1232 ET - 家得宝已经收购了一些建筑产品供应商,以推动行业的整体整合,但根据Truist分析师的说法,该公司可能也会因其客户之间的整合而获得长期收益。分析师表示,家得宝的客户尤其受到私募股权的收购,这可能会为公司“提供一个显著的长期上行杠杆”。例如,收购三家主要屋顶承包商的私募股权公司可能会寻求整合其采购,这将使家得宝在竞争中处于有利位置,因为其成本结构、产品广度/深度和分销能力都很强。 (nicholas.miller@wsj.com)
1232 ET - 家得宝已经收购了一些建筑产品供应商,以推动行业的整体整合,但根据Truist分析师的说法,该公司可能也会因其客户之间的整合而获得长期收益。分析师表示,家得宝的客户尤其受到私募股权的收购,这可能会为公司“提供一个显著的长期上行杠杆”。例如,收购三家主要屋顶承包商的私募股权公司可能会寻求整合其采购,这将使家得宝在竞争中处于有利位置,因为其成本结构、产品广度/深度和分销能力都很强。 (nicholas.miller@wsj.com)
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