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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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Screen Shot 2022 07 22 at 1.51.20 PMStaples DEX Imgg
acquires NC rival 

Consolidation of regional
MPS market re-accelerates


Staples
acquired Dex Imaging
in Feb'19. After an initial flurry of MPS reseller purchases it paused during Covid. Now along with the Top 8 US Managed Tech Services providers acquisition activity has accelerated. 

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vulture capitalist crash graphVulture Capitalists'
clueless ignorance

VC-backed businesses
crash at an alarming rate


"As values crash, it's becoming clear that many VC firms simply got lucky once and have coasted ever since" writes The Telegraph's Matthew Lynn. We discuss and the article and analyse the traumatic experience endured by players in the business supplies industry this century 

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Screen Shot 2022 07 16 at 3.35.25 PMWallSt cries Wolf!
Economists' reality

Big Banks' mixed signals &
press' recession obsession


In their latest financial reports, Wells Fargo showed signs of trouble but Citigroup revealed results that were better than expected. Analysts' and media e.g. CNBC have been recession obsessed since January. How do the more reliable, leading economists view the market? We compare and comment on the US & UK economic outlooks...

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women marketeers top 9 jul16Top 30 Women
Marketers 2022

Leaders in creativity, sales
& brand growth success


Marketing to businesses by brandmakers & resellers has been dominated by men. Now the most successful businesses are increasingly inspired by women leaders. Proficiency Index lists the most prominent women marketers in business supply. We include new nominations from independent dealers. We publish the'Top 30 Women in Business Supply'at the half year to date

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Screen Shot 2022 07 18 at 10.51.36 AMNovatech nets
MPS expansion

Managed print industry
consolidation continues

Leading US MPS provider Novatech has expanded its coverage and portfolio with the acquisition of another managed print services operator headquartered in Florida. Industry consolidation slowed during Covid,now its starting to revive in 2022...

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bezos jeff amazon chainsawAmazon axing
private label?

Weaker demand trends
v original maker brands 


Amazon
is slashing its private label ranges e.g. Basics amid weak sales. Is this a positive sign that its merchandising teams are listening rather than competing with original brand vendors? Is the bigbox players history of failure to meet consumer preferences coming home to roost e.g. Staples, Depot, wholesaler brands

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Screen Shot 2022 07 14 at 2.48.22 PMAmazon Prime Day
+20% record sales

Mmbrs bought 300m items
delivered at 40pkgs/hr rate


Amazon released the results of its Prime Day 2022 event on Thursday, saying Prime subscribers purchased some 300 million items worldwide during the two-day sales event. Moreover, the Small Business supplies  promotion was a huge success

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Schneider Todd Farmer Cintas thumb150 Cintas' resilient
revenue recovery

Uniform, Health & Safety
Services growth returns


Cintas, 
the $8Bn uniform services specialist, continued its powerful sales recovery in Q4'22 results. CEO Todd Schneider (on left) plans to accelerate retired Scott Farmer's'Ready for the Workdaystrategic direction shift towards higher profitability.

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norris mike cc 22Computacenter

thrilled to BITS!

CEO Norris welcomes

 

fastest growth US VAR


Computacenter's CEO Mike Norris
said its acquisition of one of the "fastest growing" value-added resellers in the US is a "nice step in the right direction" following two previous major acquisitions...

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florness don fastenal thumb medium300 0Fastenal's growth

price hike boosted

Jansan vending revived
Fasteners power ahead



Fastenal, the $6Bn in sales, US reseller of MRO & vending supplies, powered ahead in Q2'22 with strong fastener sales and safety supplies in recovery aided by higher prices across the board, boosting profitability

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not yesterday's news tomorrow."

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