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QXO: M&A Growth Strategy & Margin Structure

Partner Interview
QXO•US•Large CapBeacon Roofing SupplyBuilders FirstSourceCarlisle CompaniesGAF RoofingJohns ManvilleSRS Holdings Co.,Ltd.The Home DepotTopBuildScale EconomiesB2B Middlemen
Sep 14, 2026

TopBuild & QXO: Distribution, Installation & Building Products Integration

Partner Interview
QXO•US•Large CapBeacon Roofing SupplyBuilders FirstSourceCertainTeedSRS Holdings Co.,Ltd.The Home DepotTopBuildScale EconomiesB2B Middlemen
Aug 20, 2026

QXO & Beacon Roofing: Distribution Model, M&A Strategy & Competitive Dynamics

Partner Interview
QXO•US•Large CapBuilders FirstSourceCarlisle CompaniesCertainTeedFloor & DecorThe Home DepotScale EconomiesB2B Middlemen
Jul 29, 2026

PoolCorp vs Heritage: A Pool Builder's Perspective on Distributor Competition

Partner Interview
Pool•US•Mid CapFluidraHaywardLathamLeslie'sThe Home Depot
Jul 17, 2026

POOLCORP: Competitive Dynamics, Margins & Long-Term Growth Outlook

Partner Interview
Pool•US•Mid CapThe Home Depot
Jun 29, 2026

Home Depot, Mingledorff's & Strategic Entry into HVAC Distribution

Partner Interview
The Home Depot•US•Mega CapCarrier EnterpriseDaikinWatscoFerguson
May 5, 2026

POOLCORP: Branch Density, Pricing Power & Regional Market Share

Partner Interview
Pool•US•Mid CapFluidraThe Home DepotLeslie's
Mar 22, 2026

Tariffs and the U.S. Home Furniture Market: Costs, Capacity, and Repricing

Partner Interview
Wayfair•US•Large Caphome24AmazonRHArhausWestwingLowesThe Home DepotBrand EquityVertically Integrated Retailer
Jan 2, 2026

BuildDirect: Direct-Sourcing Economics & Vertical Integration Pivot

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BuildDirectcom•CAFloor & DecorThe Home DepotLowes
Dec 15, 2025

Builders FirstSource: Vertical Integration, Lead-Time Control, and Cycle-Time Savings

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Builders FirstSource•US•Mid CapQXOBeacon Roofing SupplyLGI HomesLennarNVRD.R. HortonMeritage HomesLowesThe Home DepotCornered ResourceB2B Middlemen
Nov 25, 2025

Floor & Decor: Pro-Driven Growth, Import-Cost Pressure & Soft-Flooring Opportunity

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Floor & Decor•US•Mid CapThe Home DepotLowesBuildDirectcomQXOMohawk IndustriesTarkett S.A.Shaw FloorsScale EconomiesB2B Middlemen
Nov 24, 2025

Floor & Decor: Container Economics & Stockout-Smart Logistics

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Floor & Decor•US•Mid CapThe Home DepotBuildDirectcomQXOLowesMenardsScale EconomiesB2B Middlemen
Nov 13, 2025

Floor & Decor: Direct Sourcing & Retail Strategy

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Floor & Decor•US•Mid CapBuildDirectcomQXOLowesThe Home DepotMohawk IndustriesMenardsScale EconomiesB2B Middlemen
Nov 11, 2025

BuildDirect: E-Commerce Turnaround, Unit Economics & Pro-Channel Strategy

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BuildDirectcom•CAFloor & DecorThe Home DepotLowesMenardsMohawk IndustriesTarkett S.A.
Nov 10, 2025

Wayfair: Multichannel Monetization & Competitive Positioning

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Wayfair•US•Large CapAmazonWilliams-SonomaThe Home DepotWalmartTargetArhaushome24WestwingScale EconomiesVertically Integrated Retailer
Oct 27, 2025

QXO: Manufacturer-Distributor Power Dynamics in US Building Product Market

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QXO•US•Large CapBuilders FirstSourceCarlisle CompaniesThe Home DepotLowesGAF RoofingJohns ManvilleScale EconomiesB2B Middlemen
Oct 15, 2025

Heartland Express & the U.S. FTL Market: Partials and Dedicated Contracts

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Heartland Express•US•Small CapJB Hunt Transport ServicesWerner EnterprisesKnightSwift TransportationThe Home DepotXPOOld Dominion Freight LineMainfreightSaiaFedExUnited Parcel Service
Oct 2, 2025

Wayfair: CastleGate Multichannel Fulfillment

Partner Interview
Wayfair•US•Large CapAmazonWilliams-SonomaRHhome24ArhausThe Home DepotBeyond, Inc.WalmartDHLFedExBrand EquityVertically Integrated Retailer
Oct 1, 2025

QXO, Home Depot, SRS, & Building Product Distribution Market Structure

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QXO•US•Large CapCertainTeedBuilders FirstSourceThe Home DepotLowesSaint-GobainProcess PowerB2B Middlemen
Sep 5, 2025

QXO, Builders FirstSource, Home Depot: Advantage of One-Stop Building Product Distribution

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QXO•US•Large CapGAF RoofingBuilders FirstSourceBeacon Roofing SupplyCarlisle CompaniesThe Home DepotLowesFloor & DecorScale EconomiesB2B Middlemen
Aug 29, 2025

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