Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________ FORM 10-K __________________________________ (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended September 2, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to______ Commission File Number: 1-14130 ___________________________ ...

Financial Data and Key Metrics Changes - The company reported fiscal fourth quarter sales of $1.035 billion, reflecting a year-over-year improvement of 1.3% driven by volume growth and modest pricing benefits [58] - Gross margin decreased to 40.5%, down 140 basis points year-over-year, while operating margin on an adjusted basis was 12.6%, a decline of 100 basis points compared to the prior year [62][64] - GAAP earnings per share were $1.56 compared to $1.86 in the prior year, while adjusted EPS was $1.64 versus $1.79 in the prior year [33] Business Line Data and Key Metrics Changes - Public sector sales increased over 60% year-over-year, while national accounts and core customers improved in mid-single digits and low single digits, respectively [59] - Implant revenue represented 13% of total company net sales, an improvement of roughly 110 basis points year-over-year [29] - Vending average daily sales improved slightly more than 9% year-over-year, representing approximately 16% of total company net sales [60] Market Data and Key Metrics Changes - Average daily sales improved 9.3% year-over-year, significantly outpacing the Industrial Production Index by approximately 900 basis points [4][27] - The public sector experienced fiscal '23 growth of over 45%, with over 20% growth even without large public sector orders from prior quarters [14] - The company noted a sequential step down in sales into auto-related end markets, significantly larger than the rest of the business [22] Company Strategy and Development Direction - The company aims to maintain momentum on existing growth drivers, focusing on maximizing the impact of large account programs and expanding solutions [15] - A renewed focus on core customer growth is planned, with investments in pricing effectiveness and e-commerce capabilities [46][47] - The company is targeting 400 basis points or more of growth above the IP index and 20% incremental margins over the cycle [50] Management's Comments on Operating Environment and Future Outlook - The management described the current macro environment as one of leveling, with softening trends due to sustained higher interest rates and recessionary fears [20][21] - The company expects challenges to continue in the first quarter but anticipates a bounce back when normal conditions restore [23] - Management expressed confidence in capturing market share from local distributors during the current environment [55] Other Important Information - The company achieved a milestone with annual sales exceeding $4 billion for the first time in its history [42] - Share repurchases will remain a priority in the capital allocation strategy, with approximately 1.1 million shares remaining to offset dilution from share reclassification [35][90] - The company reported strong free cash flow generation of approximately $607 million for the full year, an increase of over $420 million year-over-year [89] Q&A Session Summary Question: What is the outlook for gross margin progression from fiscal '23 to '24? - Management indicated that gross margin is expected to start at 41.0, with various factors influencing the outlook, including non-repeating public sector orders and category line reviews [101][102] Question: Are you assuming industrial recession in most cases for '24? - Management confirmed that they are assuming a roughly flat IP through the year, factoring in headwinds from nonrecurring public sector orders [78][79] Question: Can you provide more color on the non-UAW drivers of deceleration? - Management noted general softening in the market, with some pockets of strength, but overall trends are consistent with macro indices [83][112] Question: What is the expected impact of the UAW strike on sales? - Management estimated the impact of the UAW strike on average daily sales to be in the low single-digit range, with expectations for alleviation before the end of the calendar year [23][134] Question: What are the expectations for gross price in '24? - Management expects gross price to be positive in '24, estimating about one to two points of growth from price [124]

CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS investor.mscdirect.com 2 * Represents a non-GAAP financial measure. See appendix for non-GAAP reconciliations. Average daily sales growth of 9.3% for 4Q'23 and 11.2% for FY'23 outpaced the Industrial Production index by ~900 bps and ~1,000 bps, respectively Reduced operating expenses as a percentage of sales by 70 bps YoY in FY'23 and 90 bps on an adjusted* basis including a reduction of 40 bps in 4Q'23 4 GAAP and adjusted EPS* down YoY in 4Q'23 but up fo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________ FORM 10-Q __________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 3, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number: 1-14130 __________________ MSC INDUSTRIAL DIRECT CO., INC. (Exact name of registran ...

MSC Industrial Direct Co., Inc. (NYSE:MSM) Q3 2023 Earnings Conference Call June 29, 2023 8:30 AM ET Company Participants Ryan Mills - Head of Investor Relations Erik Gershwind - President and Chief Executive Officer Kristen Actis-Grande - Executive Vice President and Chief Financial Officer Conference Call Participants David Manthey - Robert W. Baird Tommy Moll - Stephens Stephen Volkmann - Jefferies Patrick Baumann - JPMorgan Ryan Merkel - William Blair Katie Fleischer - KeyBanc Capital Markets Chris Dank ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________ FORM 10-Q __________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 4, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number: 1-14130 __________________ MSC INDUSTRIAL DIRECT CO., INC. (Exact name of registra ...

MSC Industrial Direct Co., Inc. (NYSE:MSM) Q2 2023 Earnings Conference Call April 4, 2023 8:30 AM ET Company Participants John Chironna - Vice President of Investor Relations and Treasurer Erik Gershwind - Chief Executive Officer Kristen Actis-Grande - Chief Financial Officer Conference Call Participants Tommy Moll - Stephens David Manthey - Baird Chris Dankert - Loop Capital Steve Volkmann - Jefferies Ryan Merkel - William Blair Ken Newman - KeyBanc Capital Markets Patrick Baumann - J.P. Morgan Operator Go ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________ FORM 10-Q _________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 3, 2022 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number: 1-14130 _________________ MSC INDUSTRIAL DIRECT CO., INC. (Exact name of registra ...

CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS FISCAL FIRST QUARTER 2023 HIGHLIGHTS 2 Reduced operating expenses as a percentage of sales by 100 bps GAAP EPS growth of 23% and adjusted EPS growth of 18% over prior year period** Achieved Adjusted ROIC of 18.3%** * See appendix for more information about Mission Critical. ** Represents a non-GAAP financial measure. See appendix for non-GAAP reconciliations. INDUSTRIAL PRODUCTION INDEX (IP) MSC Total Organic Growth 3-Month Average investor.mscdirect.com ...

MSC Industrial Direct Co., Inc. (NYSE:MSM) Q1 2023 Earnings Conference Call January 5, 2023 8:30 AM ET Company Participants John Chironna - Vice President of Investor Relations and Treasurer Erik Gershwind - Chief Executive Officer Kristen Actis-Grande - Chief Financial Officer Conference Call Participants Tommy Moll - Stephens Steve Volkmann - Jefferies David Manthey - Baird Patrick Baumann - J.P. Morgan Ken Newman - KeyBanc Capital Markets Operator Good day, and welcome to the MSC Industrial Supply???s Fi ...