Arrow's revenues are continually hurt by the declining price trend in their particular line. So they have to sell more just to break even revenue wise. However, they are in position to gain market share as other rebuilders go down the tubes. Arrow is already supplying such big names as Carquest and Mid-State Automotive. As for Champion, you are correct. What I meant is that they are not gaining any new customers. They still have a few relatively strong ones that have been around forever. Does anyone have an opinion on the air conditioner parts market, now that Four Seasons has bought everyone else out? Everco and Murray are gone, looks like FS has a stranglehold on the market.
I remember when that was a very well run division. Relatively few strong managers that understood the business, ran it,grew it, and made money. They were pretty thinly staffed (no bureaucracy here!). I guess the organization should have employed idiot proofing, because sooner or later any business will be run by an idiot.
NAPA did have their own in-house rebuilder "Rayloc" which produced at one time everything that was rebuildable. Over the last few years, Brake Parts Inc. has started doing the brakes, A1-Cardone is doing the distributors, PS pumps, Racks, things like that. The only thing I know that Rayloc still does is starters and alternators, and since NAPA has started carrying Bosch and Worldparts, I expect them to add another domestic carrier and eliminate this dept. as well. Plum