{
  "url": "https://struct.news/briefs/pricing-is-showing-up-more-often-and-doing-more-than-one-job",
  "title": "Pricing Is Showing Up More Often, and Doing More Than One Job",
  "summary": "A modest quarter-over-quarter rise in pricing mentions spans manufacturers, distributors, retailers, and Berkshire. The filings show companies raising prices, passing them through, and sometimes losing margin in the process.",
  "published_at": "2026-08-26T23:46:47.259906+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": null,
    "ticker": null,
    "cik": null,
    "sector": null,
    "industry": null
  },
  "source_filing": null,
  "comparison_filing": null,
  "reported_figures": [
    {
      "group": "Pricing mentions rose across the filing window",
      "label": "This quarter",
      "value": 0.20729684908789386,
      "display": "20.7%",
      "unit": "ratio",
      "period": null,
      "detail": "125 filers",
      "source": {
        "kind": "jodie_evidence",
        "label": "Share of filers · matched filing windows",
        "as_of": "2026-08-26"
      }
    },
    {
      "group": "Pricing mentions rose across the filing window",
      "label": "Prior quarter",
      "value": 0.16392215568862276,
      "display": "16.4%",
      "unit": "ratio",
      "period": null,
      "detail": "219 filers",
      "source": {
        "kind": "jodie_evidence",
        "label": "Share of filers · matched filing windows",
        "as_of": "2026-08-26"
      }
    }
  ],
  "watch_next": [
    {
      "type": "pricing",
      "statement": "Alliance Laundry attributed a $1.2 million, or 3.7%, increase in service-parts revenue primarily to price increases offsetting inflation.",
      "importance": "medium",
      "evidence": "Service parts revenue increased $1.2 million, or 3.7%, primarily driven by price increases offsetting inflationary increases.",
      "source_date": "2026-08-26"
    },
    {
      "type": "pricing",
      "statement": "Watsco said OEM inflationary pricing pass-through primarily drove a 180-basis-point decline in gross margin.",
      "importance": "medium",
      "evidence": "Gross profit margin declined 180 basis-points primarily due to the pass through of significant inflationary pricing actions by our OEMs in 2025.",
      "source_date": "2026-08-26"
    },
    {
      "type": "pricing",
      "statement": "UFI implemented price increases and surcharges in response to higher raw material costs and expects them to continue while petrochemical inflation remains elevated.",
      "importance": "medium",
      "evidence": "implemented responsive price increases and surcharges that began in April 2026 and are expected to continue while petrochemical-related inflation remains elevated.",
      "source_date": "2026-08-26"
    },
    {
      "type": "tariffs",
      "statement": "ScanSource expects to pass supplier price increases tied to tariffs or other factors through to channel sales partners.",
      "importance": "medium",
      "evidence": "We expect to pass through to our channel sales partners any supplier price increases resulting from tariffs or other factors.",
      "source_date": "2026-08-26"
    }
  ],
  "related_tickers": [
    "ALH",
    "BRK-B",
    "CLMT",
    "ESE",
    "SCSC",
    "UFI",
    "USAR",
    "WSO"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}