H y g i e n e supply
Independents' Best
G o B e y o n d 
B e y o n d t h e
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Ecolab's pricing
powers growth
Slow volume growth boosted
by Water Coy acquisition
Ecolab the $18Bn in sales, cleaning & hygiene supplier to the health care & food services market, reported a slopw volume increase across main categories; in Q3'26. CEO Chris Beck said "Strong performance demonstrates the durability of our growth model" Full analysis here, first from 0700ET tmrw
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Reckitt runs in
wrong direction?
Emerging markets strong
NA/EU still soft demand
Reckitt the £14Bn ($18Bn) UK based international consumer hygiene & health products giant, reported slow demand buffered by price increases. Complacent CEO Kris Licht commented in Q2 "We accelerated revenue growth to drive a good first half performance". Really? This felt like a minimalist report from a retreating former force? Full analysis here, first from 0700ET tomorrow
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Unilever unlocks
transport savings
PWC TPT partnership gains
real supply chain results
Moving hygiene and foodservice supplies from factories to distributors is a complex and costly operation. Unilever has partnered with PWC to benchmark transportation costs globally, so potential savings could be identified. We highlight the results to date....
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When will the A I
B u b b l e burst!?
$1.5Tn capex spent Where's
the ROI? Winners & losers?
"The US stock market is booming, boosted by Tech giants borrowing billions to build huge data centers. There's a real, dangerous financial bubble blowing. Rogue tech is not going to kill us, but it generates errors, deskills young people and threatens global financial stability" writes Elevation's Roger McNamee ex-Google and Facebook investor. Full story here, first...
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Top OP leader
John Dale dies
Much admired Ex-Avery
Durable chief tributes in
The ultimate manufacturers' sales pro John Dale has died suddenly. We feel privileged to have known John over the past 40 years, experiencing his firm and fair support for resellers marketing campaigns with both Avery and Durable. We have contacted his ex-colleagues and key distributors and report their kind tributes....
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When will Ocado
oust staller Steiner?
Dropped by Waitrose, M&S &
Kroger. Lossmaking history
Online supermarket Ocado founded in 2000 by ex-Goldman Sachs, Tim Steiner has rarely made a profit in its hollow promise history. High profile partnerships with major superstores have failed to deliver lower cost to serve, due to an over reliance on inflexible warehouse automation. Will the Houdini ceo escape pressure again or disappear? Interview here with The Times' Guy Taylor
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H y g i e n e supply
leaders less healthy
Volumes in decline. Prices up!
Who's winning market share?
Hygiene, Foodservice & Packaging (HyPac) is the #1 business supply category alongside tech. Progressive business suppliers have pivoted into HyPac services. Proficiency Index Q3'26 reports analysis to date: CEO's seem complacent, lacking transparency by not splitting lower volumes from higher prices; denying soft consumer demand v WallSt AI Bubble euphoria? Full analysis here, first: 3M, Bunzl, K-C, Motion, PCA, Essity. P&G,
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Rentokil's Initial
services clean up
Global pest control giant's
ancillary business stronger
Rentokil Initial the $7Bn in sales, pest control leader's revenues normalised in Q3'26.Initial, Its hygiene, wellness & workwear division (20% sales) perfomed more slowly thana competitors like Cintas, Aramark as offices returned slowly" ceo Mike Duffy commented.Full analysis here, first
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MSC Ind'l supply
sales accelerating
Higher prices and volumes
boost market share gains
MSC ndustrial Supply, a leading $4Bn MRO distributor reported stong volume demand in Q4'26. New CEO Martina McIsaac, cited "Underpinning performance was core customer growth of approx 10% and accelerating growth in National Accounts." Full report analysis here...
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P&G: Pressure on
Growth recovers
Volumes up! Prices mixed
in hygiene & healthcare
Procter & Gamble, the giant $90Bn in sales home & business care brand maker, reported slower Q1'27 results with improving volumes. New CEO Shailesh Jerjurikar complacently commented "Our solid sales reflect sharpened execution of our integrated strategy" Really? Full report analysis here, first ...
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