"The investment case is not 'can we get in'—it's how fast can we scale share. Owning the incumbent position in a closed ecosystem is the cleanest path to participation."
Core already operates inside United Rentals’ closed Load Center ecosystem. The question is not ‘can we get in’—it’s ‘how quickly can we scale share’ through branch-level activation, expanded bid-board coverage, and automation that increases throughput without proportional SG&A. In a network where new brokers are rarely added, owning the incumbent is the cleanest path to scale participation.
"Core has been a reliable partner since 2018. In a network where we're very selective about who we work with, their consistent execution has earned them a top position. That's not easy to achieve."
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