Amazon Business, Home Depot Raise the Disruptor Ante

Alongside distribution M&A — which sees continued robust activity in 2024 after a very strong 2023 — two factors (or should we say threats?) we at MDM find particularly fascinating in driving the industry forward are non-traditional competitors and disintermediators. On the former, B2B distribution's attractiveness for private investment has led to new private equity-backed distribution groups. Meanwhile, retailers have found B2B to be a lucrative business channel. Combined, it's not surprising to see non-traditional distributors rapidly gain market share. On the latter, manufacturers…