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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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Conduent ship sinks
deeper and deeper
Complacent CEO positive but
selloff proves serious decline
Conduent (ex-Affiliated Computer Services), now 10 years split from Xerox, declined double digits again in Q2'26. New CEO Harsha Agadi is under pressure as sales volumes have sunk by -75% from $6Bn since it was launched in 2017. Moreover its suffering serious losses and selling off businesses.. Full story here, first
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Vulture V o r a c i t y
Staples extraction?
Sycamore's Essendant dead.
Staples gone before year end?
We have reported on the OPocalyptic death rattle of Essendant since we broke the story in Sept'25. Vulture capital owner Sycamore has now communicated with all remaining employees and suppliers (we think?). Can we trust a word it says after the inexcusable destruction? Next we reckon sinking Staples will be liquidated or sold before the end of the year? Full inside story here, first
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Sappi sales sink
across all markets
Packaging+paper volumes
decline caused profit plunge
Sappi the $5.4Bn South African based international paper and packaging maker, reported declining prices but steady volumes in Q3'26. Whilst acknowledging the business is under pressure, CEO Steve Binnie's commentary said little about restoring packaging power or developing new paper product categories or markets. Full analysis here, first
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Sinking Sylvamo
saved by hi-prices
New CEO distracts priorities
with hollow consultant speak
Papermaker Sylvamo new CEO John Sims (18yr IP veteran) commented "We’re advancing our lean transformation so improvement becomes employee-driven, systematic and self-sustaining" WOW! Meanwhile, sales volume demand is in freefall decelerating at a faster rate? Full report analysis here, first
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D' E s s e n d a n t:
The E n d is N i g h
Sales sink,costs soar. Who'll
scavenge vulture's carcass?
As Proficiency Post has covered comprehensively since the Sep'25 closure of ex-#1 wholesaler Essendant's OP business, the predicted closure- fire sale of the jansan rump is happening. It was obvious given dodgy economics, high cost-to-serve and terminated trust. That day appears to be nigh as vulture owner Sycamore Partners has just announced? Who'll step up and buy the diminished <$0.5Bn business or will they just close it? Full tragic story here, first...updated
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Arrow Electronics
exceptional growth
IT Components & Compute
impressive. Enterprise strong
Arrow Electronics, the $31Bn global IT products & services provider, reported impressive sales in Q2'26. Interim CEO Bill Austen commented: "we've achieved accelerated growth that spanned industry verticals, improved book-to-bill ratios, and a healthy backlog". Full Report analysis here, first
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Insight improves
in strong IT mkt?
Positive sales demand for
hardware. Services strong
Insight Enterprise reported its strongest organic sales for years in Q2'26. The group lstarted to chase leading IT resellers e.g. CDW, Computacenter, Softcat & TDSynnex all of whom reported strong growth in US & Europe. New CEO Jack Azagury commented "we delivered broad-based growth with strength in cloud, infrastructure, and AI services". Full report analysis here, first...
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Keurig coffee cold.
Demand cooling...
CEO's complacent comment
Peet's progress. Legacy lags
Keurig Dr.Pepper, the $30Bn refreshments and coffee giant reported beverage brands growth in Q2'26. However, coffee demand weakened in WFH & business markets. CEO Tim Cofer commented complacently "our combined coffee platform delivered solid performance, with healthy JDE Peet's results balanced against U.S. Coffee pressures"? Full Analysis here, first....
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US Foods steady
growth maintained
Ambitious CEO still chasing
market share v #1 Sysco?
Foodservice market #3 $40Bn+ in sales US Foods reported slower volume growth, ceo Dave Flitman commented “Our team delivered another strong quarter, highlighted by accelerating volume growth". We don't think so v Sysco's stronger results Full results analysis here, first
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