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Rentokil's Initial
services clean up
Global pest control giant's
ancillary business stronger
Rentokil Initial the $7Bn in sales, international pest control leader revenues normalised in H1'26. Initial, Its hygiene, wellness and workwear division (20% sales) perfomed better in line with competitors like Cintas, Aramark as corporate offices returned slowly" ceo Mike Duffy commented. Full analysis here, first
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Brady building
organic growth
IPS acquisition deal
enhances the ID portfolio
Brady Corp. $1.6Bn in sales, identification & workplace safety specialists, reported strong demand in Q4'26. New ceo Vineet Nargolwala commented “We closed the IPS acquisition enabling a more global industrial tech ompany” Report analysis here, first...
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H P E: H y p e d
Progress finally!
Growth recovers exc.Jupiter
Lost share v Dell/Lenovo
Under activist pressure HP Enterprise's complacent ceo Antonio Neri reported stronger sales volumes in Q3'26, boosted by acquisition Juniper revenues and higher prices. The primary boost came from AgenticAI & servers. Market cap up +100%+ YTD on takeover speculation; but sales down -50%+ since 2016? Report analysis here, first
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Ea
kes expands
MTS capability
Progressive MW dealer's
interiors/tech svcs focus
Eakes Office Solutions the Grand Island, Nebraska based business supplier has made strong progess in recent years, expanding into hygiene and managed technology services. We spoke with CEO Mark Miller in April about its remarkable expansion. Now it has acquired and leading MTS player. Full story here, first....
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Dell demand ignited
by Military contract?
Servers & Networking soar!
Booked $61Bn+ in AI orders
Dell the $160Bn+ tech giant, reported explosive sales growth in Q2'27 fueled by AI empowered servers. Michael Dell commented "in our AI server business we booked a record $61Bn in orders (inc Govt) and exited Q2 with a record $95 billion backlog". Full results analysis here, first
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Bunzl's befuddled
growth strategy?
Tiny acquis'ns activity. Flat
volume lifted by price rises
Bunzl, the $15Bn international business supplies distributor reported disappointing results for H1'26. Real volume trends were flat especially in US/EU markets. CEO Frank van Zanten commented complacently "We delivered a strong performance with growth in all regions led by North America". Really? Full analysis here, first...
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Essendant WARN
Act escape exposed
Vulture Sycamore's crude try
to rob redundant employees
Vulture Voracity exposed again! When Sycamore decided to shutter its Essendant OP wholesale business last summer, Proficiency Post reported its awful non-communications with employees, suppliers and customers. On 3 Aug'26 it confirmed its closure stating it would pay 60 days WARN Act severance to 15Oct for 400 employees. Today, it announced closure 1Sep, plus an illegal 30 days cut decision. The protest starts here, first....updated
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Best Buy: bounce
back b a l k i n g?
CEO became complacent?
Down -30% volume v 2019?
Best Buy the $40Bn+ electronics retailer reported decelerating sales volume in Q2'27 even with strong demand for AI PCs. Exiting CEO Corie Barry said "We drove growth across all major product categories plus strong performance in Ads and Marketplace”. No mention of 3% price increases boosting sales? Full report analysis here, first...
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McFarlane packs
softer sales punch
Declining volume & prices
saved by acqu'ns pipeline
UK packaging giant MacFarlane Group reported a demand slowdown for 2025, including key protective packaging acquisitions. CEO Peter Atkinson commented. "We welcome the early signs of organic revenue growth in our Distribution business" Full analysis here, first
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Staples: Strip and
Search for buyers
Sycamore shop sunk asset
as Gov/Corp sales plunge
Staples the former #1 office supplier was bought by vulture capitalist Sycamore in 2017. Sales then were $18Bn and today we reckon $8Bn and plunging at $1Bn pa. It's clear that the vulture wants out and has been hawking a sale in Wall Street circles. Staples is closing stores and losing huge delivery business. After closing Essendant we would not be surprised if it buries Staples? Full story here, first...Updated
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Grainger is Go!
New RDC + Acqs
Upgrades Inventory control
Grand opening in Portland
Grainger the progressive $20Bn+ in sales, leading US broadline industrial & business supplier reported accelerating sales momentum in Q2'26. Now its investing in new RDC's and inventory control systems. "Integration of Adroit starts immediately" reported ceo DG MacPherson. Full story here, first...
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