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OptiGroup f l a t.
Lost market share
FM provider's 7acqs boost
revenues as CEO's transition
OptiGroup the €1.4Bn European FM/HyPac/Meds distributor has reported long awaited 2025 results New ceo Niklas Berntsson started Jan'26 after 7 acquisitions made during 2025. Meanwhile, organic growth has stalled as management attempts to simpliy the organisation. Full story and analysis here....
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KP Tissue's roll
back slows down
Consumer and Business
mixed market weak results
KPTissue (ex-Kruger) the Canada based international tissuemaker rslowed down in Q2'26. We analyse ceo Dino Bianco's complacent report "Our topline reflected a more challenging comparison against 2025. Overall, we are pleased with our performance" Full analysis here, first...
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3 D P r i n t e r s
drown in losses
Will 3DS/Stratasys survival
depend on urgent merger
3D printing leaders Stratasys and 3D Systems are still struggling as heavy losses continued in Q2'26. The market bubble has burst, yet the ceos are in denial,. Meanwhile, both are divesting to deflect from decline and a merger may still be the only way to survive? Full comp analysis here, first...
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Lenovo lifted high
by innovation drive
"New AI PC personal agent
based on natural intuition"
Lenovo the $110Bn+ PC & AI tech services giant reported tremendous growth in Q1'27 and maintained its lead as #1 global PC maker. "As leaders in PCs and Smart Devices, we are proud of our rapid emergence in AI and Infrastructure – a clear validation of our strategic foresight. Powered by our Hybrid AI strategy," reported ceo Yuanqing Yang. Full analysis here, first
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Bechtle double-digit
growth acq boosted
Optimistic demand outlook
but, losing market share?
Bechtle the German based €6Bn+ in revenues, IT and managed services provider, reported improved H1'26 results. CEO Thomas Olemotz, commented “we are successfully navigating challenging conditions surrounding the memory crisis and the wider economic environment" Full analysis here, first ....
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PFG: P a s s a b l e
Foodservice Growth
Case volumes slowdown
buffered by price increases
Performance Food Group inc.Vistar, the $68Bn US food & beverage services wholesaler reported solid sales growth in Q4'26 in restaurants and biz markets. New ceo Scott McPherson commented “Consistent market share gains across our business units translated into strong revenue growth" We will check market share claims and update. Full analysis here, first
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CCL label sales
steady & mixed
Demand steady CCL/Avery.
Checkp't down. Innovia up
CCL Industries the $8Bn in sales specialist packaging and label maker, achieved slower and mixed results in Q1'26. CEO Geoff Martin commented “Given the geopolitical conditions in the Middle East and the corresponding inflationary pressures, I’m pleased with our performance.. Full report analysis here, first
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Amcor anaemic
bar Berry boost
Combined Volumes down
"One" integration progress
Amcor including acquiredBerry Global, the leading $24Bn protective packaging maker reported inflation boosted sales in Q4'26. CEO Peter Konieczny claimed "We drove broad-based volume growth, while managing cost inflation. Synergy realization came in ahead of plan" No evidence in results yet? Full report analysis here, first
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Go 'Beyond the
Paperclip' ASAP!
Hopeless 'Holesalers missed
biz supply catgy expansion
ProficiencyPost has banged on about the need for business supply category expansion since 2010. Only 40 enterprising resellers in the US/UK moved into hygiene, foodservice and packaging (HyPac) progressively, but with little support from narrowline wholesalers. In 2026, ex-leaders Essendant and Spicers are gone; CNG/SPR are striving, but VOW look lost? Full story here, first...inc. your "Reinvention Roadmap"
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Vestis venture
yet to deliver?
Ex-Aramark uniforms unit
losing market share?
Vestis the uniforms business was spun off from Aramark in Sept'23. New ceo Jim Barber commented on Q3'26 results "We continued to deliver our strategic transformation through disciplined operational and commercial execution” Little evidence yet in the market? Full analysis here, first
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Aramark advance
a c c e l e r a t e s
Awarded largest new client
win. Achieves Hi-CRM rate
Aramark the $20Bn business services provider in Hospitality & FM sales momentum improved in Q2'26. CEO John Zillmer's commented "We continue to build momentum with record levels of new client wins, and the continued expansion of Aramark Nexus." Report analysis here, first
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