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