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  • Inflation bubble manThe Proficiency

    I n f l a t i o n Index

    +15% average price hikes
    boost profits by +30/40%!


    The Q1'22 reporting season is almost complete. Proficiency Index have analysed results and separated out the price inflation element, from real volume performance. This week Walmart, Home Depot, DCC-Exertis, Bunzl,  Macfarlane & Target all 
    reported boosted profits fueled by high price hikes; 75 companies analysed to date

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  • Personalised emarketingAmazon: Ultimate
    PeRSoNaLiSation?

    Is Everything Store liable
    for everything it supplies?


    "What Amazon doesn't know can hurt you" writes NYTimes Moira Weigel. Amazon has become hugely profitable $800Bn GMV sales organisation that overtook Walmart last year. It largely turns a blind eye to products sold on its platform. How responsible is the 'Everything Store' for everything it supplies?

    Read More
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Screen Shot 2022 05 20 at 1.54.58 PMCCS Media sales
soar past £300m

Academies & flex working
fuel phenomenal growth


UK's leading independent office supplier CCS Media 
will break through the £300m ($375m) this year. Another year of powerful double digit growth. We speak with CEO James Hardy about long term investments in people development and creating an "authenticaaly positive business"

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Inflation bubble manThe Proficiency

I n f l a t i o n Index

+15% average price hikes
boost profits by +30/40%!


The Q1'22 reporting season is almost complete. Proficiency Index have analysed results and separated out the price inflation element, from real volume performance. This week Walmart, Home Depot, DCC-Exertis, Bunzl,  Macfarlane & Target all 
reported boosted profits fueled by high price hikes; 75 companies analysed to date

Read more ...

Subscribe to read!

Tillis Bob Jason imperial 21Imperial bags
50th acquisition 

Rapid ragbag rollup raises
Bain's strategy questions?


VC Bain Capital owned Imperial Dade, continued the rapid roll-up of regional hygiene, food service & packaging suppliers in the US. The latest minor move in Alabama tracks a path pioneered by Bunzl and followed by FEMSA-Envoy and BradyIFS. The persistent question prolongs: will Bain back brand and systems integration; seek a merger with Veritiv, or asset strip and flip?

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Cornell Brian Target 21Target's terrific high

ticket to ride slows 

'Essentials' ordered online,
delivered same-day surge


The $100Bn+ in sales Target, reported strong Q1'22 results from continuing buoyant 'essentials' demand.  CEO Brian Cornell described key success factors as: higher traffic and maintained online ordering in food, bevs & WFH improvement categories from its personalised Shipt same-day delivery!

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Griffin Tim Exertis 21Exertis exerted in
strong tech market

Supply shortage hits hard,
offset by Almo acquisition


International IT distributor Exertis' parent DCC Group released its FY'22 results to 31Mar'22. Chief Tim Griffin reported flat sales in a strong WFH/hybrid working market. He described the serious supply chain shortages impacting results and details of Almo purchase

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Atkinson Peter MacFarlane thumb150 MacFarlane packs
into German market

Q1 organic growth + acqns
drive double digit % gains


UK packaging giant MacFarlane Group reported strong organic growth in Q1'22 plus an important protective packaging purchase in Germany. CEO Peter Atkinson commented on the relentless progress, market prospects and details of its latest acquisition 

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McMillon Doug Walmart 21Walmart's weak
recovery wavers

Ecommerce flat 11%/sales.
International sinks ex-Asda


Former #1 global retailer Walmart reported slower growth in Q1'23. It continued to ape Amazon's initiatives in vain, but benefited from higher ticket prices, CEO Doug McMillon's market share comments appear complacent given its weaker ecommerce activity

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Decker Ted HD 22Home Depot higher

on high price hikes

PRO boosted by traders
return. WFH refits slower


Home Depot 
the $150Bn+ home & small business improvement supplier continued to benefit from the WFH lockdown, but slower activity was over compensated by double digit price hikes including a strong recovery in its PRO business supply activity, especially SMB's. 

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3D boat sinking thumb medium300 03 D  P r i n t i n g
boat still afloat?

3DSystems & Stratasys
flat despite rising prices 


3D printing leaders Stratasys (MakerBot) & 3D Systems recovered from pre Covid norn in Q1'20 but losses continued in Q1'22. The 3D market bubble has truly burst yet management optimism is still rife in spite of reality

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Tillis Bob Jason imperial 21Imperial bags
49th acquisition 

Rapid ragbag rollup raises
Bain's strategy questions?


VC Bain Capital owned Imperial Dade, continued the rapid roll-up of regional hygiene, food service & packaging suppliers in the US. The latest move in Indiana stretches nationally along a similar path pioneered by Bunzl and followed by FEMSA-Envoy and BradyIFS. The persistent question remains: will Bain back brand and systems integration; seek a merger with Veritiv, or asset strip and flip?

Read more ...

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