Explore our full content library.
Home Depot, Mingledorff's & Strategic Entry into HVAC Distribution
May 5, 2026
Partner Interview
The Home Depot•US•Mega CapCarrier EnterpriseDaikinWatscoFergusonB2B MiddlemenConsumer DiscretionaryIndustrialsMay 5, 2026
Mueller Industries: Supplier Bargaining Power
Feb 4, 2026
Partner Interview
Mueller Industries•US•Large CapFergusonB2B MiddlemenMaterialsIndustrialsFeb 4, 2026
Core & Main Inc: M&A Strategy & Opportunity
Jan 23, 2026
Partner Interview
Core & Main•US•Mid CapWatscoFergusonB2B MiddlemenIndustrialsJan 23, 2026
Core & Main: Market Structure & Local Execution
Jan 13, 2026
Partner Interview
Core & Main•US•Mid CapFergusonAdvanced Drainage SystemsB2B MiddlemenIndustrialsJan 13, 2026
IP Research Resource
In Practise 2024: Year In Review
Dec 30, 2024
Tesla•US•Mega CapPerimeter SolutionsFTAI AviationIntuitive SurgicalDomino's Pizza EnterprisesThe GymFergusonDanaherConstellation SoftwareTopicusLoarAshtead GroupBurford CapitalACV AuctionsHermèsLifcoWatscoHalmaSwitching CostsScale EconomiesCornered ResourceProcess PowerNetwork EffectsBrand EquityMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseB2B MiddlemenSerial AcquirerB2B SoftwareInsurers & FinancialsAuctions & ClassifiedsMaterialsIndustrialsHealth CareConsumer DiscretionaryInformation TechnologyFinancials
Dec 30, 2024
Weekly update
Veeva vs IQVIA, SDI Group, Rightmove, Watsco, FERG, Core & Main, Evotec, Dynatrace, Jamf
May 2, 2024
IQVIA•US•Large CapZooplaVeevaJamfSDI GroupRightmoveEvotecDynatraceWatscoAppleDatadogMicrosoftLifcoFergusonPfizerTrane Technologies
May 2, 2024
Watsco, Ferguson: HVAC OEM-Distributor-Contractor Relationship Dynamics
Apr 30, 2024
Partner Interview
Watsco•US•Large CapFergusonBaker HughesDaikinComfort Systems USALennox InternationalMideaGree ElectricCarrier GlobalTrane TechnologiesB2B MiddlemenIndustrialsEnergyConsumer DiscretionaryApr 30, 2024
Core & Main & Waterworks Distribution: A Supplier's Perspective
Apr 29, 2024
Partner Interview
Core & Main•US•Mid CapFergusonReeceB2B MiddlemenIndustrialsApr 29, 2024
Weekly update
Watsco & FERG Customer Survey, Veeva Systems, IQVIA, Lumine, Indutrade, Smartsheet & MNDY, Inchape & Chinese OEMs, PPC
Apr 24, 2024
Watsco•US•Large CapVeevaIndutradeNokiaIQVIASalesforceSmartsheetFergusonInchcapeBYDServiceNowAtlassianmondaycom
Apr 24, 2024
IP Research Survey
Watsco Customer Survey: Service Quality, SEER, and Replacement Demand
Apr 23, 2024
IP ResearchWatsco•US•Large CapFergusonCarrier GlobalLennox InternationalMitsubishi CorporationB2B MiddlemenIndustrials
Apr 23, 2024
Weekly update
ACV Auctions Survey, Stevanato, Danaher, FERG, UMG, GoEasy, Miller Industries, GYM
Mar 4, 2024
ACV Auctions•US•Small CapFergusongoeasyThe GymDanaherUniversal MusicSpotifyManheimBasic Fit
Mar 4, 2024
Ferguson: Waterworks and Plumbing Distribution
Mar 1, 2024
Mar 1, 2024
Weekly update
Ferguson, Vroom Diagnosis, Inchcape, EVO's APAC Operations, Sunbelt Specialty Equipment
Feb 14, 2024
Ferguson•US•Large CapEvolutionVroomCarvanaInchcapeToyotaCarMaxAshtead Group
Feb 14, 2024
Ferguson PLC: Plumbing, Waterworks, & HVAC Business Quality
Feb 8, 2024
Feb 8, 2024
Weekly update
Ashtead Survey: Competition w/ Indie Equipment Rental Firms, Ferguson vs Watsco, Appfolio, Vistry
Feb 7, 2024
Ashtead Group•GB•Large CapWatscoFergusonAppFolioUnited Rentals
Feb 7, 2024
Ferguson vs Watsco: HVAC Distribution
Feb 1, 2024
Feb 1, 2024
You've reached the end