GWW · 10-Q · 2026Q2 · Full report

Supply Chain Constraints

W.W. GRAINGER, INC. · 2026-08-04 · Importance 37 · Surprise 42

Grainger reported intermittent disruptions in global supply chains and stated that it was evaluating sourcing strategies, cost management and customer pricing in response. In High-Touch Solutions N.A., second-quarter gross profit growth benefited from tariff refunds but was partially offset by higher freight costs, indicating ongoing distribution-cost pressure. Grainger continued investing in its supply chain across the company, with 2026 investing activities of $294 million, compared with $283 million in the prior-year period. The company described these investments as continuing support for supply-chain execution amid changing market conditions.

Key facts

• The Company has implemented various strategies designed to mitigate certain adverse effects of changing inflationary conditions and challenges in our supply chain while striving to maintain market competitiveness. source