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
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Fastenal Sales Segmentation Insights – Opinion
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
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
Pulse of Industrial Supply Survey early returns are eye opening
The impact of tariffs announcements is unsettling the market and the short term and long-term impact and prognostications are dominating the news cycle for the Industrial Channel. The tariff impact on sentiment is clearly having an effect on channel planning and programs. Our Industrial Supply Trends Q1 IST Pulse of Industrial Supply survey early returns are interesting and … [Read more...] about Pulse of Industrial Supply Survey early returns are eye opening
