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10-KPeriod: FY2012

W.W. GRAINGER, INC. Annual Report, Year Ended Dec 31, 2012

Filed February 28, 2013For Securities:GWW

Summary

W.W. Grainger, Inc. (GWW) reported solid performance for the fiscal year ended December 30, 2012, with net sales increasing by 10.8% to $8.95 billion. This growth was driven by a 6% increase in volume, 3% from business acquisitions, and 3% from pricing strategies, with a slight negative impact from foreign exchange. The company demonstrated a robust market position, particularly in the United States, with a significant 7% increase in net sales for its primary segment. Grainger's strategic acquisitions, including Techni-Tool, Inc. and AnFreixo S.A., are contributing to its expansion and market reach. While facing economic uncertainties and competitive pressures, Grainger highlighted its strong operational capabilities, including a well-established distribution network and a growing eCommerce presence, which resulted in a 5% increase in net earnings to $690 million. The company also continued to return value to shareholders through share repurchases and increased dividends.

Financial Statements
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Key Highlights

  • 1Net sales grew by 10.8% to $8.95 billion in 2012, reflecting strong customer demand and strategic pricing.
  • 2Acquisitions, including Techni-Tool in the US and AnFreixo in Brazil, contributed 3% to sales growth, indicating an active expansion strategy.
  • 3eCommerce revenues saw a substantial 17% increase, reaching $2.2 billion, underscoring the growing importance of digital channels.
  • 4Gross profit margin improved to 43.8%, up from 43.5% in 2011, driven by price increases outpacing product cost increases.
  • 5Operating expenses increased by 13%, partly due to significant one-time charges including a $76 million settlement for GSA/USPS contracts and restructuring costs.
  • 6Net earnings increased by 4.8% to $690 million, or $9.52 per diluted share, demonstrating resilience despite increased operating expenses.
  • 7The company returned significant capital to shareholders, with cash dividends paid per share increasing to $3.06 from $2.52 in 2011, and share repurchases totaling $341 million.

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