Industrial Distribution Companies Could Deliver Strong 2025 -- Market Talk

Dow Jones

2024/10/17

1504 ET - Investor sentiment surrounding W. W. Grainger and Wesco International has reset appropriately after a period of excessive optimism, Baird analysts say in a note. "The combination of lower rates, secular drivers, and easing election uncertainty should drive improved industrial/commercial markets in 2025," they say. The analysts see previous issues-including unfavorable seasonality and back-half-weighted guidance-as resolved. "We like the cyclical setup, leverage to rate cuts/accelerating end markets in 2025+, and company-specific stories and are resuming a more positive group stance, overall," the analysts say. (jasmine.li@wsj.com)

(END) Dow Jones Newswires

October 16, 2024 15:04 ET (19:04 GMT)

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W. Grainger and Wesco International has reset appropriately after a period of excessive optimism, Baird analysts say in a note. \"The combination of lower rates, secular drivers, and easing election uncertainty should drive improved industrial/commercial markets in 2025,\" they say. The analysts see previous issues-including unfavorable seasonality and back-half-weighted guidance-as resolved. \"We like the cyclical setup, leverage to rate cuts/accelerating end markets in 2025+, and company-specific stories and are resuming a more positive group stance, overall,\" the analysts say. 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W. Grainger and Wesco International has reset appropriately after a period of excessive optimism, Baird analysts say in a note. \"The combination of lower rates, secular drivers, and easing election uncertainty should drive improved industrial/commercial markets in 2025,\" they say. The analysts see previous issues-including unfavorable seasonality and back-half-weighted guidance-as resolved. \"We like the cyclical setup, leverage to rate cuts/accelerating end markets in 2025+, and company-specific stories and are resuming a more positive group stance, overall,\" the analysts say. 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