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Industrial Supply Trends

Industrial Supply Trends

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Fastenal Sales Segmentation Insights – Opinion

April 23, 2025 by John Gunderson Leave a Comment

Fastenal Investor Day March 2025 Performance Slide

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

ISA25 Recap – Headwinds, Tailwinds, and Uncertainty

April 6, 2025 by John Gunderson 2 Comments

ISA 25 last week (March 31- April 2nd) in Nashville brought together close to 700 Industrial Channel Leaders to the annual meeting to meet in person. I really enjoy this ISA industry event as it brings together Manufacturers, Distributors and Manufacturer Representative Firms at one meeting together. For other key B2B channels like electrical, HVACR, Automation, Power … [Read more...] about ISA25 Recap – Headwinds, Tailwinds, and Uncertainty

What were the hot topics at ISA25 this year?

April 2, 2025 by John Gunderson Leave a Comment

ISA 25 is wrapping up today and the packed agenda over the three days was wrapped up by great presentations by NAW's Brian Wild and ITR economics. As expected, the hot topic was TARIFFFFS... and the impacts of current, potential, and future tariffs. It was great have National Association of Wholesaler leader Brian Wild -Chief Government Officer (2) Brian Wild | LinkedIn take a … [Read more...] about What were the hot topics at ISA25 this year?

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

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