DNOW says MRC Global’s troubled U.S. ERP system has “stabilized” but remains unoptimized, as the distributor details operational improvements, lingering financial impacts and signs of recovery following months of disruption tied to the Oracle rollout....
Market Analysis
Article
Deep Dive: Inside Grainger’s Best Quarter in 3 Years
Grainger delivered its strongest quarter in three years with accelerating sales growth, expanding margins and broad-based customer demand. This deep dive breaks down the distributor’s key 1Q26 metrics, pricing and tariff actions, earnings call commentary,...
Quarterly MDM-Baird Distribution Survey
Article
Research: Pricing, Operating Costs Lead Concerns Around Geopolitical Risk to Business
In an analysis of the latest Baird-MDM Industrial Distribution survey, distributors signaled concern that geopolitical conflict, such as the Iran War, could trigger cascading effects across pricing, operating costs and customer demand.
Data & Analytics
Article
Market Analytics, Pt. 2: The Growth Engine – Sales Transformation Starts with Data
Distributors know their markets — but struggle to turn that insight into growth. Part 2 of this deep dive series breaks down the data foundations needed to connect market potential to account-level action, align sales...
Mergers & Acquisitions
Article
April M&A Roundup: QXO, Watsco Lead Less Active Month
Deals involving industrial distributors were less frequent than the robust pace we saw in January-March, though it included another landmark pending transaction in building materials via QXO.
Quarterly MDM-Baird Distribution Survey
Article
Research: Pricing Power Holds Steady While Pressure Builds Beneath the Surface
The 1Q26 Baird-MDM Industrial Distribution survey shows pricing power holding steady, but commentary reflects a more divided market shaped by competition, costs and customer behavior. We analyze the data here.
Sales & Marketing
Article
Why Stellar Industrial Supply Doesn’t “Sell” — and Wins More Business Because of It
The MROP supplies distributor has built a service-first sales culture that rejects transactional selling in favor of long-term customer value. The third part of our Stellar deep dive explores how that philosophy shapes its sales...
Strategy
Article
Digital, Data and CX: How Stellar Industrial Turns Technology into Competitive Advantage
Stellar Industrial Supply blends third-party platforms with in-house development to deliver a more seamless, data-driven customer experience. We continue our company deep dive as this piece explores how its buy-vs.-build strategy, automation efforts and digital...
Economic Trends
Article
MDM Forecast: April Update
Our latest update shows another major upgrade for the U.S. wholesale distribution industry’s 2026 annual revenues – skewed by oil & gas price assumptions as well as other inflationary impacts. Get your much more valuable...
Market Analysis
Article
Fastenal Points to Market Improvement as its Outperformance Continues
Pricing is still playing a large — albeit decelerated role — in the company’s strong results, while management was upbeat on underlying demand. Get our in-depth breakdown of Fastenal’s 1Q metrics.
Vendor costs are shifting weekly, but most distributors are still updating them manually — and bleeding margin with every delay. With a racing analogy throughout, this piece argues that manual cost updates are no longer...
Mergers & Acquisitions
Article
March M&A Roundup: Major Deals Aplenty
After 2 straight years of $100 million-plus deals that were few and far between, 2026 has already seen plenty either completed or announced, including a handful in March.

