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Wholesale Change: What M&A Buyers Really Want, McLane’s Driverless Trucks, and AI’s Failing Grade at the Parts Counter
Earnings season is about to kick off, and the deal scorecard is already coming into focus. Ian Heller and Mark Brohan break down what the latest M&A data says about why investors keep piling into MRO, fasteners and HVAC while construction supplies, where White Cap has the field largely to itself, gets overlooked. Fastenal, Watsco, Home Depot, Lowe’s and QXO all figure into the conversation. Then we turn to the robots. McLane’s pilot with Aurora puts driverless trucks on the road for a Berkshire Hathaway foodservice distributor, while warehouse robotics keep spreading through First Supply…
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