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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

    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 05 at 5.07.09 PMFat FedEx fleeces
users & suppliers  

Giant overcharges delivery
& underpays contractors

contractor leading a group charge for higher per-stop pay called Ground division CEO John Smith’s stern response to the alliance “tone-deaf,” as tension builds between leadership and independent delivery providers. This behaviour seems typical from the 'cartel' participant overcharging customers and underpaying suppliers...

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Jacobs Brad XPO thumb other250 0X P O  Logistics
loses mkt share

Huge price hikes boost
disguise volume decline

Transportation leader XPO Logistics' 
brash expansionist ceo Brad Jacobs has reversed his broadcast plans for an acquisition spree and is now spinning off divisions. Meanwhile, in spite of bullish tones, Q2'22 volumes are in decline, only saved by huge price increases

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Screen Shot 2022 08 05 at 3.47.23 PMKimball's office 
sales resurgent

Hospitality depressed
hurt by Covid collapse

Kimball International, the hospitality, health care & office furnituremaker announced a powerful recovery in office sales and orders for its Q4'22. "The National brand of furniture is fueling growth recovery, but hospitality market demand is still depressed" commented ceo Kristie Juster

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Lalonde Ramon Resolute thumb other250 0Resolute not so
resolute in tissue

Wood/pulp product prices
boost strong sales growth

Resolute Forest Products
(recently sold to Asia Pulp & Paper) the leading Canadian paper, pulp and tissues maker reported inflation boosted Q2'22 financial results. Core paper & tissue sales were weak, over compensated by strong demand for wood and pulp inc. higher prices

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Zhang Dan Alibaba 21Alibaba's advance
decelerates to flat

New services mirror AMZN
initiatives in Alexa & Cloud

China's Alibaba the $130Bn+ in sales, MCommerce giant reported its slowest growth rate ever in Q2'22. ceo Daniel Zheng provided details of new services in cloud, grocery delivery & VA ordering that copycat Amazon's innovations. Surely it has abandoned US trading plans in conjunction with diminished Depot by now?

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Piourde Mario cascades brand thumb other250 0Cascades Tissue
& Pkg price hikes

Containerboard capacity
investment in Bear Island

Cascades the leading Canadian tissue & packaging board maker reported inflation boosted results in Q2'22. CEO Mario Piourde's 
optimism was dented by Covid's negative affect on business tissue sales but balanced by stronger packaging demand especially in foodservice

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long mike arrow lrArrow maintains
IT's sharpness

Global components sales
soar inc.huge price hikes

Arrow Electronics, the $36Bn in sales global provider of IT products, services reported strong sales growth from a tough market in 2019/20 . The new ceo Sean Kerins commented on the growth in global components fueled by higher prices. 

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Mullen Joyce InsightInsight recovers
market share?

Strong sales in USA/APAC
Weaker rebound in Europe

Insight Group ceo Joyce Mullen reported a continued strong rebound in organic sales in Q4'21. The group lags leading IT resellers e.g. CDW, Computacenter, Softcat & Synnex. There are signs of sustained growth over the past year as it plays catch up....

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IronMeaney Bill IRM hands 22 Mount'n scales
service price hikes 

Major acquisitions disguise
dull, real volume progress

Iron Mountain 
ex-global leader in document services reported steady Q2'22 results. CEO Bill Meaney's opaque, minimalistic but hyped up reporting seems geared to disguise reactionary late moves in digital & cloud storage. Acquisitions and high price increases continue to hide real volume progress....

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shah niraj wayfair sadWayfair wayward;
volumes in freefall

Delivery & inventory issues
offset high price inflation

the $12Bn US/UK home & office furnishings etailer, reported its 5th consecutive quarter sales decline in Q2'22. The Covid lockdown proved a huge WFH sales boost to business customers, now in freefall. Can ceo Niraj Shah turnaround its fortunes? 

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