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Screen Shot 2022 09 07 at 9.56.12 AMWill Hygiene market
suffer OP tumult?

Rapid rollups raise doubts
on motivations of acquirers


The "It's like déjà vu all over again"
 quote may aptly describe the rapid rollups happening in the hygiene, foodservice & packaging supply market right now. Public company/VC backed players Imperial, Envoy and BradyIFS are acquiring regional dealers monthly. The big question: will the consolidation process mirror the OP bigbox market 30yrs ago and end in tears of disintegration? Later today

"Tomorrow's News Today,

not yesterday's news tomorrow."

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