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Industrial Supply Trends

Industrial Supply Trends

In Collaboration with ISA

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Part 2 – Fastenal Investor Day Insights – Opinion

March 31, 2025 by John Gunderson Leave a Comment

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

IST Update – Impact of Tariffs on Ship and Debit (SPA) Programs

March 23, 2025 by David Gordon Leave a Comment

When tariffs were announced in February, we cautioned that the best strategy for distributors was to focus on their processes so that they could facilitate passing through the price increases. Part of our guidance was to automate implementation of price increases, review T&Cs for quotes, contracts, and SPAs, and to communicate. In fact, back in December we shared with a … [Read more...] about IST Update – Impact of Tariffs on Ship and Debit (SPA) Programs

Industrial Supply Trends Economic Snapshot – Q1 2025

March 18, 2025 by John Gunderson Leave a Comment

This is the inaugural article for a series in ISA focusing on the top industries and products for industrial supply distributors from Kevin Coleman our collegue at Channel Marketing Group. Kevin has 30 years experience leading Market Intelligence teams for leading manufacturers such as Avaya, Philips Lighting, and Signify. Kevin will each quarter, profile a different … [Read more...] about Industrial Supply Trends Economic Snapshot – Q1 2025

Copper, Steel, China and More About Tariffs

March 18, 2025 by David Gordon Leave a Comment

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

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

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