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Found 16 results in 4ms
Found 16 results in 4ms
May 5, 2026
Home Depot, Mingledorff's & Strategic Entry into HVAC Distribution
Partner Interview
The Home Depot•US•Mega CapCarrier EnterpriseDaikinWatscoFergusonB2B MiddlemenConsumer DiscretionaryIndustrialsFeb 4, 2026
Mueller Industries: Supplier Bargaining Power
Partner Interview
Mueller Industries•US•Large CapFergusonB2B MiddlemenMaterialsIndustrialsJan 23, 2026
Core & Main Inc: M&A Strategy & Opportunity
Partner Interview
Core & Main•US•Mid CapWatscoFergusonB2B MiddlemenIndustrialsJan 13, 2026
Core & Main: Market Structure & Local Execution
Partner Interview
Core & Main•US•Mid CapFergusonAdvanced Drainage SystemsB2B MiddlemenIndustrialsIP Research Resource
Dec 30, 2024
In Practise 2024: Year In Review
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
Weekly update
May 2, 2024
Veeva vs IQVIA, SDI Group, Rightmove, Watsco, FERG, Core & Main, Evotec, Dynatrace, Jamf
IQVIA•US•Large CapZooplaVeevaJamfSDI GroupRightmoveEvotecDynatraceWatscoAppleDatadogMicrosoftLifcoFergusonPfizerTrane Technologies
Apr 30, 2024
Watsco, Ferguson: HVAC OEM-Distributor-Contractor Relationship Dynamics
Partner Interview
Watsco•US•Large CapFergusonBaker HughesDaikinComfort Systems USALennox InternationalMideaGree ElectricCarrier GlobalTrane TechnologiesB2B MiddlemenIndustrialsEnergyConsumer DiscretionaryApr 29, 2024
Core & Main & Waterworks Distribution: A Supplier's Perspective
Partner Interview
Core & Main•US•Mid CapFergusonReeceB2B MiddlemenIndustrialsWeekly update
Apr 24, 2024
Watsco & FERG Customer Survey, Veeva Systems, IQVIA, Lumine, Indutrade, Smartsheet & MNDY, Inchape & Chinese OEMs, PPC
Watsco•US•Large CapVeevaIndutradeNokiaIQVIASalesforceSmartsheetFergusonInchcapeBYDServiceNowAtlassianmondaycom
IP Research Survey
Apr 23, 2024
Watsco Customer Survey: Service Quality, SEER, and Replacement Demand
IP ResearchWatsco•US•Large CapFergusonCarrier GlobalLennox InternationalMitsubishi CorporationB2B MiddlemenIndustrials
Weekly update
Mar 4, 2024
ACV Auctions Survey, Stevanato, Danaher, FERG, UMG, GoEasy, Miller Industries, GYM
ACV Auctions•US•Small CapFergusongoeasyThe GymDanaherUniversal MusicSpotifyManheimBasic Fit
Mar 1, 2024
Ferguson: Waterworks and Plumbing Distribution
Weekly update
Feb 14, 2024
Ferguson, Vroom Diagnosis, Inchcape, EVO's APAC Operations, Sunbelt Specialty Equipment
Ferguson•GB•Large CapEvolutionVroomCarvanaInchcapeToyotaCarMaxAshtead Group
Feb 8, 2024
Ferguson PLC: Plumbing, Waterworks, & HVAC Business Quality
Weekly update
Feb 7, 2024
Ashtead Survey: Competition w/ Indie Equipment Rental Firms, Ferguson vs Watsco, Appfolio, Vistry
Ashtead Group•GB•Large CapWatscoFergusonAppFolioUnited Rentals
Feb 1, 2024
Ferguson vs Watsco: HVAC Distribution
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