As an analyst for the past 20 years, I have relied on key economic indicators as foundational to prepare forecasts for leadership to make informed business decisions. Two of those key foundational indicators were Durable Goods Purchases and Business Capital Investment, but those indicators have had much change the past 5 years. The once bellwether and predictable indicator … [Read more...] about Durable Goods & CAPEX Issues + Tarriff and Policy Volatility = Uncertainty – IST
AI Update: How do you keep your Industrial teams in the loop
The news is full of how rapidly AI is evolving, with a spate of recent articles predicting mass layoffs and massive disruptions. Advances are certainly breathtaking – when OpenAI launched ChatGPT in November 2022, it added a million users in 5 days; in April 2025, it achieved this in one hour; and reportedly one-third of companies are using AI agents to automate and improve … [Read more...] about AI Update: How do you keep your Industrial teams in the loop
Earnings Update – Kennametal and Lawson Products
Analysis on the recent earnings releases from ISA Members Kennametal and Distribution Solutions Group (ISA member Lawson Products is part of Distribution Solutions Group). Kevin Coleman - Channel Marketing Group Trends Analyst tracks the leading Industrial Manufacturers and Distributors in the space for Industrial Supply Trends and had an overview below on two ISA members … [Read more...] about Earnings Update – Kennametal and Lawson Products
Grainger – Stanley Black and Decker – WESCO Q1 Earnings from 3 publicly traded ISA members – IST analysis
This past week plus three publicly traded Industrial Supply Association Members shared quarterly earnings, and we wanted to share the quick highlights on the releases from Grainger, Stanley Black and Decker and WESCO. Grainger Q1 2025 Earnings Grainger announced 1Q25 earnings on May 1, 2025 of sales of $4.3 billion, up 1.7%, or 4.4% on a daily, constant currency … [Read more...] about Grainger – Stanley Black and Decker – WESCO Q1 Earnings from 3 publicly traded ISA members – IST analysis
Fastenal Q1 Earnings – Tariffs take Center Stage
Fastenal’s reported first quarter 2025 earnings with revenues above slightly above expectations, growing 3.4% year-over-year to $1.96 billion, and meeting earnings per share expectations. In addition, Fastenal experienced increases from large customer signings, growth in the number of customer sites spending $10K or more per month and growth in the average monthly sales per … [Read more...] about Fastenal Q1 Earnings – Tariffs take Center Stage
