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  • haworth steve evo19H o w  N o w
    D o w n  V O W?

    EVO fails to expand range
    to serve Biz Supplies mkt


    VOW, the leading UK OP wholesaler, part of the EVO Group, continued its 10yr long decline in 2021 in spite of acquisitions, the collapse of rival Spicers; and ignorantly missed, broadline business supply expansion opportunities. Moreover, losses continued. What happened to VC owner Endless' much lauded investment in growth initiatives? 

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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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cook tim apple 22 1Apple aces high
w iPhone + Macs

Watch momentum strong
Worldwide growth resilient


Apple, 
the ultimate personal productivity tool designer, reported steady sales & profits in Q4'22 boosted by the heralded IPhone14 series. CEO Tim Cook was delighted about growth in Services now running at $80Bn annually.

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Screen Shot 2022 10 27 at 11.15.31 PMAMZNIFICATION
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 6thQ running in Q3'22, returning to 2019 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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IP packaging aircraft carrier thumb150 IP Packaging price
hikes, hide decline

Steep volume declines
offset by 20%+ inflation


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 Q3'22 fueled by higher prices 

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Koutsaftes George HoneywellHoneywell hit by
slower PPE sales

Sensing tech & productivity
solutions boost revenues


Honeywell International
 the $36Bn the aerospace, building, technology and safety solutions conglomerate reported steady growth in Q3'22. The $8Bn safety and productivity division that serves businesses was hit by the decline in PPE equipment as the effects of Covid subside. We discuss results with SPS chief George Koutsaftes (pic left)

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Jope Alan Unilever 22 thumb150 Unilever unseats,
lack-lustre leader

Hygiene giant's 'lame duck'
hikes prices, hides decline


Unilever, 
the $52Bn+ hygiene, personal care, food & refreshments giant reported inflated sales growth in Q3'22. Departing ceo Alan Jope commented on developments in nutrition and personal care brands, but failed to achieve real growth in a buoyant market

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groth magnus essity logo thumb150 Essity edges back
w high price hikes

Weak WFH brand strength
causes softer bounceback


Essity
, the international hygiene & health supplies maker, reported a stronger recovery in Q3'22. CEO Magnus Groth's growth strategy hype seems hollow after results that show sales volumes only slightly ahead of pre-Covid 'normal' Q3'19, despite many acquisitions

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Lutke toby shopify 21 thumb medium300 0Shopify still strong
with entrepreneurs

Decelerating growth rate.
Heavy growing pain losses 


Shopify, 
the specialist MCom platform for business supply entrepreneurs grew less rapidly in Q3'22 with 1M+ independent partners. It has invested in distribution services but is bleeding cash. Can ceo Tobi Lutke match Amazon's delivery execution with Deliverr

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Dokmecioglu Ozan KDPKeurig coffee cools
Prices hide decline

Dr. Pepper brands' sparkle
with CORE & 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 CORE Hydration and Polar seltzer categories...

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Allan Don Stanley 22Stanley 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 Q3'22. New ceo Donald Allan commented on weaker demand and details of the tools and outdoor products company buys. 

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keane robert vistaprint 30Vista's SMB sales

price hike boosted

Celtics sponsorship raises
high consumer awareness


Cimpress 
aka Vista, the 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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