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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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Lores Enrique HP 22 arrogantHollow Printer
plans for office

“Inspires a productivity-
focused hybrid workforce?


HP Inc.
 has introduced the LaserJet Managed E800/E700 series, a new portfolio of MFPs it says “support and inspire a productivity-focused hybrid workforce...that can make work flow faster”. Who is it kidding as consumers drive towards a digital hybrid work 'printless' future?

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printer under hammerMPS cannibalizing.
Print RIP. MTS go!

Quocirca's romantic report
misleads on print trends


Market researcher Quocirca has published its Managed Print Services Market Landscape Report, 2022. It maintains MPS "continues to increase"? More likely recover lost ground during Covid. In reality, consumers know printing adds cost to communications compared with the new digital world. We analyse the report... 

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Screen Shot 2022 07 20 at 12.16.26 PMHNI sells China
furnituremaker

Withdrawal from Eastern
markets a rising trend?


HNI Corporation
, parent of AllSteel and HON furniture brands has completed the sales of its China/Hong Kong based manufacturing subsidiary to a leading Asian competitor...

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Roberts John JBHuntJBHunt drives high

prices, profiteering

Steady demand for Truck
load & contract services


JBHunt 
the $12Bn US transportation giant reported strong results in Q2'22 fueled by huge price hikes. Long haul demand recovered streadily as higher priced truck loads boosted profits inc. fuel surcharges. CEO John Roberts was unashamed by +25% price increases!

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shah niraj wayfair sadWayward Wayfair:
WFH wave wanes

Sales soared +90% during
Covid; now +40% on 2019


#1 home & business furniture reseller Wayfair is "the only top e-commerce player to decline in sales and profits".  According to researcher GlobalData “now demand is normalizing, Wayfair is back to making losses”. It certainly needs to adapt its model to more reliable personalized customer service inc. delivery & instal...

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smith gerry depot deckchair shifter 21Depot's desperate

buyback love sham

Bizarro distracts from dive
w deceitful charm offensive


ODP Corp
(ex-Office Depot/Max) unusually issued a preliminary statement expecting Q2'22 sales to be -23% down on the pre Covid norm with heavy negative cash flows. Deceitful ceo Gerry 'Bizarro' Smith wasagain trying to divert attention from his incompetence with an extravagant share buyback plan rather than invest in it's core business

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den Ouden Dirk StoraStora's bio-based
pack'g breakthru

Eco-friendly replacement
for PET bottles, cans & jars


Leading global paper and packaging maker, Stora Enso is poised to begin pilot production of a new, 100% bio-based alternative to PET plastics that it believes could be a “game changer” in the packaging industry. VP Dirk den Ouden stated "it's a solution that contributes to sustainable, circular growth”

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Fenby Stephen Midwich 22Midwich maintains
AV-UC momentum 

Acquis'ns+organic growth
drive full MSP services


International AV distributor Midwich reported strong results ahead of its half year review. CEO Stephen Fenby was excited about its growing specialist portfolio in Unified Comms (UC) and visual coms that have boosted the group's relentless progress...

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Krishna Arvind IBM 22 thumb150 IBM's strategic

actions a mirage?

Can ceo transform Blue
to compete in the Cloud?


IBM
 halted its 11yrs long revenue slide in Q2'22 with steady recovery in the hybrid cloud & Red Hat; and consulting. The jury is still out on outspoken ceo Arvind Krishna's ability to transform the old tech giant into a serious growth driven, cloud services competitor? 

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Screen Shot 2022 07 18 at 1.16.50 PMChina-LA container
traffic top records

Recession rhetoric trashed.
Consumer needs restocked


Despite inflation and recession concerns, “Americans are still spending on goods,” The Port of LA executive director Gene Seroka said. The port handled a record number of containers last month, the busiest in its history as costs halved v 2021 (still 4X the pre Covid norm)....

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