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Found 17 results in 5ms
Found 17 results in 5ms
Jan 2, 2026
Tariffs and the U.S. Home Furniture Market: Costs, Capacity, and Repricing
Partner Interview
Wayfair•US•Mid Caphome24AmazonRHArhausWestwingLowesThe Home DepotCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryDec 15, 2025
BuildDirect: Direct-Sourcing Economics & Vertical Integration Pivot
Nov 25, 2025
Builders FirstSource: Vertical Integration, Lead-Time Control, and Cycle-Time Savings
Nov 24, 2025
Floor & Decor: Pro-Driven Growth, Import-Cost Pressure & Soft-Flooring Opportunity
Nov 13, 2025
Floor & Decor: Container Economics & Stockout-Smart Logistics
Nov 11, 2025
Floor & Decor: Direct Sourcing & Retail Strategy
Nov 10, 2025
BuildDirect: E-Commerce Turnaround, Unit Economics & Pro-Channel Strategy
Oct 15, 2025
QXO: Manufacturer-Distributor Power Dynamics in US Building Product Market
Sep 5, 2025
QXO, Home Depot, SRS, & Building Product Distribution Market Structure
Aug 29, 2025
QXO, Builders FirstSource, Home Depot: Advantage of One-Stop Building Product Distribution
May 12, 2025
QXO, Builders FirstSource & US Building Distributors: A Home Builder's Perspective
May 5, 2025
QXO, Builders FirstSource, & US Building Product Distribution
Weekly update
Oct 2, 2024
Danaher Cytiva & Pall Bundling, First Watch, Vitrolife, Ecolab, L&W, DJCO, Builders FirstSource, Alta Equipment, FTAI, Macfarlane
Danaher•US•Large CapVitrolifeEcolabMacfarlaneGeneral ElectricSartoriusLowesAristocrat LeisureDaily JournalFTAI Aviation
Sep 26, 2024
Builders FirstSource: BMC Integration, Product-Market Fit & Distributor Relationships
Partner Interview
Builders FirstSource•US•Mid CapWeyerhaeuserLGI HomesMeritage HomesLennarKB HomeLowesThe Home DepotCornered ResourceIndustrialsReal EstateConsumer DiscretionaryJan 23, 2024
Amazon: Shipping Bulky Goods Through the FBA Network
Mar 11, 2022
Home Depot Pro vs DIY Customer Behaviour
Partner Interview
The Home Depot•US•Mega CapLowesGraingerConsumer DiscretionaryReal EstateOct 12, 2021
The Home Depot Pro, Cost Structure, & Growth Opportunities
Partner Interview
The Home Depot•US•Mega CapLowesConsumer DiscretionaryYou've reached the end