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11 Aug 22
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Updated: 11 Aug 22
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The 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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11 Aug 22
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Updated: 11 Aug 22
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Papermakers price
hikes escalate exit
Paperless, Printless hybrid
digital work, exposes dive
Most leading OP, Paper, Printer & Packaging makers have reported Q2'22 results. Printer paper and ink usage is down 75%+ since 2008 yet makers are increasing prices between +25-40% as demand dives. The shift to hygiene, food service & packaging supplies is huge. The Covid crash caused users to accelerate the move towards digitization as print diminished. We analyse latest reports this week Veritiv, Acco, Brother, Resolute, Sylvamo, CCL/Avery & KP Tissue
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