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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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Bluefish montage 1Can Heath restore
O/Power failure?

Ex-Bluefish owner excited
by dealer group challenge


UK etailer Euroffice founded in 2000 enjoyed 12yrs of growth. In 2013, it formed dealer group Office Power to leverage its webstore technology. Since then reliant on narrowline wholesalers, it has incurred heavy losses as it failed to gain lift off. It just appointed much admired, ex-Bluefish owner Mark Heath as md. We talked to Heath about growth plans...

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kyocera man ptrKyocera printer
prices hike sales

US Components demand
soars amid global shortage


Kyocera Corporation the Japanese print and auto components maker, reported strong recoveries across all businesses fueled by 10-15% price inflation. The Components business was powerful and the printers & solutions improved particularly in the US market

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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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Screen Shot 2022 07 25 at 3.24.17 PMLyreco lifts Green!
Loses partnr Love?

Sustainability Goodness!
'Hardman' harms rapport


Lyreco,
 the admired global #4 business supplier, has driven several sustainability initiatives under Greg Lienard's leadership.  However, many suppliers are unhappy about buyer David Harman's uncompromising attitude towards cost inflation caused by the global supply shortages ... Updated

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Kapel Marcovici Danielle RajaRaja Group racing
towards €2B sales 

Doubling up pallet storage
space in packaging biz


European packaging giant Raja Group acquired Viking from vulture capitalist Aurelius in Nov'21, is now projecting a +50% sales increase in 2022 boosted by acquisitions and inflation. Enterprising CEO Daniele Kapel-Marcovici and new Viking chief Christa Furter continue to invest in logistics, digitization to maximize the customer service cexperience... Updated

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McPherson DG Grainger shirt 22Grainger gains big 

from high inflation

CEO claims market share
wins in Hygiene & Safety


Grainger, the $14Bn+ in sales, leading international broadline industrial & business supplier reported accelerated sales momentum in Q2'22 "Sales were boosted by  higher prices and market share gains in hygiene and safety supplies" claimed CEO DGMacPherson. 

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Moeller Jon PG thumb medium300 0P&G: Pricier &

Grinding slower

Flat volumes, Price hikes
in hygiene & health care


Procter & Gamble (P&G), the leading personal, home & business care brandmaker, continued to report a slowdown in Q4''22. New ceo Jon Moeller commented on new campaigns to shore up market share in towels, tissues & detergents eg Charmin, Bounty, Tide & Febreze. 

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Screen Shot 2022 07 29 at 11.21.59 AMNewell writes up

hygiene prices

Rubbermaid sales steady;
Pens stable WFH demand


Newell Brands,
a leading house of business & consumer brands, sales growth normalised in Q2'22, with steady WFH demand for hygiene and writing products, fuelled by price inflation. Can ex-OfficeMax ceo Ravi Saligram maintain momentum & how will Project OVID progress?

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Screen Shot 2022 07 29 at 1.51.39 PMEpson elevated
printed prices 

Declining demand in
High Capacity IJ sales


Epson, 
a leading printer and visual presentation products maker reversed its decline with printing solutions recovering in the US/Euro WFH market via higher prices. CEO Minoru Usui reported on the slowing demand 

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Yamana Shoie Konica 22Konica's MPS
demand down

Print plunge hits US/Asia
Europe market recovers


Konica Minolta 
the $10Bn Japanese MPS/printer group published better results in Q1'23 It looks unlikely that it will resume an acquisition drive to compete with Xerox/HP's moves for the few large MPS providers remaining?

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not yesterday's news tomorrow."

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