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QXO & TopBuild: A Homebuilder's Perspective on the Post-Acquisition Integration
Oct 8, 2026
Partner Interview
QXO•US•Large CapScale EconomiesB2B MiddlemenOct 8, 2026
QXO & TruTeam: A Homebuilder's Perspective on Insulation Installation
Oct 2, 2026
Partner Interview
QXO•US•Large CapTopBuildInstalled Building ProductsScale EconomiesB2B MiddlemenOct 2, 2026
Core & Main & Ferguson: Waterworks Distribution Competitive Dynamics
Sep 23, 2026
Partner Interview
Core & Main•US•Mid CapFergusonSep 23, 2026
QXO: M&A Growth Strategy & Margin Structure
Sep 14, 2026
Partner Interview
QXO•US•Large CapBeacon Roofing SupplyBuilders FirstSourceCarlisle CompaniesGAF RoofingJohns ManvilleSRS Holdings Co.,Ltd.The Home DepotTopBuildScale EconomiesB2B MiddlemenSep 14, 2026
James Hardie: Fiber Cement Price Elasticity & Contractor Economics
Sep 11, 2026
Partner Interview
James Hardie Industries plc•IE•Large CapQXOLouisiana-PacificScale EconomiesB2B MiddlemenSep 11, 2026
AutoZone vs O'Reilly: Commercial Pro Business & Parts Availability
Sep 10, 2026
Partner Interview
AutoZone•US•Large CapOReilly AutomotiveAdvance Auto PartsScale EconomiesB2B MiddlemenSep 10, 2026
Weekly update
Domino's, Copart, Danaher, Veeva, Disney, POOL
Sep 10, 2026
Dominos Pizza•US•Mid CapVeevaDanaherCopartSap SePoolWalt DisneySwitching CostsB2B Software
Sep 10, 2026
AutoZone vs O'Reilly: Commercial Ramp-up from a Collision Repair Customer
Aug 28, 2026
Partner Interview
AutoZone•US•Large CapOReilly AutomotiveScale EconomiesB2B MiddlemenAug 28, 2026
AutoZone vs O'Reilly: Commercial Business Culture & Brand Strategy
Aug 24, 2026
Partner Interview
AutoZone•US•Large CapOReilly AutomotiveScale EconomiesB2B MiddlemenAug 24, 2026
AutoZone vs O'Reilly: Commercial Strategy, Culture & Parts Network
Aug 20, 2026
Partner Interview
AutoZone•US•Large CapOReilly AutomotiveScale EconomiesB2B MiddlemenAug 20, 2026
TopBuild & QXO: Distribution, Installation & Building Products Integration
Aug 20, 2026
Partner Interview
QXO•US•Large CapBeacon Roofing SupplyBuilders FirstSourceCertainTeedSRS Holdings Co.,Ltd.The Home DepotTopBuildScale EconomiesB2B MiddlemenAug 20, 2026
TopBuild & IBP: Insulation Contracting M&A Multiples and Deal Dynamics
Aug 12, 2026
Partner Interview
QXO•US•Large CapTopBuildScale EconomiesB2B MiddlemenAug 12, 2026
QXO & Roofing Distribution: Contractor Economics & Growth Limits
Aug 9, 2026
Partner Interview
QXO•US•Large CapMenardsBeacon Roofing SupplySRS Holdings Co.,Ltd.Scale EconomiesB2B MiddlemenAug 9, 2026
QXO, Kodiak & the Challenges of LBM Distribution Integration
Jul 31, 2026
Partner Interview
QXO•US•Large CapCertainTeedBuilders FirstSourceScale EconomiesB2B MiddlemenJul 31, 2026
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 MiddlemenJul 29, 2026
QXO & ABC Supply: Commercial Roofing Distribution Competitive Dynamics
Jul 17, 2026
Partner Interview
QXO•US•Large CapScale EconomiesB2B MiddlemenJul 17, 2026
PoolCorp vs Heritage: A Pool Builder's Perspective on Distributor Competition
Jul 17, 2026
Partner Interview
Pool•US•Mid CapFluidraHaywardLathamLeslie'sThe Home DepotJul 17, 2026
POOLCORP & Heritage: Pool Distribution Competitive Dynamics
Jul 16, 2026
Partner Interview
Pool•US•Mid CapHaywardLeslie'sJul 16, 2026
Weekly update
OpenAI, AppLovin, S&P & Moody's Analytics
Jul 9, 2026
OpenAIAnthropicApplovinAccentureS&P GlobalMoodys
Jul 9, 2026
POOLCORP: Competitive Dynamics, Margins & Long-Term Growth Outlook
Jun 29, 2026
Partner Interview
Pool•US•Mid CapThe Home DepotJun 29, 2026
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