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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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martin geoff CCL thumb medium300 0CCL label sales'

healthy recovery

Inflationary price hikes
boost Avery's resurgence


CCL Industries (inc. Avery),
 the $6Bn in sales specialist labelmaker, reported a sustained recovery in Q2'22. Sales were particularly strong in the food, health and personal care markets. CEO Geoff Martin commented on record results across all divisions boosted by double digit price increases. 

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Gallagher Phil AvnetA v n e t  advance
a c c e l e r a t e s

CEO delivers higher profits
boosted by price inflation


Avnet
, the slimmed down $26Bn in sales, leader in electronics distribution & services accelerated sales growth in Q4'22 with US, Europe & Asia to the fore. CEO Phil Gallagher (pic left) has made a powerful impact, aided by high price incrteases...

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Screen Shot 2022 08 10 at 11.41.31 AMSamsung Galaxy
Unpacked News!

Refined 2 foldables, smart
watches and Pro earbuds


Samsung
has just wrapped its latest Galaxy Unpacked event (TMRoh, pic left) where it announced two foldables, new smartwatches and an updated Buds Pro line. While there were little surprises, the updates seem like quality refinements across the board 

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yuanqing yuan lenovo thumb medium300 0Lenovo leads in

slowing PC mkt

Mobile & Infrastructure
Services power forward


The international PC & mobile giant Lenovo reported steady growth results in Q1'23, extending its lead as #1 PC maker. "The Mobile group along with the growing Services group progressed aided by inflationary price increases" reported ceo Yuanqing Yang

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Continenza Jim Kodak momentKodak lost in the 
market moment

Secular trad print decline
recovers some reversals


Eastman Kodak 
reported recovering results in Q2'22 fueled by inflationary price increases. Dodgy opportunist, ceo Jim Continenza 
appointed in Feb'19 has achieved little to rescue core or grow digital business. The underlying decline continued...

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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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Veritiv truck sunsetVeritiv speculation
spikes mktcap 15X

Price hikes power up sales
Bain-Imperial to make bid?


Veritiv, 
the leading US paper & packaging wholesaler, recovered  from its terminal tailspin. Its sales decline v competitors during Covid was shocking. New ceo Sal Abbate has driven a new packaging strategy. The 2yr 15X rise in market cap indicates an imminent  takeover bid? Who's interested...the saga continues? 

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aramark delivery guyAramark advances

above 2019 norm

Uniforms slow recovery
Facilities services rebound


Aramark 
the $16Bn business services provider in Food, FM & uniforms reported a powerhouse recovery from depressed revenues during the Covid lockdown. CEO John Zillmer's plans to "elevate the hospitality culture" and transform customer orientation are underway

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Jones Yancey jnr tsrThe Supply Room
ramps up hygiene

Leading MidAtlantic dealer
consolidates Virginia mkt


Leading US independent OP dealer The Supply Room resumed its acquisition strategy, with the takeover of a small Virginia based jansan dealer. We speak with Yancey Jones, Jnr about progress and future plans....

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elisman boris acco slipsAcco skid masked
by price increases

Lack of reinvention leaves
vendor -24% v 2019 norm


Acco Brands, ex-OP brand leader, reported another weak sales recovery in Q2'22. Complacent ceo Boris Ellison still shows little grasp of the broader business supply market opportunities and continues to double down in the extinct OP segment or ancillary gaming distractions? 

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not yesterday's news tomorrow."

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