84% expect 2026 sales to increase at least 3%, up 7 percentage points from the previous quarterly survey. 45% expect growth of at least 8%.
Morgan Stanley Real Assets said the U.S. industrial market appears to be moving from a cyclical recovery toward another growth cycle, with demand accelerating while development remains constrained.
Overall, the Beige Book suggests distributors entered the second half of 2026 with healthy demand across many industrial markets but continued pressure on profitability
On a three-month moving average basis, the trade deficit increased to $62.9 billion, as import growth continued to outpace exports.
Together, the additions broaden the marketplace across 200 product categories, including electrical, industrial, information technology, laboratory supplies, foodservice equipment, facility maintenance, and workplace furnishings.
The launch reflects growing interest across the distribution industry in agentic AI, which enables software systems to perform tasks such as supplier selection, quote generation and purchasing with limited human intervention.
The company said the Mexican operation was built to provide local inventory management, logistics support and technical service while leveraging Palmer Holland’s broader North American supplier network.
The acquisition expands Imperial Dade Canada’s geographic coverage in Canada and adds Enterprise Paper’s established customer relationships, sales organization, and distribution capabilities to the company’s network.
For distributors, the trend could create additional demand for consumable products tied to pool construction, maintenance, and water treatment.
For distributors and manufacturers, transportation providers are increasingly differentiating themselves through cross-border expertise, shipment visibility, and speed rather than price alone.