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Wholesale Change: AD Buys Back SupplyForce, Rexel's $1.4B Data Center Bet, and Is Walmart Distribution's Sleeping Giant?
Distribution's buying-group wars are heating up again. Ian Heller and Mark Brohan dig into AD's reacquisition of SupplyForce, the national-accounts platform AD spun out decades ago and is now folding back in-house — its 18th acquisition to date — and what that means for independents trying to compete with the likes of Grainger for big national contracts. From there, it's another chapter in the data-center land grab, as Rexel agrees to pay $1.4 billion for Chicago-based GCC, putting it in direct competition with Sonepar for a construction wave that may be slower to materialize than expected…
The skinny
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