It is unusual for a large B2B publicly traded distributor to share details at the level Fastenal has recently provided during their Investor Day, their quarterly results, and annual report. In this column we will cover Fastenal's recent releases on Sales, Customer Segmentation, and their Focus 40 program. We follow them closely on Industrial Supply Trends as they are one of … [Read more...] about Fastenal Sales Segmentation Insights – Opinion
Logistics
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
Part 2 – Fastenal Investor Day Insights – Opinion
Fastenal Investor Day Slide - March 13, 2025 It is unusual for a large B2B publicly traded distributor to share details at the level Fastenal did on their Customer Segmentation metrics recently. In this analysis of Fastenal's Investor Day presentation, I wanted to focus on the customer segmentation part of the presentation and on the very large end of the distribution … [Read more...] about Part 2 – Fastenal Investor Day Insights – Opinion
Copper, Steel, China and More About Tariffs
This month has been an interesting one as a content provider for the Industrial Channel and keeping up with the Tariff news has been a daily occurrence. We published a column in our sister ElectricalTrends.com publication this week that we wanted to share with our Industrial Supply Trends Readers. There are some tariffs we know (China, imported steel and aluminum) and then … [Read more...] about Copper, Steel, China and More About Tariffs
Fastenal Investor Day Insights – Opinion
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
