Ecolab Inc at William Blair Growth Stock Conference Transcript
My name is Tim Mulrooney and I am a Research Analyst at William Blair that covers Ecolab. For a complete list of research disclosures or potential conflicts of interest, please visit our website at williamblair.com. Ecolab is the leading provider of chemical-based programs and solutions for institutional and industrial end-markets.
Two years after the onset of COVID-19, many businesses have returned to pre-pandemic levels and organic growth has been very strong lately. On the other hand, you've got inflation and supply chain issues weighing on gross margin. And these are all near-term factors that investors must take into account.
But the thing that we often come back to is the long-term value proposition that the company provides for its customer. I mean despite all the changes that we've seen over the last few years, this fact is something that hasn't changed and something I hope we can dig into a little more today. So we're pleased to have with us this
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