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Segment Reporting | 6 Months Ended
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Jun. 27, 2026
Segment Reporting [Abstract] |
Segment Reporting | The Company’s segment reporting structure uses the Company’s management reporting structure as the foundation for how the Company manages its business. The Company periodically evaluates its segment reporting structure in accordance with ASC 350-20-55 and has concluded that it has three reportable segments as of June 27, 2026. The segments are as follows: •Hardware and Protective Solutions •Robotics and Digital Solutions •Canada For a reconciliation of our segment sales by product category and geographic area, please see Note 2 - Summary of Significant Accounting Policies. The tables below present net sales, significant segment expenses, and segment adjusted EBITDA for the reportable segments for the thirteen and twenty-six weeks ended June 27, 2026 and thirteen and twenty-six weeks ended June 28, 2025. See Note 2 - Summary of Significant Accounting Policies for a reconciliation of total reportable segments' revenues to consolidated revenues. Certain amounts in the prior year Condensed Consolidated Financial Statements and in the Notes to the Condensed Consolidated Financial Statements were reclassified to conform to the current year’s presentation. This had no impact on the prior period's condensed consolidated balance sheets, condensed consolidated statements of comprehensive income (loss), condensed consolidated statements of cash flows, or condensed consolidated statements of stockholders' equity.
Hardware and Protective Solutions |  | Thirteen weeks ended June 27, 2026 |  | Thirteen weeks ended June 28, 2025 |  | Twenty-six weeks ended June 27, 2026 |  | Twenty-six weeks ended June 28, 2025
Net sales |  | $ | 336,066 |  |  | $ | 305,924 |  |  | $ | 617,374 |  |  | $ | 583,933 |
Significant segment expenses |  |  |  |  |  |  |  |
Cost of sales (exclusive of depreciation and amortization) |  | 193,751 |  |  | 168,945 |  |  | 361,044 |  |  | 328,168 |
Adjusted selling expense(1) |  | 32,466 |  |  | 29,452 |  |  | 62,763 |  |  | 58,352 |
Adjusted warehouse expense (2) |  | 41,222 |  |  | 37,881 |  |  | 75,808 |  |  | 72,726 |
Adjusted general and administrative expense(3) |  | 17,739 |  |  | 18,321 |  |  | 35,112 |  |  | 35,265 |
Other segment items (4) |  | (418) |  |  | (215) |  |  | (555) |  |  | (377) |
Segment adjusted EBITDA |  | $ | 51,306 |  |  | $ | 51,540 |  |  | $ | 83,202 |  |  | $ | 89,799 |
1.Adjusted selling expense excludes expense related to corporate restructuring activities. 2.Adjusted warehouse expense excludes restructuring expense associated with our distribution center relocations and corporate restructuring activities. 3.Adjusted general and administrative expense excludes stock-based compensation, acquisition and integration costs, expense associated with corporate restructuring, and legal charges related to settlements. 4.Other segment items excludes the gain on the acquisitions of Campbell Chain and Fittings, see Note 4 - Acquisitions.
Robotics and Digital Solutions |  | Thirteen weeks ended June 27, 2026 |  | Thirteen weeks ended June 28, 2025 |  | Twenty-six weeks ended June 27, 2026 |  | Twenty-six weeks ended June 28, 2025
Net sales |  | $ | 61,615 |  |  | $ | 55,520 |  |  | $ | 117,677 |  |  | $ | 108,430 |
Significant segment expenses |  |  |  |  |  |  |  |
Cost of sales (exclusive of depreciation and amortization) |  | 13,898 |  |  | 14,921 |  |  | 28,068 |  |  | 29,818 |
Adjusted selling expense(1) |  | 21,514 |  |  | 16,394 |  |  | 40,906 |  |  | 32,922 |
Adjusted warehouse expense (2) |  | 2,716 |  |  | 2,638 |  |  | 5,195 |  |  | 5,075 |
Adjusted general and administrative expense(3) |  | 3,797 |  |  | 3,736 |  |  | 7,603 |  |  | 8,186 |
Other segment items(4) |  | 62 |  |  | 58 |  |  | 77 |  |  | 119 |
Segment adjusted EBITDA |  | $ | 19,628 |  |  | $ | 17,773 |  |  | $ | 35,828 |  |  | $ | 32,310 |
1.Adjusted selling expense excludes expense related to corporate restructuring activities. 2.Adjusted warehouse expense excludes restructuring expense associated with our distribution center relocations and corporate restructuring activities. 3.Adjusted general and administrative expense excludes stock compensation expense, acquisition and integration expense, consulting expense and legal charges related to settlements, see Note 6 - Commitments and Contingencies. 4.Other segment items excludes the gain or loss on the revaluation of our contingent consideration liability, see Note 15 - Fair Value Measurements.
Canada |  | Thirteen weeks ended June 27, 2026 |  | Thirteen weeks ended June 28, 2025 |  | Twenty-six weeks ended June 27, 2026 |  | Twenty-six weeks ended June 28, 2025
Net sales |  | $ | 44,570 |  |  | $ | 41,359 |  |  | $ | 77,273 |  |  | $ | 69,783 |
Significant segment expenses |  |  |  |  |  |  |  |
Cost of sales (exclusive of depreciation and amortization) |  | 26,513 |  |  | 24,472 |  |  | 46,546 |  |  | 41,092 |
Adjusted selling expense(1) |  | 3,964 |  |  | 3,644 |  |  | 7,619 |  |  | 6,842 |
Adjusted warehouse expense (2) |  | 5,803 |  |  | 5,712 |  |  | 10,966 |  |  | 10,678 |
Adjusted general and administrative expense(3) |  | 1,746 |  |  | 1,883 |  |  | 3,456 |  |  | 3,642 |
Other segment items |  | 333 |  |  | (267) |  |  | 481 |  |  | (116) |
Segment adjusted EBITDA |  | $ | 6,211 |  |  | $ | 5,915 |  |  | $ | 8,205 |  |  | $ | 7,645 |
1.Adjusted selling expense excludes restructuring expense. 2.Adjusted warehouse expense excludes restructuring expense associated with our distribution center relocations and corporate restructuring activities. 3.Adjusted general and administrative expense excludes stock-based compensation and expense associated with corporate restructuring activities. The following table reconciles segment adjusted EBITDA by segment to the Company’s consolidated income before income taxes. Certain amounts in the prior year presentation between segments were reclassified to conform to the current year’s presentation.
|  | Thirteen weeks ended June 27, 2026 |  | Thirteen weeks ended June 28, 2025 |  | Twenty-six weeks ended June 27, 2026 |  | Twenty-six weeks ended June 28, 2025
Hardware and Protective Solutions |  | $ | 51,306 |  |  | $ | 51,540 |  |  | $ | 83,202 |  |  | $ | 89,799 |
Robotics and Digital Solutions |  | 19,628 |  |  | 17,773 |  |  | 35,828 |  |  | 32,310 |
Canada |  | 6,211 |  |  | 5,915 |  |  | 8,205 |  |  | 7,645 |
Total adjusted EBITDA |  | 77,145 |  |  | 75,228 |  |  | 127,235 |  |  | 129,754 |
Interest expense, net |  | 13,042 |  |  | 13,892 |  |  | 26,047 |  |  | 28,352 |
Depreciation |  | 22,535 |  |  | 19,848 |  |  | 44,534 |  |  | 39,243 |
Amortization |  | 15,223 |  |  | 15,257 |  |  | 30,499 |  |  | 30,672 |
Stock compensation expense |  | 3,355 |  |  | 3,557 |  |  | 7,362 |  |  | 6,835 |
Restructuring and other costs |  | (577) |  |  | 420 |  |  | 1,434 |  |  | 2,111 |
Transaction and integration expense |  | (4,481) |  |  | 70 |  |  | (4,389) |  |  | 128 |
Change in fair value of contingent consideration |  | 157 |  |  | (241) |  |  | (352) |  |  | (567) |
Refinancing costs |  | — |  |  | — |  |  | — |  |  | 906 |
Total adjusting items |  | 49,254 |  |  | 52,803 |  |  | 105,135 |  |  | 107,680 |
Income before income taxes |  | $ | 27,891 |  |  | $ | 22,425 |  |  | $ | 22,100 |  |  | $ | 22,074 |

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