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BranVoy's ploy v
Imperial March?
The HyPac roll up race
reaching critical crunch
VC Advent's Imperial Dade last week announced acquisition #74 in its $6Bn acquisition spree of HyPac resellers. Meanwhile, VC Kelso's BradyIFS in Aug acquired FEMSA's Envoy to create a $3.5Bn conglomerate. Will new #BranVoy resume the roll-up race or choose to consolidate, integrate and rebrand? Moreover, when will Imperial announce its next stage of distribution and systems integration? Later today
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Top Tissuemakers'
green fibre failure
Leaders P&G, GPac & KC
not sourcing responsibly
Major toilet tissue paper makers are failing on sustainable fiber sourcing, Natural Resources Defense Council (NRDC) says. The environmental organization handed out 29 “F” scores to brands that draw most or all of their materials from forests.Who were highest rated? We report....
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Imperial cleans up
another Ohio dealer
Acq #74, 16th in 2023
reignites roll up race
VC Advent owned Imperial Dade confirmed acquisition #74 in its roll-up of regional HyPak (aka hygiene, foodservice & packaging) suppliers in US-Canada. Will this latest second play in Ohio reignite the takeover stakes with newly VC empowered duo '#BrandVoy' Full details, analysis and comment here...
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Cussons chief's bath
claim doesn't wash
Nonsense explanation for
weak personal care sales
"Britons are swapping baths for showers to reduce water and energy bills" ran The Times article headline last week reviewing personal care products giant PZ Cussons latest results. Where have they been for the last 30 years where showers have been the common daily routine for the majority of UK families regardless of the economy. We challenge ceo Jonathan Myers' comments
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Imperial packs up
another CA dealer
Acq #73, 15th in 2023
accelerates roll up race
VC Advent owned Imperial Dade confirmed acquisition #73 in its roll-up of regional HyPak (aka hygiene, foodservice & packaging) suppliers in US-Canada. Will this latest second play in Quebec accelerate the takeover stakes with newly VC empowered duo '#BrandVoy' Full details, analysis and comment here...
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Cintas' resilient
revenue recovery
Cintas' resilientUniform, Health & Safety
Services growth returns
Cintas the $10Bn uniform services specialist, continued its powerful sales recovery in Q1'24. CEO Todd Schneider plans to accelerate its 'Ready for the Workday' strategic services direction "enabling customers more time to focus on their business, that boosts mutual profitability". Report analysis here
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Metsa: major tissue
making investment
Heightens hygiene supply
market leadership battle
Metsa Group the €7Bn Finnish packaging & tissue maker reported serious declines from Covid inflated highs in Q2'23. CEO Ilkka Hämälä said "This landmark investment will deliver the largest tissue mill in the UK and create 400+ jobs at the East Yorkshire facility
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Unilever unplugs
brands under stress
CEO looking to exit food
hygiene & food classics
Unilever, the $60Bn International house of hygiene, food and personal care brands has revived plans to sell a suite of mature names after an earlier attempt in 2021 failed. New ceo Hein Schumacher seems to be attacking the issue frantically, under shatreholder pressure involving professional advisers to explore sales of classic food, beauty and hygiene brands
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Clorox cleaned out
by cyber attack
Order processing delays
hit stock availability
Clorox Company, the $7Bn in sales, cleaning brands giant, reported a serious cyberattack that has disrupted operating systems since 14Aug.CEO Linda Rendle said it is premature to make a determination on the longer-term impact, including fiscal year outlook. The company will provide an update as to f inancial impact after it has increased visibility.
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Imperial acquires
Canadian dealer
Acq #72, 14th in 2023
accelerates roll up race
VC Advent owned Imperial Dade confirmed acquisition #72 in its roll-up of regional HyPak (aka hygiene, foodservice & packaging) suppliers in US-Canada. Will this latest play in Quebec accelerate the takeover stakes with newly VC empowered duo '#BrandVoy' Full details, analysis and comment here...
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