A Short-Cycle Revival And New Leadership Offer Some Hope For MSC Industrial

2025-12-09 17:21:26 ET

This year has not been an especially good one for short-cycle industrial end-markets, and by extension the distributors who serve them. A rougher macro outlook for the first half of 2025 was a big part of why I was neutral on MSC Industrial ( MSM ) early this year, and though the shares are up some since then (about 5%), they’ve lagged the broader industrial space and faster-growing Fastenal ( FAST ) (though W.W. Grainger ( GWW ) has performed the worst of these big three)....

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