A v n e t's  advance
accelerates rapidly

CEO reports powerful growth

across all regions & markets

Avnet the slimmed down $28Bn in sales, leader in electronics distribution & services made better progress in Q4'26 with Farnell its UK arm strongly ahead. Minimaist CEO Phil Gallagher commented "Momentum continues to build across all markets and customer segments" Full analysis here, first....

4Imprint "resilient"?
Ad specialties soft

Losing share in fragmented
corp promo merch market?

4Imprint a $1.4Bn leader in the US/UKI ad specialty-business gifts market reported soft demand in its YTD'25 trading update. CEO Kevin Lyons-Tarr stated "The level of existing orders remained flat, while orders from new customers dropped". Full Analysis here, first

C D W: Computer
Demand Waves Up!

Public, SMB, UK/CA markets
'Refreshed' stronger growth

CDW the leading $25Bn in sales, international provider of IT solutions to business, govt, education and healthcare, sales growth accelerated in Q2'26. CEO Chris Leahy commented "customers advanced investments in infrastructure modernization, cloud, and AI-enabled technologies" Full Report analysis here, first..

Unstoppable Uber 
drives $200B+ revs

'Eats' delivery 47% gross
revenues. Very profitable!

 Uber the hugely popular international taxi & delivery service continued its impressive growth in Q2'26 taking annual gross revenues over $200Bn.CEO Dara Khosrowshahi said “Uber’s platform advantage continues to compound: record consumers and engagement, and profitable growth” Full results analysis here, first 

Shopify OneSource
growth accelerates!

Entrepreneurs' top MobComm
platform drives higher growth

Shopify the specialist MCommerce platform for business supply entrepreneurs grew rapidly again in Q2'26. Its unified platform empowers entrepreneurs to grow. “We power every kind of business, and with AI, we’re expanding what’s possible for all of them. No one else comes close.”" claimed president Harley Finkelstein Full analysis here, first 

Cencora healthy
progress  s l o w s

Enhanced specialty position
through RCA acquisition

Cencora the $300Bn distributor of branded pharmaceutical and animal health products reported steady growth in Q3'26. CEO Bob Mauch "Our investments in specialty, digital transformation and talent are strengthening our ability to support customers across the healthcare ecosystem”. Full analysis here, first 

I r o n Mountain 
peaking on price?

Gaining strong momentum
in data centre, ALM &digital 

Iron Mountain ex-leader in document storage services reported strong Q2'26 results. CEO Bill Meaney CEO commented  "Our ongoing success continues to be driven by the collective strength in our physical records storage and growth businesses" Report analysis here, first...

P&G makes late
supplements play

Follows Nestle and Unilever
into Life Sciences market

 Hygiene and personal care giant Procter & Gamble (P&G)  is acquiring supplements maker from a private equity firm backed by LVMH as it deepens its push into health and ​wellness to capitalize on growing demand for self-care products. The new CEO Shailesh Jejurikar first announced the deal in an interview with CNBC earlier ​today. Full story here, first...

Sysco: Foodservice
market share gains

Can US #3 USFoods match
market share growth v leader?

Foodservice supply leaders to restaurants & business #1 $85Bn in sales Sysco reported slower volume growth. CEO Kevin Hourican said "We delivered strong results including positive case growth across our local, national, and international businesses" US Foods report comparison on 6 July. .Full results analysis here, first

Grainger maintains
growth momentum 

Increases market share 
with higher volume & prices

Grainger the $20Bn+ in sales, leading US  broadline industrial & business supplier reported accelerating sales momentum in Q2'26. "We are increasing our outlook to reflect strong performance and momentum we are seeing across the market" commented ceo DG MacPherson. Full analysis here, first