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[SITE] SiteOne Landscape Supply

SiteOne sources 135k landscaping SKUs from 5k suppliers and distributes to 280k customers, most of them private contractors operating in a single market. It is in the early innings of rolling up a fragmented $23bn industry, its share 5x that of the next largest player but still just a 15% of the overall market, which [...]
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Thoughts on Watsco and some businesses like it

Posted By scuttleblurb On In [POOL] Pool Corp.,[SITE] SiteOne,[WSO] Watsco | Comments Disabled
A deep local presence can confer competitive advantages in industries with low entry barriers.  Rollins typically commands the largest share in its markets, allowing it to service more houses per technician outing than competitors, resulting in greater labor productivity and scale economies on marketing and branch overhead.  Fastenal clusters its stores near customers, permitting steady [...]
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