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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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beats pill speakerBeats retreats:
burnt batteries

Apple recalls 222k
Pills XL speakers


Apple is voluntarily recalling about its Beats Pill XL speakers in the US after receiving 8 reports that batteries overheated and one user was burned.

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Paperlinx truck crash ravensPaperlinX crash
out of Europe

Will papermakers bother
to support Australia/NZ?

 

Paperlinx’s complete exit from Europe is nearing as it sells off three more country ops that continue under new ownership. Will indebted papermakers seek redress from the self serving surviving Australian management?  

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One SWacker chicagoChicago's uber
urban tech hub

1 SWacker tower move
follws Bos, NY, SF & SEA

 

Last week's purchase of downtown Chicago office building is the latest indication that investors are betting heavily it will become an increasingly important tech centre

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rometty ginni ibm cloudIBM & Cisco's
cloud catches

Continues investment
in open (IaaS) services 


Enterprise IT services giants IBM & Cisco continue to invest in cloud service providers to chase leaders Amazon & Microsoft. Meanwhile HP continues it haughty pretence.

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chicago MM yelp officeTech realty
goes retro

Chicago urban shift
to Merchandise Mart


As giants like Facebook & Google build new offices in California cities smaller tech companies are doing just the opposite in downtown urban ex-industrial settings 

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whitman meg hp discover15HP Discover:
direction split

Meg's main message.
New product releases


HP Discover 2015
conference started yesterday with numerous news announcements and strategy updates. Here's a quick round up of the key news so far & Meg Whitman's address

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lamneck ken insightNew Insight

logo illogical

Does intricate redesign
miss simplicity meaning?


Global IT reseller Insight Enterprises says new logo and brand refresh reflects how the industry has changed since it set up shop in 1988. But has it misread the market?

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dixons carphone jamesDixons: double

% growth drive

Carphone integration &
mobile demand boost


Dixons Carphone Group,
the electricals and mobile device retail leader in Europe reported outstanding Q4'15 results to 2 May; 12 months after its merger

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hp meg deckchair shifterH o l l o w
r e t e n s e 

Discover: Meg moving
deckchairs on Titanic.
Showboating Wall St.


HP's Discover 2015 conference opened today in Las Vegas supposedly for the benefit of  10,000 IT leaders. Apologies for thinking it was a separation showcase ahead of its split on Nov 1 and subsequent HP Enterprise merger with EMC...

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dutkowsky bob techdataTechData: Will  
W/S go direct?

CEO Dutkowsky answers
questions after STG deal


Last week
 #2 IT wholesaler, Tech Data's CEO Bob Dutkowsky
was interviewed by CRN re concerns resellers have over its acquisition of VAR Signature Technology Group (STG). Will it start a trend?

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not yesterday's news tomorrow."

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