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Jake Levinson

Director and Associate Director of Research at Melius Research LLC

Jake Levinson is a Director and Associate Director of Research at Melius Research LLC, specializing in Multi-Industry research with a primary focus on the Industrial Distribution sector. He covers leading industrial distribution companies, leveraging his expertise to provide well-regarded, data-driven investment analysis, though specific performance metrics or third-party rankings are not publicly available. Levinson began his career at Cambridge Associates LLC as a Senior Investment Operations Analyst, followed by three years at Barclays Plc in research, before joining Melius Research. He holds a B.A. in International Affairs from The George Washington University and is a CFA Charterholder, further underscoring his professional credentials.

Jake Levinson's questions to W.W. GRAINGER (GWW) leadership

Jake Levinson's questions to W.W. GRAINGER (GWW) leadership • Q2 2025

Question

Jake Levinson asked about how tariffs are affecting the economics of private label versus branded products and what has driven the recent success at Zoro.

Answer

CEO D.G. Macpherson explained that the economic impact of tariffs on private label products is SKU-dependent and the company is watching it closely. Regarding Zoro's success, he credited improved customer targeting and repeat business, porting over logic from MonotaRO, which has driven the customer repeat rate up 200 basis points year-over-year, leading to strong operating leverage.

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Jake Levinson's questions to Xylem (XYL) leadership

Jake Levinson's questions to Xylem (XYL) leadership • Q2 2025

Question

Jake Levinson of Melius Research LLC requested more context on the company's record on-time delivery performance, asking for metrics to quantify the improvement. He also asked about capital deployment strategy, given Xylem's under-levered balance sheet.

Answer

CEO Matthew Pine described on-time performance as a key metric and a direct result of simplification efforts, citing a 600 basis point year-over-year improvement in the month of June. On capital deployment, CFO William Grogan confirmed a 'forward-leaning' stance on M&A, highlighting a robust funnel of strategic, high-return assets. He indicated the balance sheet would be leveraged when the right opportunities become actionable.

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