Fillrate (Ferguson)

business, technology · EN

The Ferguson file: what was ordered against what actually shipped. Ferguson is North America's largest distributor of the water and air that runs a building, the plumbing, HVAC, waterworks, pipe, valves and fittings behind the walls of houses, hospitals, plants and data centers, sold from seventeen hundred branches to the professionals who install them. Each episode is the audio edition of a written director-grade briefing: the company's declared model scored against the quarter, price moves decomposed before they are narrated, and three questions worth bringing to the table. Built entirely from the public record: filings, calls, decks, and the tape. One quarter at a time.