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  • Inflation bubble manThe Proficiency

    I n f l a t i o n Index

    +15% average price hikes
    boost profits by +30/40%!


    The Q1'22 reporting season is almost complete. Proficiency Index have analysed results and separated out the price inflation element, from real volume performance. This week Walmart, Home Depot, DCC-Exertis, Bunzl,  Macfarlane & Target all 
    reported boosted profits fueled by high price hikes; 75 companies analysed to date

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  • Personalised emarketingAmazon: Ultimate
    PeRSoNaLiSation?

    Is Everything Store liable
    for everything it supplies?


    "What Amazon doesn't know can hurt you" writes NYTimes Moira Weigel. Amazon has become hugely profitable $800Bn GMV sales organisation that overtook Walmart last year. It largely turns a blind eye to products sold on its platform. How responsible is the 'Everything Store' for everything it supplies?

    Read More
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staples depot train crashKaluzny skins SPLS
Smith drains ODP

Myopic mercenary moves
maximise selfish interests


Former bigbox giants Staples & Office Depot ($52Bn sales 2007) have been destroyed by a mix of incompetence and vulture capitalist's greed. Today, aggregate sales are $19Bn sinking at a $2Bnpa rate.  What are the motivations of Sycamore's Stefan Kaluzny and Depot's ceo Gerry 'Bizarro' Smith? We review and comment... 

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