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Lighting Roundup
David Gordon Posted On May 4, 2018


In honor of LightFair being next week, thought it good timing for a little “Reading Roundup” with a focus on lighting … tidbits we’ve heard and seen that relate to lighting: PoE, power over ethernet, was a topic at the […]


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Distributor Quarterly Performance – WESCO, Rexel, Anixter, Grainger, AD
David Gordon Posted On May 1, 2018

Earnings Update

It’s quarterly review time again and an opportunity to review publicly traded distributors’ 2018 Q1 performance – Rexel, WESCO, Anixter, AD, Grainger and Fastenal – to see if we can identify trends. WESCO From the earnings slides and  earnings call 11% organic […]


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Digital Distributor Starts with eCommerce Product Content
David Gordon Posted On April 29, 2018


The term “digital distributor” is starting to be used more repeatedly. Granted it can be a consultant’s way to drum up business but it’s becoming a term used to express the further reaching impact of doing business digitally and recognition […]


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Price and Lighting … Changing Competition and Changes for Reps
David Gordon Posted On April 15, 2018


Over the past couple of years two major market forces have been roiling the industry.  These changes create opportunity for some, channel challenges for others.  The areas are price and LEDs.  For years the price elasticity for electrical construction material […]


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Acuity Sales Up But Hints of a Challenging Market
David Gordon Posted On April 5, 2018

Earnings Update

Acuity’s recent quarter highlights a 6% (gross) sales increase but, in reading the analyst call transcript and reviewing the results, or what may be called “peeling back the onion”, there appear to be a number of questions. Analyst Call / […]


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Q1 Pulse of Lighting Survey Results
David Gordon Posted On April 1, 2018

Q3 2020 Pulse of Lighting Report

The lighting market, for many distributors, depending upon their business focus, represents 20-40% of sales.  It’s substantial, especially given that they next two categories are switchgear / automation and wire / cable, as performance in this product category can significantly […]


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Value Engineering through LED Education
David Gordon Posted On March 19, 2018


The lighting market is more competitive than ever before. And with unit sales rates exceeding revenue growth rates, aside from declining materials costs, as they say “it’s the competition, stupid.”  Historically the term “value engineering” is derisively referred to as […]


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Home Depot … Pros, Website, Analytical Tool Investments to Grow the Business
David Gordon Posted On March 8, 2018


Earlier today Home Depot presented at the Raymond James 39th Annual Institutional Investors Conference.  While, overall, Home Depot is not a significant competitor to electrical distributors, if you serve the residential electrical contractor / builder market or the small contractor market, […]


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Lighting Market Study
David Gordon Posted On March 7, 2018

Survey

If there is a word to that represents the lighting market it is “change”.  The technology has revolutionized the lighting category.  Aside from the energy efficiency benefits, the technological changes are bringing enhanced functionality, is impacting the controls market and […]


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NAED 2018 South-Central Observations
David Gordon Posted On March 5, 2018


The tone of last week’s NAED South Central, held in San Diego, was interesting and may be best described as “subdued”, business-like”, “expected”. Some used the word “quiet” and many were challenged when asked about trends that they observed or […]


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