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Sales growth accelerated and operating profit jumped, even as pricing contributed less. But September missed street forecast and Fastenal’s seasonal benchmark. Here, we break down the quarterly results, monthly metrics and implications for industrial distributors.
October 14, 2026
It gives Amazon purchase-linked rights to nearly 3.2 million 3M shares as the manufacturer scales optical connectivity technology and expects EBO sales to roughly double or more in 2027. Here’s the details and our analysis.
U.S. wholesale sales accelerated in August, rising 1.8% as 16 of 19 product categories posted monthly gains. Durable goods led the advance — especially for those tied to data centers — while inventory growth slowed considerably,...
NAW’s 2026 AI Adoption Index suggests early returns are showing up as time saved, greater throughput and avoided hiring long before they appear as broad job reductions.
New research examines how wholesalers use eCommerce to capture orders, attract customers and reactivate dormant accounts. The findings show substantial gaps in online order values and offer benchmarks for assessing digital sales performance.
Industry sales rose 0.8% in July after June’s revised large decline, with gains across most product categories. Inventories increased even faster, but remain lean relative to sales compared with a year ago. Get our full...
June wholesale sales gave back most of May’s gain, but remained 14.1% above a year earlier as inventories edged higher. The monthly pullback was concentrated in oil and gas, while sales across the rest of...
Home Depot created an “Office of Pro Acceleration” to coordinate its expanding contractor-focused businesses, technology and fulfillment capabilities as it pursues a larger share of a $700 billion Pro market.
The B2B marketplace added $25 billion to its annual GMV since its previous update three years ago, while expanding its customer base and building out AI, procurement and delivery capabilities. Here’s the key details, context...
The company pointed to share gains alongside a modestly improving industrial backdrop. Here, we break down all the key figures and executive commentary from Fastenal’s 2Q26 and June financial reports.
This piece analyzes recent MDM survey data to compare pricing power divergence between large and small distributors. It’s measurable, and most small companies haven’t seen it yet, says author Nelson Valderrama.
New MDM data reveals that sub-$100M distributors face a fundamentally different margin threat than their larger peers — and the pressure is about to get worse.
We kick off our new “The Hidden Majority” article series with one that focuses on the small- to mid-sized results from the latest Baird-MDM survey combined with our AI research from earlier this year. This...
