MSC Industrial Direct Co., Inc. (MSM) Presents At Jefferies Industrials Conference (Transcript)

Company Overview - MSC Industrial is an industrial distributor that sells over 2 million SKUs, primarily targeting heavy industry and manufacturing end markets, with approximately 70% of sales directed towards the manufacturing sector [4]. Business Trends - The company operates on a fiscal calendar from September to August, currently in the second day of fiscal year 2026, indicating a strong start [4]. - The latest earnings call provided insights into the business dynamics, highlighting that the manufacturing sector has been experiencing softness [4].