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Ecolab's virtuous customer cycle (last week's investor day) 
ECL announces new customer vertical:
Datacenters use 80x more water than a hospital; water is a recurring & critical cost of doing business. Potentially large & fast growing end market for water efficiency where customers are not price sensitive.
Datacenters use 80x more water than a hospital; water is a recurring & critical cost of doing business. Potentially large & fast growing end market for water efficiency where customers are not price sensitive.
ECL says biggest challenge getting started in datacenters is simply identifying all the ones that have sprung up & making initial contacts
ECL food & beverage segment (~20% of post spin revenue base) accelerating organic revenue growth. Driven by increased consumer demand for natural/organic foods & corp interest in sustainability.
ECL: "As you move to the right, what you see is preservatives are minimized, shelf lives become shorter, rapid changeovers due to SKU proliferations are the norm, & more natural ingredients are used. When those things happen, the need for cleaning and sanitation hygiene goes up."
Having locked down most of the top QSR customers, every time a new franchisee opens a store, ECL's revenue grows.
