The Parts Nobody Wants to Hold — and Why You Need Someone Who Will Surplus houses exist because the industrial supply chain produces inventory nobody can afford to keep — and everybody eventually needs. Every Shelf Charges Rent Holding inventory in any industry costs 20–30% of its value, annualized. Capital, storage, insurance, shrinkage, labor — the meter runs whether … [Read more...] about The Parts Nobody Wants to Hold
Industry Insights
How Agentic AI Could Change How Industrial Supplies Are Bought
Amidst the conversation about AI, data centers and the industrial construction market, all of which distributors benefit from, there is another conversation that, as typical, starts on the consumer side and then migrates to B2B. This is how AI is / may change business models … and when Inevitably it does not occur as quickly as the Big 4 consulting pundits project … [Read more...] about How Agentic AI Could Change How Industrial Supplies Are Bought
Fastenal Delivers Strong Growth But Exhibits Margin Pressure
Fastenal, best known as the industry’s national distributor of fasteners, announced 2Q26 earnings on July 14. The company delivered another quarter of top-line double-digit growth, but underlying a familiar tension for industrial distributors - can you keep winning share at scale without giving back too much margin? The answer thus far has been “mostly yes,” but with caveats … [Read more...] about Fastenal Delivers Strong Growth But Exhibits Margin Pressure
3M’s Solid Results Signal Industrial Demand and Pricing Power Driven by Manufacturing Recovery
3M, a multinational conglomerate in the industrial, safety, and consumer goods segments, announced 2Q 2026 earnings on July 21, 2026. Revenue was $6.5 billion, an organic growth rate of 5.4%, driven by broad industrial strength, surging demand in semiconductors and data centers, strong execution and innovation, and a major rebound in China, with Safety & Industrial leading … [Read more...] about 3M’s Solid Results Signal Industrial Demand and Pricing Power Driven by Manufacturing Recovery
The New ISA Board: What It Tells Us About the Industrial Channel
ISA recently announced their 2026 / 2027 Board of Directors to represent the membership and guide the leadership on the member's needs. Further, with ISA having a small staff (by design), the Board of Directors also is the thought-leadership and idea generation segment of the association ... it's a think tank. So, I decided to use AI for two of the things it is best at - … [Read more...] about The New ISA Board: What It Tells Us About the Industrial Channel
NetPlus Members See Positive 2nd Half
NetPlus shared insights from its member survey and their performance" "A strong start to the year for NetPlus Alliance members is also signaling a strong 2026. Distributors shared their optimism grounded in sound strategies and industry observations. The Industry Outlook, a quarterly report based on a survey of NetPlus members, tracks business results and trends in the … [Read more...] about NetPlus Members See Positive 2nd Half
MSC 2026 FYQ3 – Navigating the Pivot – Price, Sales Growth and Headcount
Price-Led Growth Gives Way to Early Volume Recovery MSC Industrial reported third quarter results on July 1, 2026. Net sales increased 7.8% to $1.047 billion, driven mainly by price with a little volume. Price contributed about 720 bps to growth; volume contributed roughly 50 bps, indicating an inflection back to positive volume after Q2 weakness. Gross margin was 41.1%, … [Read more...] about MSC 2026 FYQ3 – Navigating the Pivot – Price, Sales Growth and Headcount
The Hidden Tax of Returns: How Industrial Distributors Turn Dead Stock into Cash
Every distributor has seen it: return shelves overflowing with parts that came back from a customer, parts that never sold, and parts that are technically inventory but functionally furniture. Returns are the sleeper line item for industrial distributors (and even manufacturers!) They don't show up in the sales meeting. They show up in the margin — months later, wearing a … [Read more...] about The Hidden Tax of Returns: How Industrial Distributors Turn Dead Stock into Cash
Can eCommerce Help Your Silver Tsunami?
Noted B2B eCommerce guru Jason Greenwood on his THE ECOMMERCE EDGE (which, if you are in senior management, sales leadership, marketing, or eCommerce you should subscribe) recently wrote about "the silver tsunami" and the opportunity, and role, for eCommerce ... and AI. We've all seen the number of people retiring from the industry. We all look around at conferences and see … [Read more...] about Can eCommerce Help Your Silver Tsunami?
Fastenal’s May Outperforms. The Market?
Last month Fastenal reported sales of $751.5 million, putting them on track for around $9 billion (or slightly more at their growth rate) at the end of the year. May’s corporate sales were up nearly 15%. Looking at it from customer market perspective: From a customer base perspective, sales to OEM customers were up 16% and MRO sales increased 14.5%. Fastenal … [Read more...] about Fastenal’s May Outperforms. The Market?
