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  • haworth steve evo19H o w  N o w
    D o w n  V O W?

    EVO fails to expand range
    to serve Biz Supplies mkt


    VOW, the leading UK OP wholesaler, part of the EVO Group, continued its 10yr long decline in 2021 in spite of acquisitions, the collapse of rival Spicers; and ignorantly missed, broadline business supply expansion opportunities. Moreover, losses continued. What happened to VC owner Endless' much lauded investment in growth initiatives? 

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  • Hygienic Office 21Healthy Hygiene
    mkt momentum?

    Who's winning mkt share?
    12%+ avge price inflation


    Hygiene is now #1 business supply category alongside technology. Progressive business suppliers: brandmakers, dealers have pivoted into hygiene, safety, foodservice & packaging, WFH-tech & wellness services. Proficiency Index Q3'22 analysis is nearing completion with brands' volumes slowing, boosted by double digit price hikes. Complete

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  • Productivity stairway to heaven2Can dealers pass
    productivity test?

    From OP to personal svcs
    in hygiene, FS, pkg supply?


    We've written exhaustively about the need for OP dealers to convert from 'transactional' product suppliers to 'personalised productivity services' providers inc. hygiene, foodservice & packaging. Amazon is winning the transactional battle with same day delivery of broadline business supplies to WFH users. Can dealers pass the 3pt conversion test? We discuss and highlight the best practice services providers? Complete 

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  • industrial supplies invasionIndustrial supply
    market resurgent!

    Edu, H/Care, Infrastructure
    investments boost growth


    Q3'22 financial reports for leading industrial supply distributors are nearing completion e.g. Fastenal, Motion, MSC, Grainger, Wesco, Arrow, Berry, DXP show double-digit sales growth boosted by price hikes; and higher profits. Proficiency Index reviews the performance of the Top 20 US distributors in 2022 with insightful analysis and discussion with leaders, progress and plans for 2023. Updated

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  • OPeless Island'OPeless, OPaque
    reports hide dive

    Top10 leaders' misleading
    market over terminal trend


    Proficiency Index
     is reaching the conclusion of Q3'22 reports analysis. It has become obvious that many OP market CEO's, who have failed to reinvent their companies, are in denial; and desperately trying to mislead the market over their incompetence. We highlight the Top 10 losers and contrast with Top 10 winners... 

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Gallagher Phil AvnetA v n e t  advance
a c c e l e r a t e s

CEO delivers higher profits
boosted by price inflation


Avnet
, the slimmed down $26Bn in sales, leader in electronics distribution & services accelerated sales growth in Q1'23 with US, Europe & Asia to the fore. CEO Phil Gallagher has made a powerful impact, aided by high price incrteases...

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Screen Shot 2022 10 31 at 4.33.45 PMReckitt returns
w higher prices 

Hygiene habits hesitate.
Wellness+Nutrition strong


Reckitt the £14Bn ($18Bn) UK based international consumer hygiene & health products giant, reported powerful Q3'22 results, boosted by double digit price hikes, as consumers "resumed 'normal' pre Covid wellness and nutition trends" commented new ceo Nicandro Durante

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butler mitchAverydennAvery Dennison

labels resurgent

RFID tags recover from
strong retail recovery


Avery Dennison,
 the $9Bn labels & RFID tags maker, continued to report powerful results in Q3'22, including excellent labeling business and improving security tag demand in retail stores. CEO Mitch Butler commented on its consistent growth story 

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Quincey James Coke lookup 21Coke fizzes from
high price hikes

Business & cafe eg Costa
sales come back strongly


Coca-Cola 'Away from Home' (business supply inc. restaurants) market collapsed thru' Covid. CEO James Quincey reported a powerful recovery in Q3'22 and the new 'Touchless' environment that is driving innovation in drinks delivery and a revival in its Costa chains

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Pesonen Jussi UPM 20pngUPM: huge price
hikes hide decline

Print paper volume plunge
offset by massive increases


UPM Kymmene
the world’s #3 papermaker, reported plunging printer paper demand offset by huge price hikes in Q3'22. Complacent ceo Jussi Pesonen seems oblivious to his disastrous mishandling of the lengthy Finnish workers strike earlier this year and moreover, failure to invest in new markets?

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nadella satya msoft cloud thumb other250 0Mighty Microsoft

higher on Cloud

Satya Nadella champions
"Everything mobile world"


Microsoft 
reported powerful growth again for Q1'23. Since ceo Satya Nadella
 took over 8yrs ago the reinvention, focus on personalisation, productivity and mobile tech viaAzure Cloud & Dynamics business software has continued to produce impressive growth; and superlative profitability 

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Hsu mike KCK-C Price hikes
hide volume drop

Personal care,Tissue & Pro
weak & losing mkt share


Kimberly-Clark (K-C)
 the global personal hygiene brandmaker, reported weak personal care tissue and Pro' hygiene demand. CEO Mike Hsu commented opaquely on declining sales in spite of double-digit price increases; and losing market share to its main rivals... 

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xerox sinkingXerox sinks down,
holed & hopeless

Chainsaw's cost cutting
agenda leaves skeleton


Xerox Corporation 
continued to report sales declines in Q3'22 as corporate offices largely remain half empty. It's highly unlikely that activist lead shareholder Chainsaw Carl Icahn's executive team can turnaround the tailspinning old tecgiant after 4 years of failure  

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Roman Mike 3M hands3M minimizes
sales slowdown

Weaker in all categories
Spinning off HealthCare?


Once mighty 3M's sales declined again in Q3'22. The Health Care business was steady, but transport, electronics, safety and office demand continued down, in spite of inflationary price increases. CEO Mike Roman's minimalistic, opaque report was light on plans to revive growth; and resolve legal issues over defective ear plugs

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FedEx UPS trucks price cartelUPS higher prices 
hide demand drop

Lower traffic shored up
by FedEx duopoly deal?


UPS
 the global #1 logistics leader reported declining volume in Q3'22 offset by huge price increases aka "quality" (ave+10%) in a buoyant ecommerce market. It maintained its lead over laggard FedEx, but lost ground to Amazon's relentless ascent...

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