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Jun 26, 2025

QXO & US Building Product Distribution: A Manufacturer's Perspective

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QXOBuilders FirstSourceCertainTeedThe Home DepotGMSRexelD.R. HortonLGI HomesMeritage HomesLennarOwens CorningQXOBuilders FirstSourceCertainTeedThe Home DepotGMSRexelD.R. HortonLGI HomesMeritage HomesLennarOwens CorningScale EconomiesCornered ResourceB2B MiddlemenSerial AcquirerInformation TechnologyIndustrialsConsumer Discretionary
Jun 11, 2025

QXO: Beacon Roofing M&A Blueprint

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QXOBeacon Roofing SupplyThe Home DepotBuilders FirstSourceUS Lbm Holdings, LLC84 LumberGMSRexelQXOBeacon Roofing SupplyThe Home DepotBuilders FirstSourceUS Lbm Holdings, LLC84 LumberGMSRexelScale EconomiesB2B MiddlemenSerial AcquirerInformation TechnologyIndustrialsConsumer Discretionary
May 5, 2025

QXO, Builders FirstSource, & US Building Product Distribution

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QXOBuilders FirstSourceBeacon Roofing SupplyUS Lbm Holdings, LLC84 LumberGMSRexelThe Home DepotLowesQXOBuilders FirstSourceBeacon Roofing SupplyUS Lbm Holdings, LLC84 LumberGMSRexelThe Home DepotLowesScale EconomiesB2B MiddlemenSerial AcquirerInformation TechnologyIndustrialsConsumer Discretionary
Mar 10, 2025

A History of Amazon Business

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Amazon•US•Mega CapWalmartW W GraingerMcKessonCardinal HealthRexelMSC Industrial DirectFastenalRS GroupThe Home DepotNetwork EffectsScale EconomiesSwitching CostsB2B MiddlemenVertically Integrated RetailerPhysical Infra & NetworksConsumer StaplesIndustrialsHealth CareInformation TechnologyConsumer Discretionary

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