Wednesday, January 23, 2019

All 59 US Wholesaling Cos With Stock Market Caps Above $1 Bil Posted Total Pretax Earnings in the First Nine Months of 2018 Which Declined Precipitously By 28% From That in the First Nine Months of 2017

......................................................................

From a review of SEC filings, I found 59 US Companies with stock markets caps of above $1 bil sometime in 2018 and which were included in one of the SEC Wholesale Standard Identification Classification Codes as shown below:


SIC
Code

Industry Title

5000
2

WHOLESALE-DURABLE GOODS
5010
5

WHOLESALE-MOTOR VEHICLES & MOTOR VEHICLE PARTS & SUPPLIES
5013
5

WHOLESALE-MOTOR VEHICLE SUPPLIES & NEW PARTS
5020
2

WHOLESALE-FURNITURE & HOME FURNISHINGS
5030
6

WHOLESALE-LUMBER & OTHER CONSTRUCTION MATERIALS
5031
6

WHOLESALE-LUMBER, PLYWOOD, MILLWORK & WOOD PANELS
5040
2

WHOLESALE-PROFESSIONAL & COMMERCIAL EQUIPMENT & SUPPLIES
5045
3

WHOLESALE-COMPUTERS & PERIPHERAL EQUIPMENT & SOFTWARE
5047
9

WHOLESALE-MEDICAL, DENTAL & HOSPITAL EQUIPMENT & SUPPLIES
5050
5

WHOLESALE-METALS & MINERALS (NO PETROLEUM)
5051
5

WHOLESALE-METALS SERVICE CENTERS & OFFICES
5063
10

WHOLESALE-ELECTRICAL APPARATUS & EQUIPMENT, WIRING SUPPLIES
5064
10

WHOLESALE-ELECTRICAL APPLIANCES, TV & RADIO SETS
5065
10

WHOLESALE-ELECTRONIC PARTS & EQUIPMENT, NEC
5070
6

WHOLESALE-HARDWARE & PLUMBING & HEATING EQUIPMENT & SUPPLIES
5072
6

WHOLESALE-HARDWARE
5080
6

WHOLESALE-MACHINERY, EQUIPMENT & SUPPLIES
5082
6

WHOLESALE-CONSTRUCTION & MINING (NO PETRO) MACHINERY & EQUIP
5084
6

WHOLESALE-INDUSTRIAL MACHINERY & EQUIPMENT
5090
2

WHOLESALE-MISC DURABLE GOODS
5094
2

WHOLESALE-JEWELRY, WATCHES, PRECIOUS STONES & METALS
5099
2

WHOLESALE-DURABLE GOODS, NEC
5110
4

WHOLESALE-PAPER & PAPER PRODUCTS
5122
9

WHOLESALE-DRUGS, PROPRIETARIES & DRUGGISTS' SUNDRIES
5130
9

WHOLESALE-APPAREL, PIECE GOODS & NOTIONS
5140
2

WHOLESALE-GROCERIES & RELATED PRODUCTS
5141
2

WHOLESALE-GROCERIES, GENERAL LINE
5150
5

WHOLESALE-FARM PRODUCT RAW MATERIALS
5160
6

WHOLESALE-CHEMICALS & ALLIED PRODUCTS
5171
4

WHOLESALE-PETROLEUM BULK STATIONS & TERMINALS
5172
4

WHOLESALE-PETROLEUM & PETROLEUM PRODUCTS (NO BULK STATIONS)
5180
9

WHOLESALE-BEER, WINE & DISTILLED ALCOHOLIC BEVERAGES
5190
2

WHOLESALE-MISCELLANEOUS NONDURABLE GOODS

The chart below shows the Gold-Standard US GAAP Pretax Income (Loss) From Continuing Operations for the First Nine Months of both 2018 and 2017 for these 59 US Wholesaling Companies.

US
US
GAAP
GAAP
Pretax
Pretax
Income
Income
(Loss)
(Loss)
9 Mos
9 Mos
Most
Ended 
Ended 
Recent
Sep
Sep
Audited
Oct
Oct
SEC
US

FYE
or
or
SIC
State
US Wholesaling Companies
Fincl
Nov
Nov
%
Code
HQs
Stock Market Caps Above $1 Bil
Sts
2018
2017
Change

mils $
mils $
5065
PA
TE Connectivitity Ltd
Sep 18
        1,681
        1,399
20%
5140
TX
Sysco Corp
Jun 18
        1,496
        1,390
8%
5013
GA
Genuine Parts
Dec 17
           821
           787
4%
5122
PA
AmerisourceBergen
Sep 18
           818
           554
48%
5000
IL
WW Grainger
Dec 17
           801
           728
10%
5051
CA
Reliance Steel
Dec 17
           727
           463
57%
5065
CO
Arrow Electronics
Dec 17
           644
           467
38%
5010
IL
LKQ Corp
Dec 17
           620
           616
1%
5047
NY
Henry Schein
Dec 17
           547
           607
-10%
5000
GA
HD Supply Holdings
Jan 18
           406
           277
47%
5140
IL
US Foods Holding
Dec 17
           364
           266
37%
5045
CA
Synnex
Nov 18
           364
           371
-2%
5122
CA
Herbalife Nutrition
Dec 17
           351
           362
-3%
5084
NY
MSC Industrial
Aug 18
           315
           293
8%
5070
FL
Watsco
Dec 17
           311
           287
8%
5140
MI
Domino's Pizza
Dec 17
           294
           264
11%
5090
LA
Pool Corp
Dec 17
           274
           256
7%
5045
FL
Tech Data
Jan 18
           241
           174
39%
5160
IL
Univar
Dec 17
           229
           108
112%
5063
PA
WESCO INTL
Dec 17
           207
           189
10%
5122
UT
Nu Skin Enterprises
Dec 17
           205
           167
23%
5063
PA
EnerSys
Mar 18
           175
           161
9%
5172
TX
Sunoco LP
Dec 17
           169
               1
NM
5080
OH
Applied Inmdustrial Technologies
Jun 18
           166
           139
19%
5063
IL
Anixter Intl
Dec 17
           163
           176
-7%
5141
VA
Performance Food Group
Jun 18
           159
           136
17%
5172
FL
World Fuel Services
Dec 17
           142
           116
22%
5172
NY
Macquarie Infrastructure
Dec 17
           141
           160
-12%
5065
AZ
Avnet
Jun 18
           137
           222
-38%
5030
ID
Boise Cascade
Dec 17
           116
           100
16%
5150
VA
Universal Corp
Mar 18
           115
           101
14%
5190
CA
Central Garden & Pet
Sep 18
           115
           114
1%
5160
KY
Ashland Global Holdings
Sep 18
           108
               7
1443%
5090
OR
Schnitzer Steel
Aug 18
           106
             62
71%
5141
RI
United Natural Foods
July 18
             98
           176
-44%
5084
TX
MRC Global
Dec 17
             79
             21
276%
5072
NJ
Resideo Technologies
Dec 17
             66
           144
-54%
5045
VA
EPLUS
Mar 18
             64
             69
-7%
5047
MN
Patterson Cos
Apr 18
             63
           194
-68%
5030
GA
GMS Inc
Apr 18
             59
             78
-24%
5045
SC
ScanSource
Jun 18
             53
             50
6%
5084
NY
Systemax
Dec 17
             48
             35
37%
5072
CA
Wesco Aircraft Holdings
Sep 18
             48
          (264)
118%
5141
CA
Core-Mark Holding
Dec 17
             45
             34
32%
5080
CT
Kaman
Dec 17
             43
             57
-25%
5030
VA
Beacon Roofing Supply
Sep 18
             41
           130
-68%
5045
NY
Presidio
Jun 18
             38
             18
111%
5160
NJ
Innophos Holdings
Dec 17
             35
             49
-29%
5180
KS
MGP Ingredients
Dec 17
             33
             42
-21%
5160
TX
Nexeo Solutions
Sep 18
             32
             16
104%
5150
OH
Andersons
Dec 17
             23
            (20)
215%
5171
TX
Genesis Energy LP
Dec 17
             18
             68
-74%
5141
CT
Chefs' Warehouse
Dec 17
             16
               8
100%
5122
OH
Cardinal Health
Jun 18
             13
        1,116
-99%
5122
ID
PetIQ
Dec 17
               6
             12
-50%
5172
OK
NGL Energy Partners LP
Mar 18
          (107)
          (196)
45%
5140
MN
SuperValu
Feb 18
          (117)
             19
-716%
5047
VA
Owens & Minor
Dec 17
          (179)
             76
-336%
5122
 CA 
McKesson
Mar 18
          (501)
        5,310
-109%
Total all 59 Companies
      13,545
      18,762
-28%