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  • Inflation bubble manThe Proficiency

    I n f l a t i o n Index

    +15% average price hikes
    boost profits by +30/40%!


    The Q1'22 reporting season is almost complete. Proficiency Index have analysed results and separated out the price inflation element, from real volume performance. This week Walmart, Home Depot, DCC-Exertis, Bunzl,  Macfarlane & Target all 
    reported boosted profits fueled by high price hikes; 75 companies analysed to date

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  • Personalised emarketingAmazon: Ultimate
    PeRSoNaLiSation?

    Is Everything Store liable
    for everything it supplies?


    "What Amazon doesn't know can hurt you" writes NYTimes Moira Weigel. Amazon has become hugely profitable $800Bn GMV sales organisation that overtook Walmart last year. It largely turns a blind eye to products sold on its platform. How responsible is the 'Everything Store' for everything it supplies?

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Cornell Brian Target 21Target's terrific

high ticket to ride 

Success! 'Essentials' order
online, delivered same-day


$106Bn+ in sales Target, reported terrific Q4'21 results from continuing strong 'essentials' demand CEO Brian Cornell described key success factors as: higher traffic and maintained online ordering in food, bevs & WFH improvement categories from its personalised Shipt same-day delivery!

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johnsen walter acme nyse lrAcme advance  
resumes strongly

US/CA sales resurgent
International demand slow


Cutting tools and safety supplies maker Acme United announced strong Q4'21 financial results boosted by powerful sales of Westcott scissors & First Aid & Safety products. CEO Walter Johnsen reports on its continued market share gains

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albregts Doug Gau Jeff marco 21Marco expands
MPS in Wisconsin

Consolidation of managed
print market is relentless 


Minnesota based US#1 MPS/MTS leader
Marco Technologies announced the acquisition of another MPS player in Wisconsin. The top 8 managed IT services players are in a race to consolidate the legacy MPS players that have suffered a 30-40% demand drop in revenues during Covid....

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veritiv truck faceVeritiv talespinning 
spikes mktcap 8X

Packaging powers up sales
Bain to make Imperial bid?


Veritiv, 
the leading US paper & packaging wholesaler, paused from its terminal tailspin. As an 'essentials' supplier its sales decline rate v competitors was shocking. CEO Sal Abbate has driven its new packaging strategy. The 2 yr 8X rise in market cap indicates a take over bid is imminent? Who's interested?

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Yuan Eric Zoom thumb medium300 0Zoom's boom in
video comms slows

Microsoft, Google & Cisco
still trail the cloud upstart


Video collaboration specialist Zoom (CEO Eric Yuan, pic left) continued its rapid progress but at a slower clip in Q4'22 as the Covid crisis subsides. The BIG question now is how can it innovate again, to increase its lead or will Microsoft's TEAMS overtake?

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Fisher Mark EnvoyF E M S A  forges 
forward in hygiene

Envoy makes 10 acqu'ns
to top $1Bn sales volume


FEMSA 
the mighty $27Bn Mexican based convenience store & fuel station chain (Oxxo) that acquired Waxie-NAmerican jansan network in 2020 via its Envoy Solutions subsidiary, reported Q4'21 results. We analyse and review progress of 10 acquisitions & future plans with ceo Mark Fisher

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3D boat sinking thumb medium300 03 D  P r i n t i n g
boat still afloat?

3DSystems & Stratasys'
sales up, losses continue


3D printing leaders Stratasys (MakerBot) & 3D Systems reported a recovery from Covid hit Q4'20 but losses continued in Q4'21. The bubble has truly burst +HP has yet to successfully shift in the industrial market. Optimism is still rife from the ceo's in spite of reality

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Lores Enrique HP 22 arrogantHP inks instant

print + price hikes

PC's up, but losing share.
Printers & ink volume sink


Old tech giant, HP Inc's printer & ink sales were down in Q1'22, mitigated by high price hikes. PC demand was strong, but still losing market share. Can smug & complacent ceo Enrique Lores really sustain growth and reinvent the fading force? We review the analysts weak Q&A session 

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Screen Shot 2022 02 28 at 1.52.22 PMAmazonification
of Whole Foods

Personalized robotics ease


shopping and payments 


“Would you like to sign in with your palm? That was the question a cheerful Amazon employee posed when greeting me at the opening of a Whole Foods Market in Washington’s Glover Park neighborhood" writes NYTimes Cecilia King. We analyse new developments...

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Bunzl driver delivers thumb150 Bunzl bundling
along more slowly

Hygiene sales slowdown
buffered by 14 acquisitions


Bunzl,
 
the $13Bn in sales, international business supplies wholesaler, reported decelerating slow growth in FY2021. Moreover, it confirmed details of 14 acquisitions that offset a real slowdown in organic growth, under pressure from Amazon and the emerging hygiene, foodservice & packaging distributors

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