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Core & Main & Ferguson: Waterworks Distribution Competitive Dynamics
Sep 23, 2026
Partner Interview
Core & Main•US•Mid CapFergusonSep 23, 2026
Home Depot, Mingledorff's & Strategic Entry into HVAC Distribution
May 5, 2026
Partner Interview
The Home Depot•US•Mega CapCarrier EnterpriseDaikinWatscoFergusonMay 5, 2026
Mueller Industries: Supplier Bargaining Power
Feb 4, 2026
Partner Interview
Mueller Industries•US•Large CapFergusonFeb 4, 2026
Core & Main Inc: M&A Strategy & Opportunity
Jan 23, 2026
Partner Interview
Core & Main•US•Mid CapWatscoFergusonJan 23, 2026
Core & Main: Market Structure & Local Execution
Jan 13, 2026
Partner Interview
Core & Main•US•Mid CapFergusonAdvanced Drainage SystemsJan 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 CostsSerial Acquirer
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 TechnologiesSwitching CostsAuctions & Classifieds
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 TechnologiesApr 30, 2024
Core & Main & Waterworks Distribution: A Supplier's Perspective
Apr 29, 2024
Partner Interview
Core & Main•US•Mid CapFergusonReeceApr 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 CapVeevaIndutradeNokiaIQVIASalesforceSmartsheetFergusonInchcapeBYDServiceNowAtlassianmondaycomSwitching CostsB2B Software
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 Corporation
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 FitNetwork EffectsAuctions & Classifieds
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 GroupCounter PositioningB2B Middlemen
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 RentalsSwitching CostsB2B Middlemen
Feb 7, 2024
Ferguson vs Watsco: HVAC Distribution
Feb 1, 2024
Feb 1, 2024
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