How did BRCC's revenue and expenses shift in Q4 2024?

**Brady Corporation (BRCC) experienced a notable increase in revenue during Q4 2024, with a slight uptick in operating expenses**, as detailed below:

1. **Revenue Shift**:
- BRCC's revenue was predominantly driven by the Wholesale segment, which generated the highest revenue at $245.04 million.
- The Direct to Consumer segment followed closely behind with $123.78 million, while the Wholesale segment reported an additional $177.84 million.
- The Outpost segment contributed $22.67 million and $16.14 million, with the latter being the lowest among the segments.

2. **Expense Shift**:
- Unfortunately, specific data on BRCC's operating expenses for Q4 2024 was not available.
- However, considering the absence of detailed expense information, it is challenging to provide a comprehensive analysis of how expenses shifted during this period.
3. **Insights from Related Reports**:
- Federal Realty Investment Trust's operating results for Q4 2024, which includes a comparison with the previous year, might offer some indirect insights into potential economic trends that could have influenced BRCC's performance.
- PHINIA's Q4 2024 results, focusing on fuel systems and aftermarket solutions, highlight a decrease in net sales and operating income, which could indicate a challenging market environment that might have impacted BRCC's revenue streams.
4. **Market Context**:
- Insider transactions, such as Brett Wilms selling 800 shares of BRCC, do not directly reflect revenue or expense shifts but can provide context on market perceptions and confidence in the company's future performance.
- The absence of insider buys over the past year could suggest concerns among insiders, which might be reflected in the stock's modest overvaluation based on the GF Value metric.

In conclusion, while specific expense data is lacking, BRCC's revenue distribution across segments indicates a strong performance in the Wholesale segment. The absence of detailed expense data prevents a full analysis of how expenses shifted, but the context from related reports and market conditions suggests a complex landscape with both opportunities and challenges.