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P&G: Pressure on,
Growth s t a l l s
Volumes down, Prices up
in hygiene & healthcare
Procter & Gamble, the giant $84Bn in sales home & business care brandmaker, reported slower Q2'26 results with volumes down and prices up. New CEO Shailesh Jerjurikar commented "we're excited by the opportunity to create the CPG company of the future"? Full report analysis here, first
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Essity eases down
in hygiene volume
Health & Medical, Consumer
goods, prices/mix decline?
Essity the $15Bn international hygiene & health supplies maker, reported flat sales volume in Q4'25. CEO Ulrika Kolsrud claimed "Intensified marketing yielded higher market shares for more than 65% of our branded sales in the retail trade"? We'll check as rivals report shortly. Full analysis here, first
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MMMonotonous
trends in reverse?
Can it reset growth culture?
Biz/Consumer demand down
3M the once mighty innovation machine's sales volume continued to decline in Q4'25. Demand in transport & electricals. consumer (inc office) was down (exc Safety) buffered by price increases . Complacent CEO Bill Brown claimed "Our accelerated innovation positions us to outperform the market". No evidence yet? Full analysis here, first....
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Acme advances
in meds supply
Cutting tools maker shifts
focus to health care market
Acme United, the cutting tools and safety marketer continued its investment in the medical supplies market with the acquisition of a life saving products provider. Enlightened CEO Walter Johnsen commented "We believe our combined operations will greatly enhance sales". Full analysis here, first...
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Hospeco enhance
hygiene brands
Protection, Productivity, Safety
production the clear mission
Hospeco Brands (ex-Tranzonic) the hygiene and safety products maker/distributor has grown its broader business supply reputation since Bob Kibbe assumed the CEO role in late 2024. The ex-Newell SVP explains the group structure and development plans. Full story here, first...updated
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OptiGp:suboptimal
growth pace in '25?
Swedish reseller's 3acqs boost
revenues as CEO's transition
OptiGroup, the €1.7Bn European FM/HyPac/Meds distributor has not updated financials since a poor 2024. It lost short term ceo Hjalmarsson, but continued with 3 acquisitions. We hope to speak soon with newly appointed Niklas Berntsson to discuss progress and future plans. Full report here, first
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Cintas' second
bite at Unifirst
First $5Bn bid rebuffed in
Jan; no response to date?
As PP reported in Jan, Cintas the $10Bn uniforms specialist, made a takeover offer for $2.5Bn in sales competitor Unifirst that was rejected. "We remain unwavering that the combination would deliver considerable benefits for customers. Accordingly, we have reiterated our compelling $5Bn+ offer" said ceo Todd Schneider Full story here, first
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Cintas accelerates
growth momentum
Uniform, Health & Safety
Services revenues resilient
Cintas the $11Bn workwear and safety services specialist, maintained its powerful sales recovery in Q1'26. We analyse ceo Todd Schneider's plans to accelerate its strategy: "We delivered attractive growth across all our business segments. Full report analysis here, first
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A B M's C l e a n
progress strong
Hygiene facility services
lifts in hybrid office work
ABM Industries the $9Bn leading US facilities management services provider reported continued strong organic growth in Q4'25. CEO Scott Salmirs commented. "Building on our progress we announced an agreement to acquire WGNSTAR today. Full analysis here, first...
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Bunzl baulked by
slowing demand
Acquisition activity slows
US/EU down double digits
Bunzl the $15Bn international business supplies distributor reported disappointingly slow results for Q4'25. Real volume trends were down double digits especially in US/EU markets. CEO Frank van Zanten "We remain strongly focused on performance and are encouraged by new business wins in North America". Full analysis here, first...
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