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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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yamashita Yosh ricohRicoh resurgent
rhetoric runs dry 

MPS plunge induced by
hybrid work, price abated


Ricoh, a leading printer brand maker, is planning its future under the 'Resurgent' tag. Given sliding demand in its core printer sales, can it truly transform itself into a digital managed services powerhouse? Higher prices offset its sales volume decline

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Global Ind manGlobal Industrial
intensifies focus

Ex-Systemax sustains gains
w inflation & new contracts


Global Indl (ex-Systemax) the newly slimmed down industrial supply reseller, withdrawn from the IT business, continued tits steady progress. Sales grew again in Q2'22 boosted by inflatjion and new contract deliveries constrained by supply chain difficulties

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schultz howard sbx 2018Starbucks steams 
back with Schultz!

US recovered but China hit
by Covid lockdown again


Starbucks
,
 the international personalised coffee services giant inc. business delivery, reported good Q3'22 results with a strong US recovery, but China hit by a new Covid lockdown. Returning legendary ceo Howard Schultz described plans to reinvigorate the customer experience. 

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skelton cliff conduentConduent crash
c o n t i n u e s

Govt business losses but
new contracts optimism?


Conduent, 
the much hyped ex-Affiliated Computer Services company, now 5 years split from Xerox, declined further again in Q2'22 The CEO appointed by Chainsaw Carl Icahn is under review but new contract gains may save him. Analysis from 1600ET

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Screen Shot 2021 02 17 at 6.34.40 PMBiC writes & lights

huge price hikes

Back to School orders up
Paperless & non-essential


BiC the stationery, shaver & lighter maker, reported a strong recovery in Q2'22. Morever, it expects the demand trends to grow even further as its products recover from its 'non essential' status in developed merkets including back to school orders.

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doheny ted sealedair boxSealed Air: price 

hikes offset fall

Protective packaging and
food care stalled reovery


Sealed Air Corporation, 
the $5Bn+ maker of protective packaging for Food & FM products reported inflation powered results in Q2'22. CEO Ted Doheny credited the resilence of its product protection market boosted by double digit price hikes. 

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Khowsrowshahi Dara Uber 21Unstoppable Uber
drives 2X growth

'Eats' delivery 51% gross
revenues. Freight acqu'n


Uber,
the hugely popular international taxi & delivery service reported impressive growth in Q2'22 to take gross revenues past $100Bn.  Its market capitalisation is now higher than FedEx and recently acquired a freight delivery company 

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Bunzl driver deliversBunzl buys four
FM s u p p l i e r s

WH Storage, PPE, Hygiene
Foodservice distrs acquired


Bunzl plc
the $14Bn international business supplies wholesaler, announced  agreements to acquire 4 distributors across the globe inc. Australia, Brazil, Benelux and UK. These acquisitions reached 6 YTD challenging the 'norm 10pa rate' of previous years..

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musgoves nectere jan16Nectere's Never
Neverland neuterd

Struggling dealer group 
heads towards graveyard?


Nectere
, the UK&I full service, smaller dealer group, has always promoted ambitious expansion, despite fading wholesaler support, looks in trouble. After failing to find buyers, we understand an MBO is in process. But, will owner Paul Musgrove sell before it reaches the graveyard 

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Screen Shot 2022 08 01 at 11.33.46 AMGeoPac hikes up
hygiene capacity

Expands Alabama cellulose
production for growth mkt


Georgia-Pacific, parent company of GP PRO, announced plans to invest again in its Cellulose Alabama River (ARC) mill. Fuff pulp manufactured at ARC are supplied to global markets for use in an array of paper products including absorbent applications and hygiene products. Chief Scott Light was excited about the increased investment in the Alabama community 

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