The third quarter of 2025 has been a rough ride for the HVAC industry. According to the William Blair's 2025 HVAC Survey, distributors and manufacturers reported softening demand, persistent sticker shock, and an unusually cool summer—all combining to create what the firm called a “rough out there” environment. The William Blair HVAC Index fell 3% year over year, one of the … [Read more...] about William Blair HVAC Survey 2025: Demand Cools, Repair Rises
Sales & Marketing
What Happens When the Market Moves: Scenario Planning for HVACR Distributors
TL;DR: Most leading forecasts point to slower growth or a mild recession in 2026. Scenario planning gives HVACR distributors a way to prepare for that reality. The goal is not to predict the downturn’s depth, but to be ready for it. Good plans bend before they break. Economic Outlook for 2026 Forecasts from the IMF, Deloitte, OECD, and the University of Michigan … [Read more...] about What Happens When the Market Moves: Scenario Planning for HVACR Distributors
2026 HVACR Planning Season – Contractor Loyalty Programs are worth considering
As you go into planning season, and you are looking for programs in 2026 that can help you grow business in 2026. A Contractor loyalty program has to be one of the areas, I would look at as a distributor leader. I was fortunate to be involved and help lead 9 contractor loyalty programs as a distributor, and each and every time they delivered above market growth numbers. So, … [Read more...] about 2026 HVACR Planning Season – Contractor Loyalty Programs are worth considering
Sizing the Market: TAM, SAM, and SOM for HVACR Distributor Planning 2026
Market share math only works if you define the market you are measuring against. TAM, SAM, and SOM are the three lenses that turn gut feel into something you can plan with. For HVACR distributors, iffy-definitions create false signals that can derail planning. This article breaks down how HVACR distributors calculate market share using TAM, SAM, and SOM. Market share … [Read more...] about Sizing the Market: TAM, SAM, and SOM for HVACR Distributor Planning 2026
AI Agents in Distribution: From Hype to Practical Impact
Distributors are hearing more about AI every day, but much of the conversation stays broad and abstract. This article looks at something more practical: how AI agents are already being used in distribution to handle routine tasks, free up people, and improve the customer experience. Recently, I had the chance to speak with Mohamed Ben Aribia, founder of Helixia, and watch … [Read more...] about AI Agents in Distribution: From Hype to Practical Impact
Market Share Math: How Distributors Can Sharpen 2026 Planning
Market share is the most cited, least understood metric for most HVAC distributors. With economic uncertainty hanging over 2026, sharper distribution planning is essential. Here is how to ground your growth targets in reality and avoid the blind spots competitors may be leaving wide open. Why Market Share Matters in 2026 This article kicks off a series we will be … [Read more...] about Market Share Math: How Distributors Can Sharpen 2026 Planning
New Product Introductions – Why they Fail
Recently we did a project for a manufacturer to help them prepare for a sales meeting. They wanted to understand what their staff was thinking but they wanted a 3rd party to gather the insights to ensure their team that there would be anonymity. They questions related to how the “go to market team” (Sales, Marketing, Product Development / Engineering, Customer Service) … [Read more...] about New Product Introductions – Why they Fail
