Watsco Q4 earnings tell two stories, and neither one cancels the other out. On the surface, Watsco Q4 earnings paint a rough picture. Revenue fell 10%. HVAC equipment sales dropped 13%. Earnings per share declined 29%. When you back out the 11% domestic pricing increase, implied equipment volumes were down more than 20%. That is not a soft patch. But Watsco's own framing … [Read more...] about Watsco Q4 Earnings Miss Masks a Bigger Story
digital transformation
AI Adoption in Distribution: How Leadership and the Right Partner Drive Lasting Change
The distribution industry is at an inflection point. Tariffs, labor shortages, and margin pressure are reshaping how companies compete, while AI adoption in distribution is changing how work gets done. The challenge is no longer whether to adopt AI, but how to implement it in a way that delivers immediate results and builds lasting competitive advantage. In this article, … [Read more...] about AI Adoption in Distribution: How Leadership and the Right Partner Drive Lasting Change
Selling Services Requires a Plan & Marketing
Much is talked about how distributors needing to sell services to differentiate themselves. They need to create / provide solutions and will need to generate revenue from these services. While some of the discussed services are unbundling, what is currently provided / expected, others are more consultative in nature or services that customers / contractors can outsource to … [Read more...] about Selling Services Requires a Plan & Marketing
Manufacturing and Technology Trends
IndustryWeek\'s Manufacturing and Technology Conference, held last week in Raleigh, highlighted the continued infusing of technology into manufacturing ... onto the plant floor as well as through product design. And it\'s a trend that electrical distributors can be uniquely positioned to support and can benefit from. Key words that were used repeatedly included: Smart IoT … [Read more...] about Manufacturing and Technology Trends
