The Proficiency
The Q2'22 reporting season is reaching a conclusion. Proficiency Index has analysed results to date and separated out the price inflation element from real volume performance. For example, Stora, Grainger, Navigator, IP, UPS, & Veritiv, all reported inflated profits fueled by high price hikes; a total of 80+ companies analysed to date...Updated
Healthy Hygiene
The #Paperless #Officeless #Touchless future is happening bigtime! Now hygiene is the #1 business supply category alongside tech. Progressive business suppliers: brand makers, dealers & MSP's have pivoted to sell customers hygiene, safety, foodservice & packaging, WFH-tech and wellness services.. We analyse Q2'22 reports, inc. this week Veritiv, KP Tissue & Suzano
Normal economic
"How this economic moment rewrites the rules. Jobs aplenty. Sizzling demand. If US headed for recession, it's taking an unusual route, with many markers of a boom" writes NY Times Ben Casselman. We discuss the article as it affects the business supply market...
Depot's deceitful
Beleaguered bigbox ODP Corp (aka-Office Depot-OfficeMax) reported another double-digit organic decline in Q2'22; -22% down on pre Covid 'norm' Q2'19; and down $5Bn since 2017. We analyse ceo Gerry 'Bizarro' Smith's deceptive report; the hollow and vague Varis&Veyer diversions plus his verbose BS commentary and Q&A session attended by the same one analyst again!
If Economy shaky,
Consumers are gloomy, but mostly working; the economy is slowing down to 2019 norms; the Fed wants it to keep slowing; and the recession obsessed Wall Street analysts are convinced the end is nigh. Meanwhile, strong profits are being reported in Q2'22 by Corporate America inc. business supply leaders, with optimistic outlooks for FY'22
Top 12 Business
Modern Distribution Mgmt (MDM) has published its latest annual review of Top Distributors. We list the leaders in MRO/industrial supplies, electronics, jansan and broadline business supplies. The OP bigboxes have slipped down the league as the disruptors take over leadership positions. We comment on the analysis...
The Proficiency
The Q2'22 reporting season is reaching a conclusion. Proficiency Index has analysed results to date and separated out the price inflation element from real volume performance. For example, Stora, Grainger, Navigator, IP, UPS, & Veritiv, all reported inflated profits fueled by high price hikes; a total of 80+ companies analysed to date...Updated
Papermakers price
Most leading OP, Paper, Printer & Packaging makers have reported Q2'22 results. Printer paper and ink usage is down 75%+ since 2008 yet makers are increasing prices between +25-40% as demand dives. The shift to hygiene, food service & packaging supplies is huge. The Covid crash caused users to accelerate the move towards digitization as print diminished. We analyse latest reports this week Veritiv, Acco, Brother, Resolute, Sylvamo, CCL/Avery & KP Tissue
Healthy Hygiene
The #Paperless #Officeless #Touchless future is happening bigtime! Now hygiene is the #1 business supply category alongside tech. Progressive business suppliers: brand makers, dealers & MSP's have pivoted to sell customers hygiene, safety, foodservice & packaging, WFH-tech and wellness services.. We analyse Q2'22 reports, inc. this week Veritiv, KP Tissue & Suzano
Top 30 Women
Marketing to businesses by brandmakers & resellers has been dominated by men. Now the most successful businesses are increasingly inspired by women leaders. Proficiency Index lists the most prominent women marketers in business supply. We include new nominations from independent dealers. We publish the'Top 30 Women in Business Supply'at the half year to date
The Proficiency
The Q1'22 reporting season is complete. Proficiency Index have analysed results and separated out the price inflation element, from real volume performance. HPInc, HPE, ABM, UNFI and Costco were the last companies to report inflated profits fueled by high price hikes; a total of 90 companies analysed
Furniture market
Furniture Market Review Q4'21 - Q1'22: Covid killed the corporate furniture market. Leading makers reported 30%+ demand declines, are still not back to norm. Meanwhile, WFH suppliers like Amazon, Wayfair, DWR (Miller) exploded with record revenues. We review leaders and new developments that accelerated the B2U, worklife confluence & ergonomics movement. Updated for MillerKnoll results
Papermakers mass
Leading OP, Paper, Printer & Packaging makers have completed reporting Q4'21 results. Printer paper usage is down 70%+ since 2008. The shift to hygiene & packaging products is huge. The Covid crash caused users to accelerate the move towards digitisation as print diminished. We analyse results... updated for HP, Mondi, Veritiv, Cascades and KP Tissue
Top Tech VARs
CRN just published its annual review of Top Tech UK resellers aka managed service providers. In addition, invaluable research on end user needs and attitudes towards suppliers. We highlight the business supply leaders and discuss why productivity driven dealers are back in vogue for 2022
Healthy Hygiene
The #Paperless #Officeless #Touchless future is happening bigtime! Hygiene is the #1 business supply category alongside tech. Progressive business suppliers: brandmakers, dealers & MSP's have pivoted to sell users hygiene, safety & packaging, WFH-tech & wellness services.. We analyse Q4'21 results complete inc. Diversey & KPTissue
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