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LightFair … a Distributor’s Perspective
Avatar photoDavid Gordon Posted On May 31, 2016


LightFair, the pre-eminent lighting tradeshow, was held back in April with large crowds in San Diego.  Prior to the show we reached out to some distributors and asked them if they would be willing to share their observations as, given […]


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LED Growth Exploding
Avatar photoDavid Gordon Posted On May 9, 2016


Our friend Bill Attardi at Energy Watch shared interesting data he obtained regarding the exploding growth of the LED market … and the growth is startling and has major ramifications relating to the LED market. Here shared this five year […]


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Customer Segments  / Distributors  / Industrial Market  / Industry Consolidation  / Industry News  / More Insights
Publicly Held Electrical Distributor Q1 Reports
Avatar photoDavid Gordon Posted On May 2, 2016

Earnings Update

Anixter, Rexel and WESCO make up the electrical industry’s publicly held distributors.  Here’s what they said on their recent analyst calls / press releases (and, as usual, we’ll focus on their electrical reports): Anixter From an article in the Daily […]


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Ace is the Place For …
Avatar photoDavid Gordon Posted On April 13, 2016


You may remember the iconic jingle of “Ace is the place with the helpful hardware folks” but did you know that Ace is the place for LED lighting? According to an article in the April issue of Hardware & Building Supply […]


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Population Trends Drive Healthcare Opportunities
Avatar photoDavid Gordon Posted On April 7, 2016


Last week DISC Corp updated its 2016 outlook for the electrical industry through its Flash Update. Overall the projection was for the electrical industry to be down 1.5% however, Herm highlighted that there are customer segments that are outperforming the […]


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Contractors  / Customer Segments  / Growth Strategies  / Industrial Market  / Industry News  / More Insights  / Research Reports
“Recession Risk Not High” But Electrical Sales Projected to Decline
Avatar photoDavid Gordon Posted On March 28, 2016

Earnings Update

With Q1 coming to an end, market (as in industry, not Wall Street), watchers are projecting a continuing, and slightly accelerated, sales decline, at the national level, especially for those in the industrial segment.  (But do read down to the […]


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Houston Wire & Cable Earnings
Avatar photoDavid Gordon Posted On March 13, 2016


Last week Houston Wire & Cable held it’s Q4 / 2015 annual earnings call.  As many in the industry know, Houston Wire and Cable, while categorized as a manufacturer, is, in reality, more of a master distributor given that they […]


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Lighting Opportunities, Round-Up and Relevancy
Avatar photoDavid Gordon Posted On March 6, 2016


The lighting market continues to represent some of the greatest opportunities for distributors. At the recent NAED South-Central, every lighting manufacturer reported minimum 2015 sales increases of 20%. Goals for 2016 are the same, if not higher. The market is […]


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A Busy Week for WESCO
Avatar photoDavid Gordon Posted On March 3, 2016

WESCO earnings

Last week was a busy week for the industry with the NAED South-Central. This week was a busy week for WESCO. First they announced the acquisition of Atlanta Electrical Distributors and then on Wednesday they had their Investor Day which is when […]


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Channel Strategies  / Contractors  / Customer Segments  / Distributors  / Industrial Market  / Industry News  / More Insights  / Profitability
Increasing Pressure and Competition in the Industrial MRO Market
Avatar photoDavid Gordon Posted On February 14, 2016


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 […]


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