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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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cook tim apple 22 1Apple aces high
ft. iPhone + Svcs 

Macs, IPads, Watch steady
Global results resilient


Apple, 
the ultimate personal productivity tool designer, reported steady sales & profits in Q3'22 boosted by the heralded iPhone 13 series. CEO Tim Cook was delighted about growth in Services now running at $100Bn annually..

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Bezos Jeffamazon head hands thumb medium300 0AMZNIFICATION
ascent  r e l e n t s

Services/3Pty sellers strong
Biz supply US sales strong 
Tech+Mktg costs hit profits


Amazon's
amazing sales growth decelerated for the 5thQ running in Q2'22, returning to '19 slower growth rates. Investments in tech and marketing dragged down profits. The 'Everything Store' is still consumers' and business' 'first call' broadline supplier and gained increased market share in product and services sales. 

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smurfit tony presSmurfit packages
huge price hikes

Europe #1 provider strong;
adding new investments


Europe’s largest paper packaging solutions provider Smurfit Kappa Group (SKG) grew strongly in H1'22 and is expanding in Eastern international markets. Inflation rates of +34% boosted slow volume growth  

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Screen Shot 2022 07 29 at 12.01.47 PMNestlé slow growth

gets price boost

Global volumes weaken
Health Sciences stronger


Nestlé, the #1 global #1 food & beverage maker reported slower organic growth in Q2'22. Demand predictably was stronger in WFH- consumer markets e.g. coffee, water and pet food, and there were signs of recovery in business supplies eg break-room and restaurants

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Fisher Mark EnvoyF E M S A  forays
forward in hygiene

Envoy's 15 acquistns takes
it past $1.5Bn sales volume


FEMSA 
the mighty $27Bn Mexican based convenience store & fuel station chain (Oxxo) that acquired Waxie-North American jansan dealer network in 2020 via its Envoy Solutions subsidiary, reported Q2'22 results. We analyse and report on the 15th acquisition today with ceo Mark Fisher

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Screen Shot 2022 07 28 at 12.23.51 PMHON-Allsteel: biz
demand rebounds 

Furniture price rises boost.
Residential ranges strong


HNI (HON + AllSteel)
the $2Bn US furnituremaker, reported a steady recovery in demand in Q2'22 in office supply markets, with ceo Jeff Lorenger cautious, but confident about long term direction even though demand has recovered above pre Covid norm 

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IP packaging aircraft carrierI P: Packaging
prices power up

Profitability soars on flat
demand. Better IP plans?


International Paper, 
the leading packaging maker, spun off its printer paper division, renamed Sylvamo in Q4'21. CEO Mark Sutton continued the reinvention focus on becoming an global packaging powerhouse in Q2'22 fueled by higher prices 

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Keurig lady coffeemakerKeurig coffee hot.
Prices hike profits

Dr. Pepper brands' sparkle
with 7Up and Polar Seltzers


Keurig Dr. Pepper
,
 the $13Bn coffee giant confirmed strong progress with its house of beverage brands in Q2'22. Meanwhile, core coffee demand improved in 'WFH' & business markets. Dr.Pepper beverage brands growth sparkled notably the Polar  seltzer category 

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Screen Shot 2022 07 28 at 2.56.23 PMStanley stalled; on
high price support

Major acquisitions in tools
& outdoor boost revenues


Stanley Black & Decker
, the $16Bn tools, storage & OP maker's sales volume declined, offset by price increases and acquisitions in Q1'22. New ceo Donald Allan commented on weaker demand and details of the tools and outdoor products company buys. 

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Screen Shot 2022 04 27 at 7.12.37 PMVista's SMB sales

price hike boosted

Celtics sponsorship raises
high consumer awareness


Cimpress 
aka Vistathe leading online provider of professional marketing services to SMB's, reported an inflation fhueled recovery. Of concern, is loss of key managers, coincident with multiple acquisitions may have stretched ceo Robert Keane's competency 

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not yesterday's news tomorrow."

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