The share price of MSC Industrial has lagged that of peers such as Grainger (GWW) and Fastenal (FAST), and also that of suppliers such as Kennametal (KMT). The market is wondering whether MSC Industrial's issues are predominantly driven by cyclical factors or increased online competition from Amazon (AMZN), which is expanding into industrial distribution and is altering price transparency and competitive balance.
MSC Industrial saw some long-awaited price leverage, but the organic growth rate seems light compared to its multiyear highs.
How do you think MSM?
https://www.finstead.com/bite/MSC-Industrial-Direct-MSM-earnings-estimates-june-30-2018
Submitted July 02, 2018 at 03:55AM by BitBitWin https://ift.tt/2IJImuJ
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