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14 Aug 26
Updated: 14 Aug 26

Telford Tom Acco 23What game is
Acco playing? 

Will 3rd acquis'n outside
core business add value? 

Acco Brands the ex-OP brand leader, today announced it will acquire Trust, a European provider of computer and gaming accessories. This is the third acquisition outside its core OP activty. So far, its track record has been poor, adding little revenue or market value. Meanwhile, it has failed to grasp new market opportunities inc. hybrid office & AV? Full story analysis here, first

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12 Aug 26
Updated: 13 Aug 26

Screenshot 2026 08 12 at 16.36.50

Will Broken VOW
abandon resellers?

Narrowline. No investment
Poor svc levels. Late acc'nts

EVO Group the management owned OP distributor (inc.VOW Wholesale, Banner, Staples UK, Complete, Exertis) is 4mos late reporting 2025 financials. After 17yrs of decline: core sales halved, tiny profits, poor service levels, little range development; the BIG persistent question is: how long will 'vulture' lenders tolerate poor performance from ceo Andrew Gale's team? Full analysis here, first.. Updated

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13 Aug 26
Updated: 13 Aug 26

Screenshot 2026 08 13 at 17.04.47OptiGroup 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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13 Aug 26
Updated: 17 Aug 26

bianco dino KPT thumb other250 0KP 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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13 Aug 26
Updated: 13 Aug 26

3D Man drowning thumb1503 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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13 Aug 26
Updated: 13 Aug 26

yunquing yuan lenovo redLenovo 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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12 Aug 26
Updated: 12 Aug 26

Screenshot 2026 08 17 at 15.29.37Bechtle 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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12 Aug 26
Updated: 12 Aug 26

McPherson Scott PFGPFG: 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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12 Aug 26
Updated: 12 Aug 26

martin geoff CCLCCL 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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11 Aug 26
Updated: 11 Aug 26

Konieczny Peter AMCORAmcor 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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11 Aug 26
Updated: 14 Aug 26

Beyond Paperclip final coverGo '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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  1. Vestis Q3'26 Financial Review
  2. Aramark Q3'26 Financial Review
  3. Conduent Q2'26 Financial Review
  4. Vulture V o r a c i t y  Staples extraction?

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