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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 08 08 at 12.28.14 PMLogicalis expands
IT services by acq

Top vendors' prtnr enables
HiEdu & Govt secured svcs


Leading tech services provider Logicalis has acquired a NetApp, Cisco and Lenovo partner reseller that ceo Alex Louth states "adds complementary capabilities to its UKI's core expertise, especially around the Higher Education and Government Secured Services sectors"

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

3DS & Stratasys recover w
rising prices + acquisitions


3D printing leaders Stratasys (MakerBot) & 3D Systems recovered from pre Covid norm, but losses continued in Q2'22. The 3D market bubble has truly burst, yet management optimism is still rife in spite of reality. Meanwhile, both announced acquisitions today

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energizer bunny flat 22Energizer's  f l a t
battery  p o w e r

Double digit price hikes
offset sales volume drop


Energizer
 
the enterprising personal care & battery supplier to businesses, lost batteries' market share in Q2'22 after a strong recovery during WFH/Hybrid working. It performed steadily in autocare but lower volumes were offset by high price increases...

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Screen Shot 2022 08 08 at 1.40.29 PMOffice furniture is
dead. Long live
office furniture

MillerKnoll merger max's
brands hybrid challenge


Ben Watson is overseeing the merger of Herman Miller and Knoll, with the belief that good design means good business. “The moment we’re in now, is the most intense that I’ve ever been in my career in furnishings” he said. NYTimes' Ben Birk reports

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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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Screen Shot 2022 08 05 at 2.44.10 PMR J Young makes
#12 MTS acquis'n

Top Managed Tech Service
dealers' consolidation race


RJ Young
, the #6 US Managed Tech Solutions (MTS) provider in the Southeast, announced tits 12th acquisition of a Mississippi based office technology specialist. CEO Chip Crunk was excited about a "excellent addition to their current tech offerings"

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Screen Shot 2020 08 10 at 4.38.36 PMBack to School
demand steady?

NPD reports growth but
+15% prices hide drop


According to The NPD Group, 'Back-to-School' sales are seeing early growth in the office supplies industry "with unit sales up 2% through the first 3wks of the season". C'mon most OP vendors have increased prices on average +15% since 2021, so how does it measure volume growth? Readers want facts not inflation boosted reports...

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Tillis Bob Jason imperial 21Imperial bags
52nd acquisition 

Rapid rollup Q answered?
Bain starts to integrate


VC Bain Capital owned Imperial Dade, continued the rapid roll-up of regional hygiene, food service & packaging suppliers in the US. The latest major move in Florida tracks a path pioneered by Bunzl, followed by FEMSA-Envoy and BradyIFSThe persistent question mark, appears to be answered, Bain is backing systems and brand integration...

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Screen Shot 2022 08 05 at 1.15.08 PMAMZN automates
biz cleaning plans

10th robotics play in 10yrs
drives user productivity

 
It's been a decade of discovery in robotics for Amazon. From Kiva, to Drones, to Alexa, to Proteus, to Ring, to Cardinal, to ARID and now corporate & home office cleaning. All innovations aimed at driving greater personal & biz productivity. We discuss plans with SVP Dave Limp

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koike tosh brother lrBrother prints
higher prices

Domino, sewing machines
& Network sales strong


Brother International 
the $6Bn document services & printermaker, reported an inflationary price fueled recovery in Q1'23 primarily in the Europe & Asia markets as the Covid crisis eased; and WFH activities spurred growth e.g. sewing machines and color printing

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