W.W. Grainger Inc. reported strong digital commerce performance in tits fiscal Q1 2025, with its Endless Assortment ecommerce segment growing 15.3% daily, significantly outpacing the rest of the business and helping stabilize companywide results in a sluggish industrial market.
Total Grainger sales reached $4.31 billion in Q1. That’s up 1.7% from $4.24 billion in Q1 2024. Net income attributable to Grainger was flat at $479 million, compared to $478 million a year earlier.
The Endless Assortment segment, which includes Zoro in the U.S. and MonotaRO in Japan, reported $1.26 billion in revenue. That’s up 10.3% from the prior year’s $1.14 billion. When adjusted for one fewer selling day and currency fluctuations, daily, constant currency sales rose 15.3% year over year. The digital segment now represents 30% of Grainger’s total quarterly revenue.
How Grainger grows sales via ecommerce
“Endless Assortment is powering our growth,” said CEO D.G. Macpherson. “With a combined catalog of over 38 million SKUs and highly efficient fulfillment, Zoro and MonotaRO continue to expand reach and drive profitable customer acquisition.”
Grainger’s North American High-Touch Solutions segment reported a 0.2% decline in reported sales, reflecting a muted demand environment across industrial and commercial customer sectors. However, Grainger reaffirmed its full-year 2025 guidance, projecting total sales of $17.6 billion to $18.1 billion and EPS between $39.00 and $41.50.
Analysts emphasized the strategic importance of Grainger’s digital business on sales.
“Endless Assortment is clearly Grainger’s growth engine,” said Dave Manthey, senior analyst at Baird. “It gives the company exposure to a more transactional customer base and international markets that aren’t as reliant on traditional field sales.”
Morningstar’s Brian Bernard noted that the segment “delivers high-growth, high-margin ecommerce at scale” and said it will be critical for offsetting stagnant performance in North America.
“Digital is no longer an add-on — it’s a core differentiator,” Macpherson said. “We’re committed to scaling these platforms even further to keep serving customers who expect speed, value, and choice.”
Check back for more earnings reports. Here’s last quarter’s update on Grainger sales.
Sign up
Sign up for a complimentary subscription to Digital Commerce 360 B2B News. It covers technology and business trends in the growing B2B ecommerce industry. Contact Mark Brohan, senior vice president of B2B and Market Research, at [email protected]. Follow him on Twitter @markbrohan. Follow us on LinkedIn, X (formerly Twitter), Facebook and YouTube.