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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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fitbit blaze ladyFitbit Blaze
fizzles out... 

New smartwatch draws
bad comps with Apple


Popular activity tracker maker Fitbit's shares plunged following the announcement of its first colour smartwatch at the CES'16 tech show.

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Productivity stairway to heaven216 P o s i t i v e
Proposals for ‘16

Practical guide to win in
business supply market &
beat OP declining trends

Most forecasters agree that 2016 will be a strong year of economic growth, business and consumer spending. So no more excuses! The urgent need is to satisfy customer demand for 'personal productivity services' that save time, money and space. Here's how to succeed... Complete

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Screen Shot 2015 04 09 at 01.24.38MSC Industrial
slips into reverse

Softer export demand &
bad weather hit growth


MSC Industrial Supply, a leading MRO distributor today reported declining results for Q4'15 ended 28 Nov'15

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Screen Shot 2016 01 06 at 16.35.36Apple app store

hits $20Bn sales

Slower % growth rates
on iPhones. Watch WOW


Apple said App Store billings topped a record $20 billion in 2015, but predictably growth % rates slowed for iPhones iexcept for new devices such as Apple TV and Apple Watch.

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Pinnacle montage 2014Pinnacle powers
past $1Bn sales

2 more progressives
join the US peer group


Pinnacle Affiliates, the peer group of large progressive dealers added 2 more members on 1 Jan'16 to top $1Bn in aggregated sales. We spoke with group leader Craig Bartholomew. Updated

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sargent smith arm around each other#SPLODGE FTC
hype hikes stock

Optimism renewed that
regulators will relent?


Staples and Office Depot share proices rose today amid speculation the bigbox's $6.3 billion merger deal might still be alive?

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pullein david cpcXMA in $200m
CPC framework

Schools group lists CCS
Banner, Kelway & Misco

The Crescent Purchasing Consortium (CPC), the European education IT buying group, tendered for the desktop hardware and peripherals framework last summer, and intention to award notices were sent out today, 

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Sweet sixteen predictions 2016Sweet Little
16 Predictions

Watch these BIG moves
happen in PPS market

What will happen with Amazon, Apple, Staples, Office Depot, SPRichards, WBMason, HP, SPOT (Spicers-OfficeTeam), Uber, EVO/VOW, Keurig, Grainger, dealers, groups, wholesalers, manufacturers in 2016. Here are our predictions...updated

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lexmark rooke cliff pushKonica to catch
laggard Lexmark

Consolidation of old tech
printer market continues

A letter sent to market analysts Photizo Group seems to indicate that Konica Minolta is preparing to buy out Lexmark.

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stern joana wsjPersonal Tech
life changers?

Gadgets, robots, ideas, 
state of the art in 2016


From artificially intelligent messaging apps to drones that follow you like paparazzi, 2016 will turn science-fiction tech into science fact. WSJ's Geoffrey Fowler and Joanna Stern gaze into our near future.

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not yesterday's news tomorrow."

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