MacKay & Company has released its 2025 annual DataMac Canadian Distribution report offering market trends within the medium- and heavy-duty commercial vehicle aftermarket distribution channels.
According to the company, this annual report highlights insights from 105 Canadian businesses serving the commercial vehicle industry (dealers, distributors, HDDs, independent garages, auto parts stores and others). The report provides a detailed view into parts and service labor sales, inventory strategies and parts sourcing behaviors.
In summarizing the report, MacKay & Company states it has been an interesting few years for parts providers both in the U.S. and in Canada as channels have managed their inventory levels through historically high price increases and significant supply chain issues brought on by the pandemic and, while both issues remain present, neither are at the heightened levels seen a few years ago. The company also notes to remember tariffs and other related economic factors were not part of the landscape in 2024, so the results for 2025 could be considerably different than reported here.
[RELATED: Access the 2025 U.S. DataMac report here]
Additionally, MacKay & Company states OE sources continue to command the largest share of the market across nearly all distribution channels, a larger share of genuine OE brands are purchased for resale or installation compared to 2023.
“Parts sales make up the largest percentage of both profit and revenue and, in these interesting times and similar to last year, parts suppliers continue to balance having the part available to meet customer demand versus tying up too much available capital in inventory,” says Molly MacKay Zacker, vice president of operations at MacKay & Company.
MacKay & Company reports parts sales and service labor accounted for 73% of revenue for Canadian operations in 2024. Similarly, parts sales and service labor also represent the largest portions of profit across all channels, combined they total 84%.
MacKay & Company
And although parts sales remain the dominant revenue contributor, their share has declined from 56% in 2023 to 50% in 2024. Interestingly, MacKay & Company notes the largest shift in profits last year was noted in service labor; in 2024, the largest change is seen in parts sales accounting for 58%, up 4% from last year’s 54%.
The company adds the report highlights also many other key findings related to distribution channels.
For more information on this report and other research completed by MacKay & Company, please reach out to John Blodgett at [email protected].
