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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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Screen Shot 2020 04 01 at 4.01.30 PMULine freight
charges fraud?

Expensive shipping cost
scams in cahoots w/UPS?


ULine
the giant $8.8Bn packaging supplier has doubled revenues and profits over the past 4yrs. Closer analysis finds that its shipping charges add an average of +25% to customer prices in cooperation with delivery partner UPS. We discussed trading practices with defecting customers, rivals and compare with Amazon 

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Game Changers Top 10Top10 O/Supply  
Legends Review

40yrs of growth leadership
MVPs.Innovators.Winners


News of Viking's iconic leader Irwin Helford's passing sparked Proficiency Post to review of the Top 10 OP industry legends over the past 40 years. We suggest the following personalities have been the most progressive, innovative, disruptive game changers during a golden age that has now transformed into a business supplies market...

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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...

Read more ...

Subscribe to read!

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

Read more ...

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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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Screen Shot 2022 07 21 at 2.07.40 PMFrustration Free
SIOC deliveries

AMZN & shoemakers drive
sustainable packg future


Kengos' Micah Heftman
hadn’t heard the acronym SIOC (ships in own container) when he designed his shoebox. Only when he heard about SIOC did he realize there was a name for his user friendly pack design. Both he and Amazon's 'Frustration Free' packaging drive bode well for sustainability, cost reduction and easier touchpoints...

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vulture capitalist crash graphVulture Capitalists'
clueless ignorance

VC-backed businesses
crash at an alarming rate


"As values crash, it's becoming clear that many VC firms simply got lucky once and have coasted ever since" writes The Telegraph's Matthew Lynn. We discuss and the article and analyse the traumatic experience endured by players in the business supplies industry this century 

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Screen Shot 2022 07 16 at 3.35.25 PMWallSt cries Wolf!
Economists' reality

Big Banks' mixed signals &
press' recession obsession


In their latest financial reports, Wells Fargo showed signs of trouble but Citigroup revealed results that were better than expected. Analysts' and media e.g. CNBC have been recession obsessed since January. How do the more reliable, leading economists view the market? We compare and comment on the US & UK economic outlooks...

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Screen Shot 2022 07 11 at 1.41.07 PMSuburban office
parks sinking fast

Hybrid+Collab urban trend
KO compartmentalization


Today suburban office parks have drawn far less attention than downtown offices threatened by remote work. Many urban offices, with the benefit of prime location, only need new facades and nicer interiors to suit the younger generation. But, office parks already in need of a whole new identity; layer in hybrid work, it could finish them off?

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Screen Shot 2022 07 06 at 12.07.20 PMWallSt's Recession
Obsessed opinion?

Economists see slowdown
lower inflation; normalizing


Wall Street opinion has been obsessed with recession chatter since January, promoted particularly by CNBC. What do leading economists think? NYTimes' Isabella Simonetti and Jason Karaian get their views. The range of their forecasts is wide, from a relatively remote chance of a recession, to mild, to 'uncomfortably high'?

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not yesterday's news tomorrow."

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