Interview Transcript

This is a snippet of the transcript, sign up to read more.

Coming from a smaller player, where you didn't have new equipment, how much does EquipmentShare's new equipment pitch matter compared to United or Sunbelt, which should also be able to replenish just as quickly in theory?

Everyone has new equipment now. So, for a customer, it's the same pitch that every salesperson or company uses. No one walks in and says, "We don't really have good equipment." Everyone claims to have the best equipment. Does the brand matter? If you ask anyone at Cat, they'd say it does. But in the general equipment rental business, not so much. Everyone's equipment is pretty good now. This is evident when you look at Sunbelt, United, Herc, and H&E. They all carry the same brands and buy everyone's equipment because you get what you can.

This is a snippet of the transcript, sign up to read more.

Why is United better at this?

I'm not sure if they're necessarily better. Perhaps they're doing more of it because they've done more acquisitions over the last few years. But with the Ahern stuff, they got rid of a lot of equipment. Now there's still a lot out there. When I rent something from United Rentals, I can tell just by the unit number whether it's a United Rentals piece or an ex-Ahern piece. There's a reason the unit number has an 'A' in it. They know that it was an Ahern piece. They need to keep an eye on it.

This is a snippet of the transcript, sign up to read more.

Sign up to test our content quality with a free sample of 50+ interviews