W.W. Grainger: Price Increases, Easing Chinese Tensions And Further Re-Rating Potential

  • W.W. Grainger is poised for strong growth, leveraging pricing power, scale, and investments in distribution and digital capabilities to outpace the U.S. MRO market. Recent and upcoming price increases, especially in response to tariffs, should boost sales and support margin expansion, with positive customer sentiment and minimal inventory destocking. The Endless Assortment segment is delivering double-digit growth, driven by B2B traction and retention, while reshoring trends support long-term demand for MRO products.