David Rosenthal
speaker
40,888 appearances
64 recordings
4 series
first heard Aug 2022
last heard 14 Sep
David Rosenthal’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 12 in all, peaking in Oct 2025 with 3.
Appearances
Imagine trying to put 3,000 pounds of lumber through the Amazon logistics
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Amazon has built out some side channels to be able to do this, but this is all that Home Depot has been investing in for the last 20 years when they haven't been building stores.
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is this like you can get 3 000 pounds of lumber in two hours at your house
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where i actually need lumber they've where
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Interesting.
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The other one is China and international.
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Just the culture around DIY and home improvement is not the same in most places in the world and definitely not the same in China.
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So they tried to
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Well, a huge focus of the company and most of their growth for the past decade or so, COVID excluded, has been from pros, from contractors and getting bigger and bigger contractors and builders more deep into their supply workflows.
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And e-commerce is actually a big part of this, too.
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A lot of the smaller contractors, residential GCs, they're already Home Depot is their primary just-in-time supply and increasingly their main supplier.
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But if you think about like really big builders, multifamily, commercial, you know, cranes, big stuff.
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Historically, Home Depot has not been penetrated into that.
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They've been penetrating a lot more into that.
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So now you need like corporate relationships.
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You need like orders aren't just like coming to the store.
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You need to be able to deliver it or go to the store.
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But it all needs to be in a very different enterprise kind of system.
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any
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flying.
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Showing 81–100 of 40,888 · page 5 of 2045
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