GWW

[earthtodan]

You're right, GWW's operation is too large for Amazon to replicate, as is their expertise. I've always worked for companies that are customers of industrial suppliers, and they (we) are not switching from the in-stock one stop shop suppliers to the fragmented third party direct-to-consumer model.

The real threat is Fastenal. They offer low prices and innovative distribution methods. However their stock looks far less attractive.