2015 Dec pp banner1200 2 mob
2016 Jan pp banner1200
  • resilient leaders 23Bouncebackability
    Index Leaderboard

    Q4'22 analysis highlights
    resilient Winners v Losers

    Reports are all in for Business Supply players in Q4'22. Predictably they show inflated profits but weak sales recovery v pre-Covid 'norm' Q4'19. Proficiency Index reports the Leaderboard of makers, wholesalers & dealers' 'Bouncebackability' performance. It covers 100 leading paper & printer makers, hygiene, foodservice and packaging suppliers, OP/furnituremakers and retailers Updated

    Read More
  • Screen Shot 2022 12 09 at 2.14.03 PMHealthy Hygiene
    market normalizes

    Who won/lost market share?
    Price inflation average +12%

    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 Q4'22 analysis is almost complete with brand volumes slowing, boosted by double-digit price hikes. Updated for KPTissue, Sappi & Suzano. Diversey delayed to 22Mar

    Read More
  • women marketeers top 9 jul16Top 50 Women
    Marketers 2023

    Leaders in creativity, sales,
    brand growth performance

    Marketing to businesses by brandmakers & resellers was traditionally dominated by men. As we celebrate International Women's Day, Proficiency Index recognises the most successful women leaders. This is 16th edition of 'Top 50 Women in Business Supply', the market's real growth achievers, including new entrants from progressive independent dealers.

    Read More
  • Screen Shot 2023 02 26 at 2.18.29 PMOffice Mkt Legends
    reunited in renewal

    MegaIndy leaders:Bigeard,
    Meehan+Sargent BOS mtg

    It's 10yrs since the top OP mega-independent dealer champs Lyreco's Eric Bigeard and WBMason's Leo Meehan met with Staples CEO Ron Sargent in Boston. We reflected on past glories, Covid, digital transformation and looked forward to a 'hybrid office productivity' future..Updated 

    Read More
  • Screen Shot 2023 02 24 at 2.48.36 PMHybrid work future
    hollows corp space

    Entrepreneurs' rise drives
    up 'officeless' productivity;
    less latency eg. commuting

    The contrast in opinions over the 'hybrid work future' & the 'return to work', is stark. New thinking is positive about the huge rise in entrepreneurial productivity. Old thinking believes a return to corporate office control is inevitable. Are corporations underestimating the hollowing out of office space; the time waste and the need to trust workers' motives? Updated

    Read More
  • 1
  • 2
  • 3
  • 4
  • 5
Subscribe to read!

Piourde Mario cascades brand 23Cascades Tissue
& Pkg price hikes

Containerboard capacity
investment in Bear Island

Cascades, the leading Canada based, tissue & packaging boardmaker reported inflation boosted results in Q4'22. CEO Mario Piourde's optimism has been fueled the growing strength of business tissue sales, underscored by buoyant packaging demand especially in foodservice

Read more ...

Subscribe to read!

Atkinson Peter MacFarlane thumb150 MacFarlane packs
up pricing power

Growth boosted by acqns
with more in pipeline

UK packaging giant MacFarlane Group reported strong growth in FY'22 fuelled by inflation plus an important protective packaging acquisitions. CEO Peter Atkinson commented on progress, market prospects and details of its latest acquisition and pipeline...

Read more ...

Subscribe to read!

Screen Shot 2023 02 21 at 10.29.57 AMFEMSA's Envoy:  
'Four Sale' options?

VC/MBO Spinoff? IPO? Sale
eg Grainger? Stick v twist?

the $27Bn Mexican based convenience store & fuel station chain (Oxxo) shocked business supply markets last week, stating it was "exploring strategic alternatives" over it's $2Bn Envoy rollup of US hygiene and packaging resellers. We explore the strategic options available to the conglomerate. We feel this will not play out without major difficulties ahead... Updated 

Read more ...

Subscribe to read!

Screen Shot 2023 02 22 at 1.07.38 PMInstagram: inverted
consumer appeal?

Brands' social media posts
have engagement problem

A new analysis of social media activity by Rival IQ released today across 14 markets found Instagram and Facebook engagement activity has been dropping dramatically. One big positive from the study was the ever-increasing popularity of live short-video content on e.g. Twitter on sports

Read more ...

Subscribe to read!

target shipt delivery ladyTarget bets big
on NxtHr service

Invests $100m on local
rapid delivery network

Target, the $100Bn+ sales US retailer, is investing $100m in a local network of delivery hubs to speed up same day delivery. CEO Brian Cornell is doubling down on online ordering service of essentials in food, bevs & WFH categories to enhance its personalised Shipt delivery service

Read more ...

Subscribe to read!

fellowes John aeramaxFellowes airs Array:
high quality system

New Design & Experience
Center, Fulton Mkt, Chicago

Much admired hygiene & wellness products maker Fellowes Brands has made an exciting start to 2023 with the launch of Array "The most advanced networked air quality system" and the opening of its new 'Design & Experience Center' at Fulton Market, Chicago alongside brand interiors' leaders MillerKnoll, Teknion etc. We talk to ceo John Fellowes about 2023 progress and plans Tomorrow

Read more ...

Subscribe to read!

Screen Shot 2023 02 21 at 12.29.08 PMBrands 'shrinkflate'
packaged prices

Deceptive mkting ignites
consumer battle v Pvt label

From toilet paper to snacks, original brandmakers are exploiting the inflationary environment by increasing prices or sneakily reducing pack sizes/quantities aka 'Shrinkflation'. Mondelez ceo Dirk van Put  admitted as such, in an interview with CNBC this morning. We highlight current examples of this practice in the broader business supply market...

Read more ...

Subscribe to read!

Decker Ted HDPro thumb medium300 0HomeDepot down;

Ave Tkt prices up

PRO boosted by traders
return. WFH refits slower

Home Depot 
the $157Bn+ home & small business improvement reseller reported Q4'22 results. It has benefited from WFH trends, but volumes were down, offset by higher prices. CEO Ted Decker commented on the strong growth of its PRO supply business with SMB/traders. Updated with Q&A analysis

Read more ...

Subscribe to read!

McMillon Doug Walmart 22Walmart walking
back to 'normal'?

Ecom weak at 13%/sales.
Consumers get 'choiceful'

Ex-#1 global retailer Walmart reported steady volume growth but weaker profits in Q4'23. It continued to ape Amazon's initiatives in vain and benefited from higher ticket prices, CEO Doug McMillon's comments appear complacent, given opaque and weaker ecommerce activity. We analyse commentary + analysts Q&A session. Updated

Read more ...

Subscribe to read!

Screen Shot 2023 02 19 at 11.58.24 PMShopify Promise
mimics Amazon 

Finally,  Mcom platform

delivery visibility

the #2 MCommerce platform for business supply entrepreneurs is expanding its 'Shop Promise' program to all eligible U.S. merchants over the next few months, President Harley Finkelstein said on an earnings call last Wednesday

Read more ...

"Tomorrow's News Today,

not yesterday's news tomorrow."

twitter heart50facebook heart50


Please register to the site before you can sign for a list.
No account yet? Register

ppnew on mobile UK 2018

Member Login