Business Breakdowns
Episode 179 Graco: Mastering The Flow
Business Breakdowns

Episode 179: Graco: Mastering The Flow

Business Breakdowns

Episode 179

Graco: Mastering The Flow

Aaron Wasserman is the Managing Partner at Third Period Capital. We cover the diverse applications of Graco's fluid handling systems, how the company keeps track of 70,000 SKUs, and how it kept its culture intact while growing rapidly.

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(00:00:00) Introduction to Business Breakdowns

(00:04:52) Overview of Graco

(00:05:40) Graco's Market and Products

(00:06:57) Customer Segments and Sales Strategy

(00:09:29) Financial Performance and Growth

(00:11:08) Historical Milestones and Leadership

(00:14:34) Competitive Landscape and Differentiators

(00:23:40) Acquisitions and Future Opportunities

(00:26:31) Financial Efficiency and Capital Allocation

(00:28:10) Product Development and Cost Management

(00:28:53) Company Culture and Productivity

(00:30:44) Customer Relationships and ROI

(00:40:05) Risks and Challenges

(00:43:45) Lessons for Investors and Operators

 

Graco: Mastering The Flow

Introduction

Jesse
I'm Jesse Pujji. Today, we're breaking down Graco, a leading manufacturer of fluid-handling equipment and industrial products. Graco was founded in 1926 and has become a leader in the design and manufacture of systems used to move, measure, control, dispense and spray a wide variety of fluids and powders.

You might be familiar with Graco's products if you've ever used a paint sprayer, but Graco's equipment is used for much more than that. Their fluid-handling systems are used on things such as gluing the soles on shoes, pumping ink onto bills, lubricating heavy machinery and even coating Doritos with flavored powders.

To break down this $13 billion market cap company, I'm joined by Aaron Wasserman, Managing Member of Third Period Capital. We cover Graco's market position, its huge range of SKUs and what the future might hold. Please enjoy this business breakdown of Graco.

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