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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Watsco (WSO) investor relations material
Watsco Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary11 Dec, 2025
Strategic Vision and Growth Targets
Launched the 10, 30, and 5 plan: $10B in sales, 30% gross margins, and five inventory turns, up from $7.5B in sales and 27% gross margins currently.
Growth strategy centers on digital adoption, e-commerce, OnCall Air, SupplySync.com, shared purchasing, and AI innovation.
Focused on expanding non-equipment sales, aiming to increase parts and supplies from 30% to 50% of the business, which is margin-accretive.
Emphasized collaborative growth across business units, leveraging shared resources, buying power, and technology to unlock new value.
Stressed long-term, sustainable growth, supported by a strong balance sheet and significant employee ownership.
Technology and Digital Transformation
Built a robust digital ecosystem over 15 years, including data warehouse, e-commerce, mobile apps, AI-driven analytics, and pricing optimization.
E-commerce sales reached $2.5B, with 80% digital penetration in some regions and 900,000+ SKUs managed digitally.
Ongoing innovation in digital products, AI integration, and best practice sharing across business units.
AI and automation streamline onboarding, customer service, technical support, and pricing, reducing manual work and improving customer experience.
PriceFX pricing platform delivered 200 basis points of margin improvement since 2020, with ongoing optimization and AI-driven agents for future gains.
Pricing Optimization and Technology
Pricing optimization has delivered a 200 basis point margin gain over five years, with 3.8M customer pricing updates in 2025.
Dynamic pricing leverages customer segmentation, purchase behavior, and competition, supported by advanced analytics.
Next steps include AI-driven pricing agents, expanded segmentation, and a quoting engine for strategic price setting.
How does tech improve M&A returns and integration?
Hydros: Long-term impact on inventory turns and SKUs?
SupplySync: How will it capture enterprise customers?
Partial view of Summaries dataset, powered by Quartr API
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Q4 202513 Feb, 2026
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Frequently asked questions
Watsco, Inc., distributes air conditioning, heating, and refrigeration equipment, and related parts and supplies in the United States, Canada, Mexico, and Puerto Rico. The company offers residential ducted and ductless air conditioners; gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other specialized equipment. It also distributes thermostats, insulation materials, refrigerants, ductwork products, tools and supplies, thermostat wire and cable products, installation materials, grills and registers, registers steel products, adapters/couplings/manifolds core removal tools/accessories line sets cables portable soda machines gas conversion kits condenser pads line sets portable soda machines gas conversion kits grainger condenser pads. Watsco, Inc. was founded in 1945 and is headquartered in Miami, Florida.
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