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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

    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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Economy normalising 22Economic growth
gains still +2-3% 

Yellen US TreaSec: "Not a
market that's in recession!"

US Treasury Secretary Janet Yellen said today U.S. economic growth is slowing, but a recession was not inevitable. Meanwhile, UK reported strong May/June numbers. These factual reports defy the Wall Street recession obsessed pundits' negative narrative in spite of strong consumer spending from high employment numbers...

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Screen Shot 2022 07 25 at 11.00.00 AMAmazon rolls out
EV's in 100 cities

Bezos '19 Climate Pledge
takes giant step forward

Amazon and Rivian
are rolling out thousands of custom electric delivery vehicles to more than 100 cities, including Seattle, by the end of 2022 with plans to expand to 100,000 cities in the U.S. by 2030.

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johnsen walter acme nyse lrAcme recovers
supply backlog

Huge price hikes boost
cutting tools, safety sales

Cutting tools and safety supplies maker Acme United announced a recovery from its severe China supply shortages in its Q2'22 financial results. ceo Walter Johnsen reported on the  difficulties and the welcome reduction of  its strong order backlog 

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Screen Shot 2022 07 21 at 2.40.18 PMStoraEnso's huge
+40% price hikes

Packaging volume plunge
Paper demand crashes

Top packaging-papermaker Stora Enso reported a big volume plunge in Q2'22, boosted by +40% price increases. Enterprising ceo Annica
detailed huge printer paper volume falls & capacity closures, plus investments in renewable packaging materials ...Analysis updated

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Screen Shot 2022 07 21 at 2.07.40 PMFrustration Free
SIOC deliveries

AMZN & shoemakers drive
sustainable packg future

Kengos' Micah Heftman
hadn’t heard the acronym SIOC (ships in own container) when he designed his shoebox. Only when he heard about SIOC did he realize there was a name for his user friendly pack design. Both he and Amazon's 'Frustration Free' packaging drive bode well for sustainability, cost reduction and easier touchpoints...

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nadella satya MS mouth openMicrosoft Inspires
with 5 Power Plays

Nadella calls digitization,
hybrid work+cybersecurity

Microsoft's annual global partner conference Inspire 2022 was back this week in Redmond (WA). CEO Satya Nadella's keynote to vendor's partners on what to expect from the tech giant with 5 major takeaways covering digital transformation, personal productivity, mobility, hybrid working and cybersecurity 
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Screen Shot 2022 07 22 at 3.14.58 PMPremier powers
up in packaging 

Acquires lamination film
for foodservice specialist 

Giant Japan Pulp & Paper's (JPP) Premier Paper Group
has acquired lamination film specialist including flexible packaging films for direct food contact and lamination films for carton producers. A smart acquisition for a growing market...

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Clover Jim Cerklerski cartClover acquires
D2C distributor

Small positive move away
from ink cartridge remans

Clover Imaging Group
 the leading remanufactured ink brand, was acquired by vulture capitalists in Nov'19. After withdrawing fom Europe it's diversifying its US business with the acquisition of a small D2C fulfilment house. In spite of "buoyant" talk, from ceo Jim Cerkleski we feel 'strip and flip' exercises are underway as the printer market plunges new depths...

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groth magnus essity 620 thumb other250 0Essity edges back
w high price hikes

Weak WFH brand strength
causes softer bounceback

, the international hygiene & health supplies maker, reported a stronger recovery in Q2'22. CEO Magnus Groth's growth strategy hype seems hollow after results that show sales volumes only slightly ahead of pre-Covid 'normal' Q2'19, despite many acquisitions

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Pesonen Jussi UPM 20pngUPM: huge price
hikes hide debacle

Print paper volume plunge
offset by massive increases

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

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