W W Grainger (GWW) Investor presentation summary

Company overview and market position

• Leading broad line distributor with operations in North America and Japan, offering over 35 million products and serving more than 4.6 million active customers.

• Achieved $18.8B in revenue for the last twelve months ending June 30, 2026, with 55 consecutive years of dividend increases.

• Two primary go-to-market models: High-Touch Solutions for large, complex customers and Endless Assortment for smaller, less complex customers.

• Largest MRO distributor in North America, with a significant presence in Japan through MonotaRO.

• Exited the U.K. market in Q4 2025, focusing on core geographies.

Customer value proposition and technology

• Delivers value-added MRO solutions via specialist teams and curated digital experiences, with over 75% of orders through digital channels.

• Endless Assortment segment provides streamlined online purchasing, with over 17 million registered users and 42 million available SKUs.

• Advanced data and technology systems, including AI/ML tools, enhance merchandising, marketing, and customer solutions.

• Customer-centric approach drives a commercial flywheel, deepening relationships and increasing profitability.

Supply chain and operational excellence

• Purpose-built supply chain enables broad, next-day delivery coverage, with 99% of U.S. postal codes and over 80% of Canadian codes reachable next day.

• Network includes 374 branches and multiple distribution centers across North America.

• Focus on reliability, cost management, and sustainability, outperforming peers in service and operational efficiency.