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  • Screen Shot 2022 11 27 at 1.08.32 PM'Shrinkf l a t i o n'
    deceit exposed

    Brandmakers downsize
    quantity & inflate prices


    Meet the man on a mission to expose sneaky price increases. Edgar Dworsky (pic) has become the go-to expert on 'shrinkflation' where products or packaging are manipulated so consumers get less for their money. NYTimes writer Clare Toeniskoetter went to many pharmacies and supermarkets near Boston (US) to examine product examples 

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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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woodman nick goproGoPro captures
Heroic action

User innovation boosts
gains universal growth


GoPro,
maker of the world's most versatile wearable cameras, announced terrific financial results for Q2'15 and a great outlook...

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nadella satya microsoftMighty Microsoft
higher on Cloud

Commercial strength &
strong Surface balance
Nokia $7.6Bn KO blow

 

Microsoft reported tough results for Q4’15 ended 30 Jun'15. Since CEO Satya Nadella took over as CEO sentiment has grown strongly towards its reinvention and new focus 

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cook tim apple iphone6Amazing Apple
aces analysts

Sales & profits soar
in its quiet quarter


Apple
today announced phenomenal financial results for its Q3'15 ended June 27, 2015. the predicted slowdown in iPad demand failed to supress terrific sales of iPhones and the Watch. 

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mayer marissa milky wayMavens Mayer
makes it at last

Mayer's moves forward
in mobile, video & social


Phew! Yahoo’s
 complacent chief Marissa Mayer delivered positive growth numbers for the first time in her 3 year tenure. We are starting to believe...

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Whitman meg old hatHP faces false
ad complaint

Calls into question weak
print marketing strategy


HP
is being sued, alleging “its printers don’t operate as advertised", with the plaintiff looking to create a class action. A timely reminder to review its weak protectionist print ad campaigns?

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staples depot train crash#SPLODGE
Improbable 

Wall St. analysts' doubts
rise over Staples' merger


Word on Wall Street is that the Staples $6Bn takeover of Office Depot is now unlikely, based on the Sysco/US Foods v FTC precedent and institutions take on national accounts dominance... later today

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tanaka hisao toshibaBye Bye Tosh,
gone at Toshiba

CEO Tanaka resigns
for overstating profits


As expected, electronics giant Toshiba CEO Hisao Tanaka
resigned today over an accounting scandal which overstated profits by more than $1.2 billion.

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sundstrom karl stora LRStoraEnso paper
sales slide softer

No.2 papermaker CEO
shifts to renewables


Stora Enso
reported weak sales but flat profits in Q2'15. CEO K-H Sundstrom described transformation plans to cut paper capacity and investment in new growth opportunities...

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lexmark rooke cliff pushLexmark levers
MPS mket share

Strong software unable
to offset printers decline


Lexmark International,
in spite of growth in strategic services initiatives in Q2'15 continued its downward trend in sales and profits. 

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Tech CEOs Apple MSFTResults Preview:

What to watch

Apple, Microsoft, Yahoo
& GoPro reports analysis


Today 4 tech heavyweights report Q2'15 financial reviews. We will analyse & comment later today

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not yesterday's news tomorrow."

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