- Details
H y g i e n e supply
leaders less healthy
Volumes decline. Prices up.
Who is winning mkt share?
Hygiene, Foodservice & Packaging (HyPac) is the #1 business supply category alongside tech. Progressive business brands and resellers have pivoted into hygiene and wellness services. The Proficiency Index Q1'26 reports analysis to date, show volumes declining, with prices up. CEO's seem complacent given soft consumer demand v Wall St AI Bubble euphoria? Updated full analysis here, first:. Unilever, IP Packaging, Clorox, Newell Rubbermaid, Grainger, USFoods, Amcor, Cascades, Stora Enso, Aramark and Navigator
Please read full article by subscribing here
- Details
Aramark advance
a c c e l e r a t e s
Awarded largest new client
win. Achieves Hi-CRM rate
Aramark the $18Bn business services provider in Hospitality & FM sales momentum improved in Q2'26. CEO John Zillmer's commented "We’re very pleased with extraordinary client retention while continuing our momentum with significant new business" Report analysis here, first
Please read full article by subscribing here
- Details
Imperial Brady
Better Together?
Unveiled! The new brand
& logo details at Town Hall
After 10 mos of cogitation, the Brady+/Imperial Dade$10Bn in sales merger details have been confirmed with Jason Tillis appointed CEO. At a Town Hall yesterday it unveiled the new Imperial Brady brand and logo. It will be interesting to learn how it plans to tackle the massive challenge of integration, multi-systems and cultural issues with 160 resellers to sort and impatient VCs to satisfy. Full story here, first...Updated
Please read full article by subscribing here
- Details
McKesson's meds
mkt lead extends
Growth pillars oncology, multi
-specialty &.biopharma svcs
McKesson the $400Bn medical supply distributor reported strong Q4'26 results. CEO Brian Tyler commented "we drove growth in the phamaceutical segment, through increased prescription volumes from retail national account customers, Full analysis here, first
Please read full article by subscribing here
- Details
Cascades tissue up,
packaging down
"Tissue sales short of target"
Favorable price increases
Cascades the $5Bn in sales leading Canada based, tissue & packaging boardmaker reported soft sales growth in Q1'26. CEO Hugues Simon reported "recent geopolitical developments weighed on consumer confidence and spending, resulting in packaging volumes below our original assumptions". Full analysis here, first
Please read full article by subscribing here
- Details
Grainger maintains
growth momentum
Increases market share
with higher volume & prices
Grainger the $18Bn+ in sales, leading US broadline industrial & business supplier reported accelerating sales momentum in Q1'26. "We’re seeing positive signs with the demand environment and increasiing guidance to reflect continued momentum" commented ceo DG MacPherson. Full analysis here, first
Please read full article by subscribing here
- Details
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 Q1'26. CEO Bob Mauch "Our strategic growth priorities, accelerated digital transformation and enabled greater productivity”. Full analysis here, first
Please read full article by subscribing here
- Details
Clorox: clogged!
Volume/prices flat
Complacent chems maker
losing key market share?
Clorox the $7Bn in sales, cleaning brands giant, reported another flat performance in Q3'26. Lack lustre ceo Linda Rendle said "Our results were mixed, with slower-than-anticipated market share recovery"? We feel it is inwardly focused not customer driven reflecting poor results? Full analysis here, first
Please read full article by subscribing here
- Details
Unilever hygiene
sales picked up!
Personal, Home & Biz Care
strong gaining market share
Unilever the $50Bn+ hygiene, food & refreshments giant reported stronger growth in Q1'26. CEO Fernando Fernandez commented "We have started the year well with volume-led growth driven by our Power Brands and a positive performance across all Business Groups". Full analysis here, first
Please read full article by subscribing here
- Details
Ecolab's pricing
powers growth
Winning business from
new growth categories
Ecolab the $16Bn in sales, cleaning & hygiene supplier to the health care & food services market, reported a volume slowdown across main categories; in Q1'26. CEO Chris Beck said "Our performance was driven by strong value pricing, accelerated volume growth and improved productivity," Full analysis here, first
Please read full article by subscribing here