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28 Sep 26
Updated: 28 Sep 26

Tomblin Alan Network 24Network honors
Top Performers

Annual Awards for growth,
in contracts & partnerships

Network Distribution the leading international group of hygiene, foodservice and packaging providers honored members for outstanding achievements during its Annual Meeting in Charleston, SC. CEO Alan Tomblin said "honorees distinguished themselves, we are proud to celebrate their achievements”. Full story here, first...

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23 Sep 26
Updated: 23 Sep 26

schneider Todd cintas 25Cintas maintains
growth momentum

Uniform, Health & Safety
Services revenues resilient

Cintas the $11Bn workwear and safety services specialist, maintained powerful sales growth in Q1'27. We analyse ceo Todd Schneider's plans to accelerate its strategy inc the Unifirst acquisition: "These results demonstrate the strength of our business model and our ability to help customers operate their facilities in a clean, safe and professional manner".Full report analysis here, first

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16 Sep 26
Updated: 18 Sep 26

Tillis Jason ISSA 26Imperial Brady's
Tillis talks straight

ISSA interview on history,
vision,culture+growth plan

ISSA's media chief Jeff Cross just interviewed Imperial Brady's ceo Jason Tillis. We listened in to the history of the growth of Imperial, the merger with Brady last year and Jason's vision, culture, values and goals for the $10Bn in sales and 13,000 employees, organisation. We discuss what was covered and what was not mentioned in a fascinating 'Straight Talk'. Full analysis here, first,....complete

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22 Jul 26
Updated: 8 Sep 26

Screenshot 2026 04 24 at 18.56.09H y g i e n e  supply
leaders less healthy

Volumes in decline. Prices up!
Who is winning mkt share?

Hygiene, Foodservice & Packaging (HyPac) is the #1 business supply category alongside tech. Progressive business suppliers have pivoted into hygiene and wellness services. Proficiency Index Q2'26 reports analysis to date: CEO's seem complacent, lacking transparency by not splitting lower volumes from higher prices; denying soft consumer demand v WallSt AI Bubble euphoria? Updated full analysis here, first:  Aramark, OptiGroup, Sappi, Smurfit, Rentokil-Initial, Bunzl, Brady and ABM industries. Complete!

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7 Sep 26
Updated: 8 Sep 26

salmirs Scott ABM 26A B M's  C l e a n
progress steadies

Hygiene facility services
lifts in hybrid office work

ABM Industries the $9Bn leading US FM services provider reported continued growth momentum in Q3'26. CEO Scott Salmirs commented "Aviation and Manufacturing & Distribution delivered strong organic growth, boosted by the WGNSTAR acquisition.  Full analysis here, first

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4 Sep 26
Updated: 5 Sep 26

Screenshot 2026 09 04 at 16.50.25Rentokil'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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1 Sep 26
Updated: 5 Sep 26

Van zenten frank bunzl 24 thumb medium300 0Bunzl'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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26 Aug 26
Updated: 27 Aug 26

MacPherson DG Grainger 26Grainger 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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20 Aug 26
Updated: 21 Aug 26

Hsu mike KMB 24Can K-C capture
Kenvue benefits?

Slow growth legacy hygiene
biz sparks investor doubts 

Kimberly-Clark, the personal care giant, agreed to acquire Kenvue, the consumer health house of brands (inc. Tylenol, Listerine, Neutrogena) for $49Bn, in Nov'25. This monster deal due for completion in Q4'26, will take revenues to $32Bn+. The cost synergies are obvious, but in a new era of intensifying brand focus eg Reckitt, Unilever can it compete as a broad platform like P&G? Full investor analysis here, first

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20 Aug 26
Updated: 21 Aug 26

Screenshot 2026 08 20 at 18.25.45AMZN accelerates
drone delivery 6X

Expanding to reach 500 US
cities (+UK) by end of 2026

Amazon's amazing sales growth accelerated in Q2'26, with WFH direct & 3Pty sellers business supplies demand maintained strength e.g. tech, hygiene, foodservice, packaging & medical supplies. 'TheEverything Store'  is now expanding its drone delivery program launched in the US in 2022 and in UK in May'26.  Full story here, first ....

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