thursday, April 25th with a topic of "What the benefits of HVAC fault detection, plus how to specify it." The description for the webinar is: Within commercial buildings, it is estimated that poorly maintained, degraded or improperly controlled equipment wastes an … [Read more...] about HVAC Fault Detection Insights from Schneider Electric
Opinion – Walmart announces a partnership with Bryant
An interesting announcement from Walmart that is unique foray into the HVACR Distribution Channel By John Gunderson At the end of March Walmart.com announced that they will begin directing HVAC inquiries to Bryant Heating & Cooling dealers as it expands its available offering to its customer bases. Walmart states they are the second largest ecommerce … [Read more...] about Opinion – Walmart announces a partnership with Bryant
