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  • Inflation bubble manThe Proficiency

    I n f l a t i o n Index

    +15% average price hikes
    boost profits by +30/40%!


    The Q1'22 reporting season is almost complete. Proficiency Index have analysed results and separated out the price inflation element, from real volume performance. This week Walmart, Home Depot, DCC-Exertis, Bunzl,  Macfarlane & Target all 
    reported boosted profits fueled by high price hikes; 75 companies analysed to date

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  • Personalised emarketingAmazon: Ultimate
    PeRSoNaLiSation?

    Is Everything Store liable
    for everything it supplies?


    "What Amazon doesn't know can hurt you" writes NYTimes Moira Weigel. Amazon has become hugely profitable $800Bn GMV sales organisation that overtook Walmart last year. It largely turns a blind eye to products sold on its platform. How responsible is the 'Everything Store' for everything it supplies?

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kelley brian keurig look backKeurig coffee
cuts & collapse 

Brewer sales crash. CEO
Kelley missteps exposed.
Facing KOLD reception?


Keurig Green Mountain,
the $4Bn+ in sales leader in specialty coffee brewers for offices, reported declining sales and profits in Q3'15. Shares dived another 30% as CEO Brian Kelley's backward mistakes amass...

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hamada rick avnet 15Avnet advance
decelerates

European Electronics
strong. Tech trailing


Avnet Technology
, the $28Bn in sales, global leader in technology distribution and services reported slowing sales and profitability in Q4'15

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systemax sinkingSick Systemax
slips and slides

Powerful industrial sales
killed by miserable Misco


Systemax,
the tech-direct marketer including Misco, CompUSA, Circuit City and Tiger Direct brands, reported serious declines in its financial results for Q2'15.

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Screen Shot 2015 08 04 at 07.03.52RRD divided,

& defensive? 

Confusing split to 3 coys.
Optimising comms biz?


RRDonnelley (RRD)
, the digital & print media giant, reported disappointing financials for Q2'15. It suffered secular decline in OP and announced a split into 3 companies?

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HP death of the printerThe death of
the printer?

Epson kills ink cartridge
for lasting new EcoTank


Epson,
the leading printer maker is introducing a new high capacity ink tank to slow down the decline in the marketplace. Another defensive protectionist move to stave off the inevitable?

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Smith Rowland depot chainsawDisintegrating
Depot defunct

Chainsaw CEO Smith
'executes' way to losses


Office Depot/Max,
the bigbox car-crash combo, continued its tailspinning tale, according to Q2'15 results. Annual sales have fallen nearly 50% since 2007. Thankfully, there was no woolly webcast rhetoric...

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Ergotron sitstand deskErgotron elevate
Nortek’s growth

Sit/stand desks & charge
carts energize edu sales


Nortek,
the diversified parent of technology brand Ergotron, recently reported a slower rate of growth gains for Q2'15

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HPs Mission ImpossibleHP: conscious
uncoupling
commences

Trial separation starts.

No shipments this wk.


HP is warning solution providers that no orders will be shipped until Thursday as a result of a system cutover precipitated by its company split 

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Screen Shot 2014 12 05 at 17.14.46Microsoft lifts
Uber to $50Bn

$100m investment rides
disruptor to FedEx level


Uber has completed a new round of funding that values the 5yo ride sharing phenomenon at $50Bn+  equaling Facebook's record for a private, venture-backed start-up.

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Screen Shot 2015 02 18 at 20.12.55Clorox cleaner
market growth

Chemicals maker gains
from innovative brands

 


Clorox Company,
the $5.5Bn in sales cleaning brands giant, reported solid growth results in Q4'15 to 30 Jun'15

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