Inside this note, we examine a positive turnaround and look to what this means for ADI and the industry. Is this a signal of recovery in the security industry?
With the dismal product stock of DSC products at Anixter, we've had no choice but to switch to Honeywell which we purchase from ADI. I can imagine we are one of many that have had to shift purchases to ADI which would help their numbers.
This is a good analysis for the remainder of 2020. Here's why, so we can gain perspective by tracking all distributors distribution on one graph so we can review and comment on a broader spectrum? I could care less what integrators are doing what and how(other than scratching their heads). If the security industry distribution can be scaled that would give some a much needed hindsight metric to ponder and poke.
Distribution indeed is a good barometer of industry nuances. It is still a mixed bag of expectations. Meaning, many wholesalers are still affected by the same level of lockdown/opening we all are. Several have touted fever technology products as a prime Q2 lift element to offset delayed project business.
That said, retrofit and upgrade business (heavy on commercial touch-free access and residential home experience) is helping keep a lot installation companies in business while we all await new work to return, albeit with a smaller end user base.
As a rep firm, we are catering to the interim opportunities by making dealers aware of legacy account add-on solutions as well as Fever/Mask/Biometric technology.
There was no fundamental change outside of market driven demand. Our performance in Q2 could not have been achieved without proper inventory management across our entire product portfolio.
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Comments (8)
Undisclosed Manufacturer #1
I was extremely pessimistic about my business outlook for the remainder of 2020... and then the rioting started.
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Undisclosed Integrator #2
With the dismal product stock of DSC products at Anixter, we've had no choice but to switch to Honeywell which we purchase from ADI. I can imagine we are one of many that have had to shift purchases to ADI which would help their numbers.
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Undisclosed #4
This is a good analysis for the remainder of 2020. Here's why, so we can gain perspective by tracking all distributors distribution on one graph so we can review and comment on a broader spectrum? I could care less what integrators are doing what and how(other than scratching their heads). If the security industry distribution can be scaled that would give some a much needed hindsight metric to ponder and poke.
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Chris Lanier
Distribution indeed is a good barometer of industry nuances. It is still a mixed bag of expectations. Meaning, many wholesalers are still affected by the same level of lockdown/opening we all are. Several have touted fever technology products as a prime Q2 lift element to offset delayed project business.
That said, retrofit and upgrade business (heavy on commercial touch-free access and residential home experience) is helping keep a lot installation companies in business while we all await new work to return, albeit with a smaller end user base.
As a rep firm, we are catering to the interim opportunities by making dealers aware of legacy account add-on solutions as well as Fever/Mask/Biometric technology.
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Larry Tracy
As a ADI customer they are not stocking all kinds of products as before, so no doubt helps cash flow. Most likely on purpose.
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