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Industrial Supply Trends

Industrial Supply Trends

In Collaboration with ISA

John Gunderson

Fastenal Investor Day Insights – Opinion

March 13, 2025 by John Gunderson Leave a Comment

Fastenal Q1 Earnings

Fastenal Investor Day Slide - March 13, 2025 One of the biggest stories I have been writing about this past year has been on Business transformation, and on the very large end of the distribution demographic landscape, perhaps no company exemplifies long-term, wholesale change than Fastenal. Yesterday on March 13th Fastenal held a close to 6-hour Investor Day presentation … [Read more...] about Fastenal Investor Day Insights – Opinion

Does your Industrial Data work for you?

March 12, 2025 by John Gunderson Leave a Comment

That’s the question many senior executives ask themselves regularly about data is how to harness it for practical use? You have hundreds of thousands of SKU's from hundreds of manufacturers and sell them to thousands of customers. You have a mountain of data inside your ERP, a data lake, and on spreadsheets. We wanted to share this article and add takeways and comments from … [Read more...] about Does your Industrial Data work for you?

MSC Industrial Series Parts 2 & 3 Overview

March 2, 2025 by John Gunderson Leave a Comment

In our distributor series in collaboration with Modern Distribution Management we covered the "big" changes a leading distributor - MSC Industrial has been making to continue their journey from a "spot buy" distributor to a "Mission Critical" distributor. In Part 2 and Part 3 of the series we dove deep in MSC's digital programs and mission critical initiatives. Behind MSC’s … [Read more...] about MSC Industrial Series Parts 2 & 3 Overview

Opinion: Industrial Tariff talk – Tips on how to prepare for wherever the market goes

February 18, 2025 by John Gunderson 1 Comment

This month has been an interesting one as a content provider for the Industrial Channel. We have been writing, crossing out, rewriting on the impact of tariff battles between the US, Canada, Mexico and China.  We had a number of articles ready to publish then had to hit the stop button to react to another announced change. We have tariffs go from the "Let's get ready to … [Read more...] about Opinion: Industrial Tariff talk – Tips on how to prepare for wherever the market goes

Industrial Distributor: Year End Performance 2024 – AD, Fastenal and Grainger

February 17, 2025 by John Gunderson Leave a Comment

Over the past few weeks, a number of national distributors have released their 2024 performance and earnings reports. AD, Grainger, Fastenal and others have made news. We've also talked to a number of manufacturers who see the "highlight" numbers and use them as benchmarks, so we've reviewed and sought to find some trends. Overall, business is improving or stable depending on … [Read more...] about Industrial Distributor: Year End Performance 2024 – AD, Fastenal and Grainger

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