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  • Screen Shot 2022 12 09 at 2.14.03 PMHealthy Hygiene
    mkt momentum?

    Who's winning mkt share?
    12%+ avge price inflation


    Hygiene is now #1 business supply category alongside technology. Progressive business suppliers: brandmakers, dealers have pivoted into hygiene, safety, foodservice & packaging, WFH-tech & wellness services. Proficiency Index Q4'22 analysis is underway with brands' volumes slowing, boosted by double digit price hikes. Updated for IP, Stora, Berry, Grainger, Honeywell, Amazon & Clorox. Next week Newell, Unilever, Sealed Air

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  • Screen Shot 2023 01 27 at 10.26.52 AMThe $100Bn Battle
    in Business Supply
    market. Who wins?

    VCs: Advent; Pvte: CNG;
    Public: FEMSA; or AMZN?


    The Broadline Business Supply market is hot with growth activity as the #OPocalypse occurs. The new '$100Bn Battle' no longer includes dinosaur bigboxes Staples & Depot. It involves real 'venture' capitalists eg. Advent; public giants e.g. FEMSA & Grainger; and encouragingly major private forces e.g. CNG, Lyreco, WBMason & Raja. Who wins v Amazon? We analyse and compare leaders' growth plans. Complete

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  • Vow bleadingWill EVO live long &
    amplify VOW offer?

    Can hurt half source hybrid
    'holesaler fulfil biz supply?


    EVO Group just held a joint show for customers. Headlined EVOLive & VOW Amplify and supported by 80+ vendors, it attracted hundreds of visitors to Leeds United FC stadium. The BIG question: Does 'EVO know how to grow VOW' into a broadline business supply wholesaler in support of progressive dealers' 'lower cost to serve' goal? The dealers' jury is still out. We report... Updated

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  • Screen Shot 2023 01 20 at 10.56.16 AMWill CNG broaden
    biz supply range?

    Will narrowline SPR acq'n
    open one source strategy?


    Central National Gottesman (CNG),
    the $9Bn privately owned (Wallach family, Andrew and Kenneth, pic left) paper and packaging distributor acquired US#2 OP wholesaler SPR on 11Jan. The big question, apart from distribution system synergies: will it adopt a broadline business supply wholesale strategy, absent this century; and open up opportunities for single source supply 'stockless' dealers? We discuss...Complete

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  • OPocalypse now Mar17OP <10% demand;
    60% channel sales

    UK wh/salers/dealers 7yrs
    back v US biz supply mkt


    Proficiency Index
     has 
    completed its MEGATRENDS review of the business supply market in 2022. In both US & UK trad paper related office supplies fell below 10% of business demand. Yet, the latest survey of OP dealers show average sales mix was still >60%. Moreover, it confirmed US channel leaders were c7yrs+ ahead of UK in range breadth i.e. low hygiene, foodservice and packaging. We analyse market trends and advise ... Complete

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Subrahamian Raj FDX 22Failing  F e d E x
forfeits sameday

Typical cost cutting move
in anti-customer strategy


FedEx
plans to end SameDay City service. The carrier is ditching what it extravagantly dubbed “the fastest shipping option” in metro areas as it cuts costs in the face of declining demand. No surprise, given ceo Ravi Subrahamian apes founder Fred Smith's anti-customer behaviour. Meanwhile, Amazon and UPS eat their lunch with superior immediate customer service

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Printer problem womanPrinter study gives
wrong impression?

Context's European market
report misleads on trends


"Sales through European printer distributors increased in Q4 2022, with both volumes and revenues exceeding expectations, according to CONTEXT, the IT market researcher. Proficiency Index analysed 4 of top 6 Japan printermakers Q4'22 reports; whilst there's been recovery from 2021 lows, these have been inflated by prices and FX. Volumes are still well below 2019. 

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Johnson Fisk SCJ 23SCJ: Doing the
right thing 'cleanly'

Environmental champion
speaks plastic pollution


SC Johnson,
the family owned $12Bn cleaning brands giant, has a long history of responsibility on environment and health effects of the chemicals in products. "We’ve often made changes in product formulation before regulations required, even if it hurt sales". CEO Fisk Johnson explains history and progress...

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AMAZONIFICATION Bezos squashing RESELLER brandsAMZNIFICATION
biz supply flattens  

Services/3Pty sellers strong
US sales steady, Int'l weak


Amazon's 
amazing sales growth decelerated for the 7thQ running in Q4'22, 'normalizing' to 2019 slower growth rates. Investments in tech, marketing and its leading logistics business dragged down profits. The 'Everything Store' is consumers' & business' 'first call' broadline supplier and gained increased market share in product and services sales. Updated 

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Screen Shot 2022 12 09 at 2.14.03 PMHealthy Hygiene
mkt momentum?

Who's winning mkt share?
12%+ avge price inflation


Hygiene is now #1 business supply category alongside technology. Progressive business suppliers: brandmakers, dealers have pivoted into hygiene, safety, foodservice & packaging, WFH-tech & wellness services. Proficiency Index Q4'22 analysis is underway with brands' volumes slowing, boosted by double digit price hikes. Updated for IP, Stora, Berry, Grainger, Honeywell, Amazon & Clorox. Next week Newell, Unilever, Sealed Air

Read more ...

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cook tim apple 22 1

Apple bitten by
iPhone shortages

'Watch', iPad & Services
steady, hurt by $ strength


Apple, 
the ultimate personal productivity tool designer, reported a sales & profits decline in Q1'23 hit by iPhone shortages and a strong US dollar. CEO Tim Cook waspleased about growth in Services now running at $80Bn+ annually. 

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Screen Shot 2023 02 03 at 12.29.01 PMStarbucks steams 
back with Schultz!

US recovered but China hit
by continued Covid hiatus


Starbucks,
 the international personalized coffee services giant inc. business delivery, reported good Q1'23 results with a strong US recovery, but China, hit by the continued Covid lockdown. Legendary interim ceo Howard Schultz described plans to reinvigorate the customer experience, challenge union issues and welcome a new ceo

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Rendle Linda Clorox smileClorox collapse,
saved by prices

Chemicals maker losing
hygiene market share?


Clorox Company, 
the $7Bn in sales, cleaning brands giant, reported declining sales volumes over compensated by high price inflation in Q2'23. Lack lustre ceo Linda Rendle's optimism and market share gain claims were not justified by results. Updated

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Kerins Sean ArrowArrow maintains
IT's sharpness

Enterprise Compute sales
strong inc. high price hikes


Arrow Electronics, 
the $36Bn in sales global provider of IT products, services reported strong sales growth from a tough market in 2019/20 . The new ceo Sean Kerins commented on the growth in global components fueled by higher prices. 

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McPherson DG Grainger shirt 22Grainger gains big 

from high inflation

CEO claims market share
wins in Hygiene & Safety


Grainger, the $15Bn+ in sales, leading international broadline industrial & business supplier reported accelerated sales momentum in Q4'22 "Sales were boosted by higher prices and market share gains in hygiene and safety supplies" claimed ceo DG MacPherson. Updated

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