Wait and Collect(@WaitAndCollect):A missing bolt can stop a production line. Keeping that bolt available is part of the $FAST business. Fastenal places inventory, smart bins and vending machines inside customer facilities, then helps manage replenishment. Q2 2026 sales grew 14.7% to $2.39 billion. Sales to contract customers increased 17.6%. The interesting part is how closely the supplier becomes involved in everyday operations. Once Fastenal manages part of a factory’s inventory, it has an opportunity to earn more of that factory’s spending.

Wait and Collect

@WaitAndCollect

Finding the boring companies that beat the S&P for decades. The ones nobody posts about.

参加 October 2012

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Wait and Collect@WaitAndCollect

2026.09.17 15:26

A missing bolt can stop a production line. Keeping that bolt available is part of the $FAST business. Fastenal places inventory, smart bins and vending machines inside customer facilities, then helps manage replenishment. Q2 2026 sales grew 14.7% to $2.39 billion. Sales to contract customers increased 17.6%. The interesting part is how closely the supplier becomes involved in everyday operations. Once Fastenal manages part of a factory’s inventory, it has an opportunity to earn more of that factory’s spending.