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  • haworth steve evo19H o w  N o w
    D o w n  V O W?

    EVO fails to expand range
    to serve Biz Supplies mkt


    VOW, the leading UK OP wholesaler, part of the EVO Group, continued its 10yr long decline in 2021 in spite of acquisitions, the collapse of rival Spicers; and ignorantly missed, broadline business supply expansion opportunities. Moreover, losses continued. What happened to VC owner Endless' much lauded investment in growth initiatives? 

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  • Hygienic Office 21Healthy Hygiene
    mkt momentum?

    Who's winning mkt share?
    12%+ avge price inflation


    Hygiene is now #1 business supply category alongside technology. Progressive business suppliers: brandmakers, dealers have pivoted into hygiene, safety, foodservice & packaging, WFH-tech & wellness services. Proficiency Index Q3'22 analysis is nearing completion with brands' volumes slowing, boosted by double digit price hikes. Complete

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  • Productivity stairway to heaven2Can dealers pass
    productivity test?

    From OP to personal svcs
    in hygiene, FS, pkg supply?


    We've written exhaustively about the need for OP dealers to convert from 'transactional' product suppliers to 'personalised productivity services' providers inc. hygiene, foodservice & packaging. Amazon is winning the transactional battle with same day delivery of broadline business supplies to WFH users. Can dealers pass the 3pt conversion test? We discuss and highlight the best practice services providers? Complete 

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  • industrial supplies invasionIndustrial supply
    market resurgent!

    Edu, H/Care, Infrastructure
    investments boost growth


    Q3'22 financial reports for leading industrial supply distributors are nearing completion e.g. Fastenal, Motion, MSC, Grainger, Wesco, Arrow, Berry, DXP show double-digit sales growth boosted by price hikes; and higher profits. Proficiency Index reviews the performance of the Top 20 US distributors in 2022 with insightful analysis and discussion with leaders, progress and plans for 2023. Updated

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  • OPeless Island'OPeless, OPaque
    reports hide dive

    Top10 leaders' misleading
    market over terminal trend


    Proficiency Index
     is reaching the conclusion of Q3'22 reports analysis. It has become obvious that many OP market CEO's, who have failed to reinvent their companies, are in denial; and desperately trying to mislead the market over their incompetence. We highlight the Top 10 losers and contrast with Top 10 winners... 

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Venhuizen John Ace 22Ace's high again
in 
WFH market

Dealer group winning
market share v bigboxes


Ace Hardware
 
the leading dealer owned, home improvement cooperative, reported strong organic growth boosted by double-digit price inflation in Q3'22. The best practice model group, increased market share v major competitors Home Depot & Lowesproving the power of personalized marketing and convenience over a buying group mentality 

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Screen Shot 2020 09 17 at 8.41.46 AMLowes slows down

from WFH highs

Loses market share to
Home Depot & Ace H/W


Lowes
the US #2, $100Bn sales home improvement retailer reported Q3'22 financial results. CEO Marvin Ellison commented on a better than expected performance especially its PRO business with SMB-trades people, but made no reference to lost market share with main rivals.

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Cornell Brian Target 21Target's high ticket
ride slows to walk 

'Essentials' ordered online,
delivered same-day strong


Target, the $100Bn+ sales US retailer, reported steady Q3'22 results from continued buoyant 'essentials' demand, but margins were was hit with mis-matched inventory issues. CEO Brian Cornell described the key positives, as strong online ordering in food, bevs & WFH categories from its personalised Shipt same-day delivery.

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Smith Gerry Depot Bizarro 2Depot's deceitful
BS baffles brains

'Bizarro' Smith's delusional
rhetoric hides price hikes


Beleaguered bigbox ODP Corp (aka-Office Depot-Office Max) reported another double-digit volume decline in Q3'22; -22% down on pre Covid 'norm' Q3'19; 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 'faux' Investor Day Q&A brainwash session. Updated

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Screen Shot 2022 11 16 at 5.07.59 PMSoftcat's steep
ESG challenge

Sustainability regs raise the
packaging compliance bar


Leading UK IT reseller Softcat talks about the steep learning curve of ESG regulations. "Sustainability is all about taking responsibility and minimising waste" says Alastair Wynn, business development director. 

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Screen Shot 2022 11 15 at 2.03.19 PMStaples & ISSA's
'clean' partnership

Did dealers miss chance
to host education facilities?


Worldwide Cleaning industry Association
ISSA
has formed a distribution partner program with Staples. Together, they plan to elevate the cleaning industry by hosting training programs at Staples facilities across the US. This initiative begs the question why didn't the dealer group networks make this move years ago?

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McMillon Doug Walmart 22Walmart winning 
back mkt share?

Ecom weak at 13%/sales.
Price hikes boost growth


Ex-#1 global retailer Walmart reported steady volume growth but weaker profits in Q3'23. It continued to ape Amazon's initiatives in vain and benefited from higher ticket prices, CEO Doug McMillon's market share gain comments appear complacent given opaque and weaker ecommerce activity. We analyse management commentary and the analysts Q&A session

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Salmon Tom berry lrBerry flat despite

huge price hikes

Losing share in strong 
hygiene & packaging mkt


Leading $14Bn protective packaging maker Berry Global reported declines in volume in 3 of 4 market segments inc. health & hygiene division in Q4'22. CEO Ted Salmon's opaque commentary confused analysis on flat profits in spite of double digit price increases.

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Decker Ted HDPro thumb medium300 0Home Depot down

Ticket prices up

PRO boosted by traders
return. WFH refits slower


Home Depot 
the $150Bn+ home & small business improvement reseller reported Q3'22 results. It benefited from the WFH trends, but volumes were down, over compensated by higher prices. CEO Ted Decker commented on the strong growth of its PRO supply business with SMB/ traders

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aramark delivery guyAramark advances

ahead globally

Uniforms set for spin off?
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. Updated

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