Morgan Stanley Real Assets said the U.S. industrial market appears to be moving from a cyclical recovery toward another growth cycle, with demand accelerating while development remains constrained.
Overall, the Beige Book suggests distributors entered the second half of 2026 with healthy demand across many industrial markets but continued pressure on profitability
On a three-month moving average basis, the trade deficit increased to $62.9 billion, as import growth continued to outpace exports.
The company said the Mexican operation was built to provide local inventory management, logistics support and technical service while leveraging Palmer Holland’s broader North American supplier network.
The acquisition expands Imperial Dade Canada’s geographic coverage in Canada and adds Enterprise Paper’s established customer relationships, sales organization, and distribution capabilities to the company’s network.
For distributors, the trend could create additional demand for consumable products tied to pool construction, maintenance, and water treatment.
For distributors and manufacturers, transportation providers are increasingly differentiating themselves through cross-border expertise, shipment visibility, and speed rather than price alone.
For PREMA, the deal provides access to Mighty’s larger distribution network, product portfolio and operational resources. For Mighty, the acquisition extends its reach into a new market and positions the company to pursue additional growth opportunities across North America.
For wholesale distributors, the move changes Amazon’s role in the supply chain. The company is now operating as a third-party logistics provider while also extending its network upstream into manufacturing hubs.
For distributors competing on price, availability and supply chain efficiency, Amazon is increasing competitive pressure across all three — starting at the point of origin.