Fantastic deep dive on the building materials distribution opporunity! The Ferguson mention about warehouse localization is spot on - they've really mastered the balance between scale and local service. The QXO story is fascinating too. With the market still so fragmented, there's definitely room for a tech-enabled player to emerge. Great roundup!
Fantastic deep dive on the building materials distribution opporunity! The Ferguson mention about warehouse localization is spot on - they've really mastered the balance between scale and local service. The QXO story is fascinating too. With the market still so fragmented, there's definitely room for a tech-enabled player to emerge. Great roundup!