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QXO & Beacon Roofing: Distribution Model, M&A Strategy & Competitive Dynamics
Jul 29, 2026
Partner Interview
QXO•US•Large CapBuilders FirstSourceCarlisle CompaniesCertainTeedFloor & DecorThe Home DepotScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyMaterialsConsumer DiscretionaryJul 29, 2026
PoolCorp vs Heritage: A Pool Builder's Perspective on Distributor Competition
Jul 17, 2026
Partner Interview
Pool•US•Mid CapFluidraHaywardLathamLeslie'sThe Home DepotB2B MiddlemenIndustrialsConsumer DiscretionaryJul 17, 2026
POOLCORP: Competitive Dynamics, Margins & Long-Term Growth Outlook
Jun 29, 2026
Partner Interview
Pool•US•Mid CapThe Home DepotB2B MiddlemenIndustrialsConsumer DiscretionaryJun 29, 2026
Home Depot, Mingledorff's & Strategic Entry into HVAC Distribution
May 5, 2026
Partner Interview
The Home Depot•US•Mega CapCarrier EnterpriseDaikinWatscoFergusonB2B MiddlemenConsumer DiscretionaryIndustrialsMay 5, 2026
POOLCORP: Branch Density, Pricing Power & Regional Market Share
Mar 22, 2026
Partner Interview
Pool•US•Mid CapFluidraThe Home DepotLeslie'sB2B MiddlemenIndustrialsConsumer DiscretionaryMar 22, 2026
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
Wayfair: Multichannel Monetization & Competitive Positioning
Oct 27, 2025
Oct 27, 2025
QXO: Manufacturer-Distributor Power Dynamics in US Building Product Market
Oct 15, 2025
Oct 15, 2025
Heartland Express & the U.S. FTL Market: Partials and Dedicated Contracts
Oct 2, 2025
Oct 2, 2025
Wayfair: CastleGate Multichannel Fulfillment
Oct 1, 2025
Partner Interview
Wayfair•US•Large CapAmazonWilliams-SonomaRHhome24ArhausThe Home DepotBeyond, Inc.WalmartDHLFedExCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryConsumer StaplesIndustrialsOct 1, 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, Beacon Roofing: Roofing Industry Consolidation
Jul 31, 2025
Partner Interview
QXO•US•Large CapBeacon Roofing SupplyThe Home DepotBuilders FirstSourceScale EconomiesB2B MiddlemenSerial AcquirerIndustrialsInformation TechnologyConsumer DiscretionaryMaterialsJul 31, 2025
Wayfair, Amazon: Automating Warehouses for Heavy & Bulky Items
Jul 29, 2025
Jul 29, 2025
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