The Proficiency
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
Amazon: Ultimate
"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?
Depot's charade
ODP Corp aka Office Depot has decided to delay previously announced plans to split into two public companies to "mull over sale offers for its retail division", sending its shares up 10%. This bigbox game of charades is a joke; a disintegrating mess run by a bunch of self serving simpletons...
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not yesterday's news tomorrow."
