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10 Sep 26
Updated: 10 Sep 26

Screenshot 2026 09 10 at 15.31.14Starbucks elevates
lounge experience 

"Creating a welcoming, warm
more comfortable ambiance"

Starbucks (SBUX) is investing $1Bn to revamp thousands of its North American coffeehouses in a bet to bring customers back. It plans to remodel as “community lounges,” adding seating, leather chairs, rugs, bookshelves, plants and artwork. Full story here, first...

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10 Sep 26
Updated: 10 Sep 26

Tennesen-Fred-Currys-26Curry's new boss
same as old boss?

Baldock's mkt share baloney
maintained by new ceo?

Embattled electronics retailer Currys (ex-Dixons, PC World) continued to confuse with hollow rhetoric in Q1'27 report. "B2B/Services all growing strongly. In the UK&I, we gained share in every category" commented new ceo Fredrick Tennesen. Nonsense? New boss, same as the old boss? Full analysis here, first. 

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9 Sep 26
Updated: 9 Sep 26

Screenshot 2026 09 09 at 16.00.14Advania alters
UK leadership

Ex-CCS Media team out
and new female chief in 

Advania UK has appointed Annette Murphy as CEO, replacing group CEO Hege Støre, who was acting head of the UK business since February. This follows the replacement of James Hardy, the former ceo of acquired CCS Media. Full story here, first...

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8 Sep 26
Updated: 9 Sep 26

Norris Mike CCenter 26Computacenter
scaling strongly

UK tech sales double from
soaring AI fuelled demand 

Computacenter the international IT reseller is expecting to report $14Bn gross revenues 2026, has published is Q2'26 trading update. CEO Mike Norris said  "We're pleased with our execution in NAmerica, achieving consistently strong growth". Full report analysis here, first

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8 Sep 26
Updated: 8 Sep 26

Douglas-Sandy-UNFI-26United N a t u r a l
Foods' slowdown 

Ex-Staples ceo "Natural Foods
strongest growth segment"

United Natural Foods (UNFI) the US#1 broadline foodservice wholesaler continued flat in Q4'26. “We continued strengthening commercial and supply chain capabilities to better serve our partners, said ex-Staples ceo Sandy Douglas.Full analysis here, first 

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22 Jul 26
Updated: 8 Sep 26

Screenshot 2026 04 24 at 18.56.09H y g i e n e  supply
leaders less healthy

Volumes in decline. Prices up!
Who is winning mkt share?

Hygiene, Foodservice & Packaging (HyPac) is the #1 business supply category alongside tech. Progressive business suppliers have pivoted into hygiene and wellness services. Proficiency Index Q2'26 reports analysis to date: CEO's seem complacent, lacking transparency by not splitting lower volumes from higher prices; denying soft consumer demand v WallSt AI Bubble euphoria? Updated full analysis here, first:  Aramark, OptiGroup, Sappi, Smurfit, Rentokil-Initial, Bunzl, Brady and ABM industries. Complete!

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7 Sep 26
Updated: 8 Sep 26

salmirs Scott ABM 26A B M's  C l e a n
progress steadies

Hygiene facility services
lifts in hybrid office work

ABM Industries the $9Bn leading US FM services provider reported continued growth momentum in Q3'26. CEO Scott Salmirs commented "Aviation and Manufacturing & Distribution delivered strong organic growth, boosted by the WGNSTAR acquisition.  Full analysis here, first

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7 Sep 26
Updated: 8 Sep 26

Leahy Chris CDW26C D W Captures
D a t a  integrator

Plan: "accelerate AI adoption
drive strong mission results"

CDW the leading $25Bn in sales, international provider of IT solutions plans to acquire a Databricks partner, to help transform data for customers’ growing use of AI. "Together, we will help organisations turn data into a strategic asset" commented ceo Chis Leahy. Full story here, first

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7 Sep 26
Updated: 9 Sep 26

Versloot-Rob-BIC-26BIC: B a l o n e y
Infused Claptrap?

Plan: "Penetrate, simplify &
adapt locally to fuel growth"

BIC outlined its strategic roadmap to 2030 with an ambition to reignite growth via value creation. 'BIC to the Future' relies on a more focused portfolio across four major categories, stronger market execution and brand investments. CEO Rob Versloot said  "We want to make BIC top of mind across markets". Good luck given stationery's -40% demand demise and lost consumer interest. Full story here, first...

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6 Sep 26
Updated: 9 Sep 26

Screenshot 2026 09 09 at 19.48.56Suzano suffer price
+ volume pressure

Pulp & Paper volumes down.
Higher pulp prices soften hit

Suzano the Brazilian based pulp and paper producer, reported recovering sales volume and huge pulp price increases  CEO Beto Abreu commented on falling demand trends and lower pricing pressures.  Full results analysis here, first...

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5 Sep 26
Updated: 11 Sep 26

TGJones exit 26Modella murders
WHSmith legacy

Vulture to close no-stock.


no service, soulless stores?

Vulture capitalist Modella who killed Staples retail in the UK are at again. Last year it acquired 480 WHSmith stores, renamed them with an anonymous TGJones tag, then closed 150 and starved the rest of stock and servers; then sought vendors credit support, looks like its headed for bankruptcy.. Full story here, first...

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  1. Rentokil Initial Half1'26 Financial Review
  2. Brady Corporation Q4'26 Financial Review
  3. HP Enterprise Q3'26 Financial Review
  4. Eakes expands MTS capability

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