The Proficiency
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
Amazon: Ultimate
"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?
Kaluzny skins SPLS
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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