Description

W.W. Grainger’s Zoro And MonotaRO Momentum Could Unlock A Bigger Growth Runway!

W.W. Grainger reported a full year 2025 marked by moderate growth and strategic progress despite a challenging macroeconomic environment. The company achieved total revenue of $17.9 billion, representing 4.5% growth on a reported basis and 4.9% on a daily organic constant currency basis. This growth was driven by continued share gains in the High-Touch Solutions segment and strong top-line performance in the Endless Assortment segment, where sales increased by 15.6% daily organic constant currency, fueled by momentum at Zoro and MonotaRO. Grainger’s High-Touch Solutions segment grew volume by approximately 1.4%, outperforming a tailored multifactor market model which indicated a market contraction, suggesting ongoing share gains albeit below the company’s long-term outgrowth target of 400-500 basis points.