Cost of Revenue: A Tale of Two Companies

In the ever-evolving landscape of American business, Pool Corporation and U-Haul Holding Company stand as intriguing case studies in cost management. Over the past decade, Pool Corporation has consistently outpaced U-Haul in terms of cost of revenue, with figures peaking at approximately $4.25 billion in 2022. This represents a staggering 165% increase from 2014. In contrast, U-Haul's cost of revenue, while more modest, has shown a significant upward trend, culminating in a 212% rise to nearly $845 million by 2023.

The data reveals a fascinating divergence in business models and market strategies. Pool Corporation's substantial costs reflect its expansive operations in the pool supply industry, while U-Haul's leaner figures highlight its focus on rental services. As we look to the future, the missing data for 2024 invites speculation on how these companies will navigate the challenges ahead.