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HVACR Trends

HVACR Trends

Information to Inspire, Grow and Profit

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Grainger

Thinking about the eCommerce information clutter

March 29, 2017 by David Gordon Leave a Comment

There continues to be much discussed in the industry regarding \"eCommerce\". Daily we hear about Amazon Business, Grainger and the coming \"conquering of the channel\" by eCommerce.  It almost seems as if everyone expects that the zombies in the Walking Dead will take over the world (\"\"zombies\" being customers and hence everyone will buy online and there will be no / … [Read more...] about Thinking about the eCommerce information clutter

Industrial Market Drivers, Can You Compete Differently

March 8, 2017 by David Gordon Leave a Comment

Over the past few weeks distributors and manufacturers are reporting an uptick in their industrial business and, in some cases, a significant increase.  The reasons vary from \"general optimism\" to the increase in oil rigs; from replacing / upgrading aging equipment to responding to the need for increased capacity; from consolidation of operations requiring investment in a … [Read more...] about Industrial Market Drivers, Can You Compete Differently

Is Amazon An Alternate Channel or Just Meeting Customer Needs?

September 12, 2016 by David Gordon Leave a Comment

Yes, Amazon Business is a competitor to distributors.  It is also an opportunity for manufacturers given that it represents an additional distribution channel to reach customers. Why? Because some customers desire to purchase through a different mode. Why are they not an alternative channel? Consider, how are they different than catalogers, distributors who sell online, … [Read more...] about Is Amazon An Alternate Channel or Just Meeting Customer Needs?

Grainger Q2 Earnings … Industrial slowdown continues

July 19, 2016 by David Gordon Leave a Comment

It\'s Q2 earning season, providing distributors (and manufacturers) with an opportunity to benchmark their performance, gain insights (or confirmation) on what they are seeing in the market and possibly learn a little from publicly held companies.  First up is Grainger whose results reaffirm that the industrial slowdown continues, albeit it is no longer in free fall. Grainger … [Read more...] about Grainger Q2 Earnings … Industrial slowdown continues

Grainger’s Q1 2016 Highlights Industrial Challenges

April 18, 2016 by David Gordon Leave a Comment

Grainger released its Q1 results today. Historically they represent a proxy for the industrial and industrial MRO market so we decided to review for insights...(italics are commentary).  The bottom line is that business is essentially flat in the US with challenges in the industrial / natural resources segments AND the company is experiencing pricing pressures, which … [Read more...] about Grainger’s Q1 2016 Highlights Industrial Challenges

Increasing Pressure and Competition in the Industrial MRO Market

February 14, 2016 by David Gordon Leave a Comment

Grainger and WESCO are typically good industry benchmarks to get a sense of the industrial MRO market.  Grainger also sometimes provides insights into the institutional market, so let\'s look at their end of year / quarterly reports where they also shed 2016 guidance. Grainger While their January headline was good \"up 4% for the month\", this included 4% for a UK acquisition … [Read more...] about Increasing Pressure and Competition in the Industrial MRO Market

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HVAC technician working on commercial rooftop unit representing the growing technician shortage

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Supreme Court IEEPA tariff ruling impact on HVAC equipment pricing and the distribution channel

HVAC Tariff Costs: What the Supreme Court Ruling Really Changes

Watsco Q4 2025 earnings showing record gross margins and technology platform investments alongside volume declines in HVAC distribution

Watsco Q4 Earnings Miss Masks a Bigger Story

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