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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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Food fights sysco USFFoodservice fights
rematch & recover

Sysco Up! US Foods' flat.
Double digit price hikes


Foodservice supply leaders to business & restaurants Sysco & US Foods reported steady recoveries in their latest quarterly reports, boosted by higher price increases. Activist shareholders pressure at USF caused ceo to resign and be replaced by an interim ceo. We compare results...Updated today

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Piourde Mario cascades brandCascades Tissue
& Pkg price hikes

Containerboard capacity
investment in Bear Island


Cascades, 
the leading Canada based, tissue & packaging boardmaker 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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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 Q3'22. 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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bianco dino KPT thumb other250 0KP Tissue's roll
back weakens

Business market returns
boosted by price hikes


KP Tissue 
(ex-Kruger) the Canada based international brand tissue maker, recovered from a huge drop in demand in both consumer & business supply markets during Covid, boosted by high 20%+ price inflation. We analyse ceo Dino Bianco's opaque Q3'22 report

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vistar truck road thumb medium300 0PFG-Vistar: food

service normalizes

Price hikes + Core-Mark
acq'n offset weak volume


Performance Food Group 
inc Vistar, the leading US food & beverage services wholesaler reported a strong sales increase in Q1'23 as businesses & restaurants returned towards 'normal'. The major acquisition of convenience food leader boosted sales in addition to double-digit price hikes

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printermakers plungePrintermkrs salvage
some sinking sales

Canon, Kyo, Epson, Ricoh,
Konica & Brother analyses


The big 6 Japanese printer makers reported remarkably similar volume recovery rates in Q3'22 from pre Covid norm in Q3'19. So how can these major makers reinvent themselves? We analyse results and comment on their plans. Updated for final report from Brother today.

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Griffin Tim Exertis 21Exertis exerted in
tough tech market

Losing mkt share, boosted
by Almo acquisition in US


International tech reseller Exertis' parent
DCC Group released H1'23 results to 30Sep'22. Chief Tim Griffin reported declining sales volumes in a slowing hybrid working market. He described easing supply shortages impacting results and progress of the Almo acquisition

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Veritiv truck sunsetVeritiv speculation
spikes mktcap 10X

Price hikes save print sales
Advent-Imperial takeover?


Veritiv, 
the leading US paper & packaging wholesaler, recovered from its terminal tailspin boosted by price inflation. CEO Sal Abbate has driven a new packaging strategy to offset sinking printed paper demand. The 2yr 10X rise in market cap supports ongoing takeover speculation? Who's interested...the saga continues? 

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elisman boris acco slipsAcco skid masked
by price increases

Lack of reinvention leaves
vendor -29% v 2019 norm


Acco Brands, ex-OP brand leader, reported even weaker results in Q3'22. Complacent ceo Boris Elisman still shows little grasp of the broader business supply market opportunities and continues to double down on the extinct OP segment or ancillary gaming distractions? 

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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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