Sells over a million maintenance, repair and operating supplies—think the hardware store for factories, warehouses and offices.
Keeps roughly 39% of revenue as gross profit and about 10 cents on every dollar as net profit, split between high-touch sales reps and self-serve digital ordering.
Its scale in procurement, logistics and product breadth is hard to copy, but Amazon Business and Fastenal are chipping at the low-margin, high-volume end. Hence eroding.
Key events, in time order
Sales $5.0B up 10.3%, EPS $12.01 beat, raises 2026 sales, earnings and margin outlook
Q2 revenue beat estimates on broad demand improvement and tariff refunds
Arrowstreet cut 3.8%, Bank of Nova Scotia cut 68.8%, showing institutional repositioning
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The post suggests buying great businesses during downturns, implying W.W. Grainger, Inc. may be undervalued and a good long-term investment opportunity.
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Facts and opinions separated · All items sourced · Not investment advice
