May Blog: Rallying Around Profitable Growth

As we navigate an ever-evolving business landscape, I want to take a moment to recognize the incredible work happening across the company. The impact of tariffs has presented significant challenges, but thanks to your dedication and collaboration, we’re managing through them with a combination of mitigation strategies and necessary price adjustments. Your efforts have not gone unnoticed—thank you for stepping up and staying focused.

Looking ahead, we’ve set a bold and clear direction with our Rally Cry: Achieve Profitable Share Growth. This isn’t just a slogan—it’s a commitment to disciplined execution and smarter growth strategies that will help us win in the market.

To bring this Rally Cry to life, we’re aligning around four core priorities:

  1. Clean Orders – By improving order accuracy and streamlining our processes, we’re reducing waste, minimizing delays, and enhancing the customer experience. Clean orders mean faster fulfillment and fewer downstream issues. Key IT initiatives—spanning pricing, agent commissions, and RDC automation are central to this effort.
  2. New Logos on Key Accounts – Growth requires new wins. We’re targeting strategic accounts and securing new logos that align with our strengths and value proposition.
  3. Optimize Distribution and Logistics – Speed matters. We’re rethinking how we move product and serve customers to deliver faster and more efficiently than ever before.
  4. Mitigate Tariff Impacts – We continue to address cost pressures from the shifting tariff landscape by optimizing sourcing strategies and identifying efficiencies across operations. This proactive approach helps us stay competitive while protecting our margins.

Our efforts are paying off. Year-to-date sales through April are on budget and ahead of last year. Profitability has significantly improved, and customer satisfaction continues to rise—clear signs that our strategy is working!

This Rally Cry is more than a goal— it’s a shared commitment. A commitment to each other, to our customers, and to the future we’re building together. Let’s keep pushing forward, united by purpose and driven by results.

Thank you for everything you do. Look for your invitation to our All Employee Meeting on June 4, 2025. Jason Sherrill and Tom Boyle will share updates on their business areas. I welcome your questions in advance. Simply submit them here: https://forms.office.com/r/CG3gdnZZu8.