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  • Inflation bubble manThe Proficiency

    I n f l a t i o n Index

    +20% average price hikes
    boost profits by +40-50%!


    The Q2'22 reporting season is reaching a conclusion. Proficiency Index has analysed results to date and separated out the price inflation element from real volume performance. For example, Stora, Grainger, Navigator, IP, UPS, & Veritiv, all reported inflated profits fueled by high price hikes; a total of 80+ companies analysed to date...Updated

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  • Hygiene clean office 21Healthy Hygiene
    market momentum

    How've leaders fared post
    Covid peak? Q2'22 analysis


    The #Paperless #Officeless #Touchless future is happening bigtime! Now hygiene is the #1 business supply category alongside tech. Progressive business suppliers: brand makers, dealers & MSP's have pivoted to sell customers hygiene, safety, foodservice & packaging, WFH-tech and wellness services.. We analyse Q2'22 reports, inc. this week Veritiv, KP Tissue & Suzano

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  • Economy normalising 22Normal economic
    times imminent?

    Jobs and demand strong
    Inflation falls. Recession?


    "How this economic moment rewrites the rules. Jobs aplenty. Sizzling demand. If US headed for recession, it's taking an unusual route, with many markers of a boom" writes NY Times Ben Casselman. We discuss the article as it affects the business supply market...

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  • smith gerry depot deckchair shifter 21Depot's deceitful
    dis-inte-gra-tion

    ODP 'Bizarro' Smith's pure
    BS disguises price inflation


    Beleaguered bigbox ODP Corp (aka-Office Depot-OfficeMax) reported another double-digit organic decline in Q2'22; -22% down on pre Covid 'norm' Q2'19; and down $5Bn since 2017. We analyse ceo Gerry 'Bizarro' Smith's deceptive report; the hollow and vague Varis&Veyer diversions plus his verbose BS commentary and Q&A session attended by the same one analyst again!

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  • Screen Shot 2022 07 31 at 1.12.59 PMIf Economy shaky,

    why profits strong?

    Inflation hurts consumers
    but hikes business margins


    Consumers are gloomy, but mostly working; the economy is slowing down to 2019 norms; the Fed wants it to keep slowing; and the recession obsessed Wall Street analysts are convinced the end is nigh. Meanwhile, strong profits are being reported in Q2'22 by Corporate America inc. business supply leaders, with optimistic outlooks for FY'22

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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 Q2'22, including excellent labeling business and recsurging security tag demand in retail stores. CEO Mitch Butler commented on its consistent growth story 

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Screen Shot 2019 03 12 at 12.16.43 PMTatham waves bye
bye to Westcoast

After 14 years wholesaling
joins $250m Intl IT reseller


Westcoast's MD Alex Tatham
has confirmed he is leaving the leading European independent IT wholesaler after 14 years to join a major UK-based global tech networks reseller. We spoke with Tatham about the Westcoast success story, the decision to move; and his future plans....

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donahue paul GPC 20Motion market
share rebounds

GPC/NAPA strong includes
major IndSupply acquis'n


Genuine Parts (GPC) 
the $20Bn parent of NAPA auto care & Motion industrial supplies businesses, reported a strong performance in Q2'22. CEO Paul Donahue commented on a buoyant used car market plus Motion boosted by acquisitions and stronger organic growth

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Narasimhan Laxman Reckitt 22 thumb150 Reckitt returns
w higher prices 

Hygiene habits hesitate.
Wellness+Nutrition strong


Reckitt 
the £14Bn ($18Bn) UK based international consumer hygiene & health products giant, reported powerful Q2'22 results, boosted by double digit price hikes, as consumers "resumed 'normal' pre Covid wellness and nutition trends" commented ceo Laxman Narasimhan

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Lutke toby shopify 21 thumb medium300 0Shopify still strong
with entrepreneurs

Decelerating growth rate.
Lays off 10% workforce?


Shopify, 
the specialist MCom platform for business supply entrepreneurs grew less rapidly in Q1'22 beyond 1M+ independent partners. It has reinforced marketing prowess with distribution services; can ceo Tobi Lutke match Amazon'sdelivery execution? 

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nadella satya msoft cloud 22Mighty Microsoft

higher on Cloud

Satya Nadella champions
"Everything mobile world"


Microsoft 
reported powerful growth again for Q4'22. Since ceo Satya Nadella took over 8yrs ago the reinvention, focus on personalisation, productivity and mobile tech via Azure Cloud & Dynamics business software has continued to produce impressive growth; and superlative profitability 

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Van de Put dirk brands mondelez thumb other250 0Mondelez gains
snack price hikes

Global WFH boosts sales
Dev't push into hi-protein


Mondelez International,
 the $27Bn in sales, international brand snackmaker (e.g. Cadbury, Ritz, Belvita, Oreo), reported strong organic growth worldwide sales in Q2'22 CEO Dirk van de Put reported on a satisfactory set of results boosted by price hikes

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Ship sinking man watchXerox sinks down,
holed & hopeless

Chainsaw's cost cutting
agenda leaves skeleton


Xerox Corporation 
continued to report sales declines in Q1'22 as corporate offices largely remain half empty. It's highly unlikely that activist lead shareholder Chainsaw Carl Icahn's executives can turnaround the tailspinning old tech giant after 4 years of failure. 

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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 Q2'22 offset by huge 'cartel' price increases aka "quality" (ave +11%)
in a buoyant US ecommerce market. It maintained its lead over laggard FedEx, but lost ground to Amazon's relentless ascent

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Jope Alan Unilever 22 thumb150 Unilever cleaner,
greener & pricier

Hygiene giant ceo under
fire for slow volume growth


Unilever, 
the $52Bn+ hygiene, personal care, food & refreshments giant reported inflated sales growth in Q2'22. Under-pressure from
investors, ceo Alan Jope commented on developments in nutrition and personal care brands, but benefited from huge price hikes

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