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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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Wieland Phil diversey thumb150 Diversey's drive 
inflation boosted 

Food&Bev hygiene growth
+ recovering institutional


Diversey,
 the $2.6Bn in sales, international hygiene & infection protection provider reported stronger results in Q2'22. Growing sales in the food & beverage market was supplemented by recovering institutional demand. CEO Phil Wieland was optimistic about future growth ...

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Engel john wesco 20One Wesco wired
with higher prices 

CEO's plan: build, connect,
power & protect the world


WESCO t
he enlarged $16Bn (inc. Anixter acq Jun'20) #1 US provider of electrical, security and MRO supplies, announced increased organic sales in Q2'22, boosted by double digit price increases. CEO John Engel reported on powerful strategic progress including integration plans 

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Binnie Steve Sappi 22 thumb medium300 0Sappi's surging

prices hike sales

Packaging+paper volumes
flat. Profits quadruple


Sappi, the SA based international papermaker, reported flat sales volumes boosted by 28% price increases. Whilst acknowledging the paper business is under pressure, CEO Steve Binnie's reinvention strategy relies on restoring slowing packaging power 

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King Andrew Mondi 22Mondi's massive 

margin price hikes

Packaging+Paper inflation
offset lower sales volumes


Mondi Group, the €9Bn in sales international paper & packaging maker reported strong packaging and paper sales boosted by 40% price hikes in H1'22. ceo Andrew King commented on its broad range of innovative, sustainable packaging solutions, and tripled profits from massive selling price increasers 

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Screen Shot 2022 08 03 at 7.21.33 PMJennifer Smith: Hall
of Fame Inductee! 

TwnCities honor Innovative
Business Supplies leader


The Twin Cities (Minneapolis-St.Paul) Hall of Fame honors change leaders in a dynamic marketplace. The 2022 class transformed their companies to match consumer changing needs. One of the global business supply market's most admired leaders Innovative's founder/ceo Jennifer Smith certainly deserved this wonderful recognition....

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Rendle Linda Clorox smileClorox collapse.
Price hikes save 

Chemicals maker losing
hygiene market share?


Clorox Company,
the $7Bn in sales, cleaning brands giant, reported declining sales volumes boosted by compensating price inflation in Q4'22. Lack lustre ceo Linda Rendle's optimism and market share gain claims were not justified by results

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fellowes John aeramaxFellowes backs
Biorisk Symposium

GBAC focused on better
air quality and healthcare 


The inaugural GBAC (global Biorisk Advisory Council) Symposium takes place Aug16-17 at Chicago Hyatt Regency. This year’s focus is on Air Considerations and features leading scientists and air quality experts. John Fellowes is proud to be a sponsor for the event 

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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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Salmon Tom berry lrBerry boosted by

huge price hikes

Losing share in strong 
hygiene & packaging mkt


Leading protective packaging maker Berry Global Group reported declines in volume growth in all 4 market segments inc. health & hygiene division in Q3'22. CEO Ted Salmon commented on flat profits in spite of double digit price increases 

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Leahy christine CDWCDW resurgent in

Corporate markets

Powerful SMB mkt growth
in WFH svcs inc.UK & CA


CDW, the $24Bn international reseller of IT products & services, continued its powerful growth in Q2'22. Strong US Corporate, Edu & Health Care & SMB markets were offset slightly by weak Government buying. CEO Chris Leahy commented positively about its integrated solutions prospects... 

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not yesterday's news tomorrow."

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