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Watsco’s Ecommerce Sales Rose 10% in the Third Quarter and Made Up 37% of Its Revenue Over the Past Year

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Watsco, the HVAC distributor, says the contractors it serves digitally are growing faster and are more loyal. Its mobile apps have more than 73,000 active monthly users.

What the article says

Digital Commerce 360’s Kevin Williams reports Watsco’s third-quarter results. Ecommerce sales grew 10% year over year in the quarter and 12% for the nine months ended Sept. 30, and ecommerce made up 37% of the distributor’s revenue over the past year. Its mobile apps have more than 73,000 active monthly users. Its OnCallAir platform presented about 351,000 proposals to homeowners, worth $2 billion in gross merchandise value, a 14% increase over the comparable period. Chairman and CEO Albert Nahmad: “Our digital ecosystem is producing measurable results and driving growth.” Watsco also closed two acquisitions, Jackson Supply and The Granite Group, which together add roughly $730 million in revenue. A Connecticut contractor quoted in the piece, Dan Blizman of Blizzard Mechanical, names price and availability as the main reasons to order online.

Why it matters at the top of the house

More than a third of a large distributor’s revenue now runs through its digital channels, and its CEO ties those channels to faster-growing, more loyal customers. Watsco’s tools reach past the contractor to the contractor’s own customer, the homeowner who receives the proposal.

One move to copy

Watsco reports its digital customers as their own group and tracks how they grow against the rest. A regional distributor can make the same split in its sales data before it decides what to build next.

Source: Digital Commerce 360, “Watsco updates on acquisitions as ecommerce sales rise 10% in Q3,” by Kevin Williams, November 2, 2026. The Marketing Table shares the link and a note on why it matters; the article and its copyright belong to the publisher.

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