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Lighting Changes at Key Manufacturers … And 2018 Outlook
David Gordon Posted On December 17, 2017


As the year comes to an end this month has brought changes to a number of key manufacturers which may stem from a common factor.  Additionally, 2018 product and lighting sales performance outlooks are being shared that we thought may […]


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Info to Help Your 2018 Planning
David Gordon Posted On December 6, 2017


Occasionally we come across information that can assist your planning. Below is info regarding the MidAtlantic industrial market, the residential market and how to improve warehouse operations. Industrial Planning Information The Mid-Atlantic market region, which includes Maryland, North Carolina, South […]


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2018 NAED Eastern Recap & Observations
David Gordon Posted On November 28, 2017


Just before Thanksgiving we attended the NAED Eastern Region conference which was held at the Marriott Tampa Waterside (which is a good hotel for this meeting).  The Eastern kicked-off the 2018 NAED Regional Conference schedule.  The meeting had a reported […]


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Thinking About 2018 GDP
David Gordon Posted On November 20, 2017


An interesting report was released by Goldman Sachs this week titled “As Good as It Gets.”  The article shares Goldman’s 2018 GDP outlook, globally as well as for the US. Given that many are finalizing their 2018 forecasts, thought is […]


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Infrastructure Earnings: ABB, Encore, Littelfuse, Eaton
David Gordon Posted On November 8, 2017

Earnings Update

Earnings season continued and since we’ve covered lighting, switchgear but only a couple of infrastructure companies, we thought we’d touch on a few more: ABB (T&B) From the earnings call with a focus on ABB Electrification, T&B and the US […]


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Q3 Distributor Insights: AD, Graybar, Rexel and WESCO
David Gordon Posted On November 5, 2017

Earnings Update

Electrical distributors have few ways to benchmark their performance versus competition other than talking to peers.  AD’s increased transparency provides some insight into the performance of a group of independent distributors, Graybar shares some high level insights that sometimes can […]


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Quarterly Updates and News in the Distribution Equipment / Controls Space
David Gordon Posted On November 2, 2017


As earning season continues we continue to review analyst calls.  Some interesting, some blase, but …  And this time we have input from the distribution equipment / controls space – Schneider Electric, Eaton and news from Emerson. Emerson The blockbuster […]


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Hubbell and Pentair: Slow Growth Led by Industrial; Hubbell shares 2018
David Gordon Posted On October 25, 2017


Hubbell and Pentair (Hoffman / Erico) released their Q3 earnings reports this week.  Overall they show slow growth with most of that growth non-resi and leaning towards industrial.  Hubbell’s performance appears to be somewhat constrained due to Hubbell Lighting whereas […]


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Grainger Turning a Corner?
David Gordon Posted On October 19, 2017


Continuing our Q3 earnings observations, next up is Grainger which is a traditionally a good barometer for the industrial MRO space and lately has been a case study in value proposition, price and fear of Amazon Business. From the earnings […]


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Acuity Delivers Another Record But Only 4%
David Gordon Posted On October 9, 2017


Last week Acuity shared its fourth quarter / end of year report providing some insight into the lighting market for July through September.  From an Acuity viewpoint it was another record quarter and year. From the earnings call: Record Q4 […]


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