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  • Screen Shot 2020 12 15 at 10.58.22 AMMega Merger
    mania mounts

    Record pace maintains
    inc regional consolidation


    Over 50 megadeals have been agreed year to date matching the number in all of 2020 and that pace is likely to continue, according to M&A experts. Merger volume is expected to keep record pace in 2nd half of year. We review the M&A activity in the business supplies market and speculate on those in the pipeline.... Updated again today 

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  • Screen Shot 2021 07 20 at 11.25.23 AMOptimism rising on
    US/UK economies

    High start-ups fuel growth.
    Inflation only negative fear


    Amidst all the negative commentary surrounding rising inflation in US/UK economies we read two positive articles over the weekend that were positively bullish.  One from The Telegraph based on the WFH tech revolution and rapid growth in UK start-ups and the NYTimes focused on the latter in the US....

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  • Screen Shot 2021 07 14 at 5.10.59 PMPartnerless,

    Pretentious
    Procurement!

    Bigbox BS! Vendors' deals
    marred by anti-marketers 


    A disturbing trend in recent years has been the rise of soulless, bigbox buyers baulking at innovative marketers' new product proposals. Merchandisers say yes! Procurement pros say no! What do they know? Meanwhile, growth driven marketers like Amazon say "Yes.what's the question?". When will this vulture backed nonsense end? We discuss....

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  • Screen Shot 2018 10 30 at 1.24.38 PMI n f l a t i o n
    C o n f l a t i o n?

    Increased prices & profits
    distort trends...beware!


    Like the surge in corporate profits that we see in the Q2'21 results season to date, the rise in inflation is largely a matter of arithmetic. The world shut down a year ago and is now reopening. This was always going to distort the figures and could lead to exaggerated forecasts of higher inflation 

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  • Productivity to lucyThe Productivity
    Paradox puzzle

    How WFH skew metrics.
    Industrial stats redundant
    in a hybrid work economy


    Productivity stats in US & Europe accelerated in the 2020 Depression...how and why? As we've reported repeatedly over the past 10yrs+, industrial productivity measures are redundant in the 'Information' economy where workers input hours are immeasurable, especially now, in the 'WFH/Officeless' hybrid world. In truth, productivity has been rising strongly throughout the web inspired economy. We discuss inc. Sunday Times David Smith's article today

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Screen Shot 2021 07 22 at 3.50.33 PMBouncebackability
Index leaderboard

Q2'21 results analysis show
healthy growth v laggards

Early results for business supply players in Q2'21 predictably show strong positive growth v Q2'20, but how do they compare with the pre-Covid 'norm'? Proficiency Index reports the leaderboard of vendors, wholesalers and dealers' 'Bouncebackability' performance v Q2'19. Updated daily through the Q2 reporting season...

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KC Tissue tearsK-Clark's tissues

for hygiene tears

Strong personal care sales
offset weak Pro/consumer


Kimberly-Clark (K-C) the global personal hygiene brandmaker, reported continued declines in towels & tissues compared with Covid boosted Q2'20.  CEO Mike Hsu commented on a disappointing market share loss that was only marginally ahead of the 'normal' Q2'19

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Screen Shot 2019 02 26 at 6.33.17 PMFlexible Fulfilment
by Essendant...

Wholesaler partners in low
-cost vendors' distribution


As Amazon wreaks havoc with traditional distribution channels, wholesalers face pressure to innovate with broader business supply categories; same day delivery & mobile webstore marketing. Dealers have been slow to respond causing wholesalers to deepen partnerships with vendors. We discuss progress with Essendant's president Harry Dochelli...Updated

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lynch mike autonomy shadyHP fraudster
faces extradition

Autonomy's chief Lynch
guilty of $11Bn con in 2011


A UK court ruled yesterday that Mike Lynch could be sent to US to face 17 counts of criminal fraud over the $11Bn sale of Autonomy, the software developer, to Hewlett-Packard in 2011. If found guilty, the billionaire could spend more than 20 years in prison. We revisit the history of the case...

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donahue paul GenPts presGPC: Motion loses 
FM supply market

NAPA strong inc busy M&A
as US economy recovers


Genuine Parts (GPC)
 the $18Bn parent of NAPA autocare, Motion industrial supplies (& ex-SPRichards) reported a recovering performance in Q2'21. CEO Paul Donahue commented on a stronger autocare market but did not comment on losing FM market share

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johnsen walter acme nyse lrAcme advance hit 
by systems snags

Strong US sales disrupted
International demand high


Cutting tools and safety supplies maker Acme Unitedannounced strong Q2'21 financial results boosted by powerful sales of Westcott scissors & First Aid & Safety products. CEO Walter Johnsen reports on its continued market share gains

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jape alan unilever20Unilever leaner,
cleaner, greener

Hygiene giant's WFH ceo
"strong essentials & care"


Unilever, 
the $50Bn+ hygiene, personal care, food & refreshments giant reported resilient financials during Covid hit Q1'21 WFHome CEO Alan Jape commented on progress of his key initiatives in nutrition and personal care brands

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Pesonen jussi upm reflectingUPM print paper
recovers slightly

Biorefining boom offsets
slow comm paper sales


UPM Kymmene
 
the world’s #3 papermaker, reported recovering results with sinking printer paper demand offset by new developing product categories. "Strong Biorefining demand drive our transformation from weaker paper demand" commented ceo Jussi Pesonen 

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Bresky Annika SE headStoraEnso pivots
to packaging 

Closing paper capacity to
boost food & hygiene mkt


Top packaging-papermaker Stora Enso reported strong packaging revenues in Q1'21. New CEO Annica Bresky confirmed plans to cut huge printer paper capacity and invest in renewable packaging materials for the growing food and hygiene markets

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Quincey James Coke lookup 21Coke growth
regains sparkle

Business & cafe sales
comeback strongly


Coca-Cola 'Away from Home' (business supply inc.restaurants) market collapsed through Covid.  CEO James Quincey reported a powerful recovery  in Q2'21 and details of the new 'Touchless' environment that is driving innovation in drinks delivery

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not yesterday's news tomorrow."

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