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  • Inflation bubble manThe Proficiency

    I n f l a t i o n Index

    +20% average price hikes
    boost profits by +40-50%!


    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

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  • Hygiene clean office 21Healthy Hygiene
    market momentum

    How've leaders fared post
    Covid peak? Q2'22 analysis


    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

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  • Economy normalising 22Normal economic
    times imminent?

    Jobs and demand strong
    Inflation falls. Recession?


    "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...

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  • smith gerry depot deckchair shifter 21Depot's deceitful
    dis-inte-gra-tion

    ODP 'Bizarro' Smith's pure
    BS disguises price inflation


    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!

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  • Screen Shot 2022 07 31 at 1.12.59 PMIf Economy shaky,

    why profits strong?

    Inflation hurts consumers
    but hikes business margins


    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

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turner kevin microsoft fingersMicrosoft the
new co-opetitor 

COO Turner's WPC finale
hypes future; kicks rivals


The contrast is stark. The thoughtful strategic Microsoft CEO Satya Nadella; and the brash Balmer-like COO Kevin Turner (pic left). Why resort to knocking the competition?

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krznich brian intel lrIntel inside the
PC implosion?

Non-PC activities: data
centres & IoT not enough

 

Intel  confirmed Q2'15 results last night. It is finding ways to cope with a weak PC market, but is finding it tough keeping pace with innovation

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groth marcus SCA

SCA surge in
personal care

Tissues sales boosted
by purchase in China


SCA
, the Swedish personal care, tissue & paper making giant reported strong sales and profits for Q2'15. The Tork brand owner made strong headway in the US and China

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dixons carphone jamesDixons delivers
stellar progress

Connected World drive
+ Sprint show promise


Europe's #1 specialist electronics retailer, Dixons Carphone, confirmed expectations reporting terrific results for its year to 2 May'15 . CEO Seb James was in ebullient...

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Amazon prime day 2Amazon Prime
Day top deals

No contest expected v


WMart, Best Buy,Target


The much touted 'Shopping Showdown' started at 3am ET. Early reports indicate an absolute blow-out success, as Amazon Prime's free-trial membership drive, highlights competitors' weaknesses. Updated thru the day

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stern joanna wsjFacebook: fix
unliked faults? 

Joanna Stern's take on
socnetwork complaints


Want to get someone really riled up? Just ask about users about Facebook. Much maligned Twitter is a dream by comparison

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uber user happy lucySharing market
cynics wrong

Freelance & part time
work preferred lifestyle


Reuter's  Bobbi Redell
opines that 'Millennials will outgrow the 'sharing economy'. Forget this mythical generation, sharing is benefitting all ages in the new worklife confluence era.

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Staples BTS mobileMobile to drive
BTS buy binge 

AMZN & Staples geared
to go. Indies a no go?

 
Reports that users expect to spend more in the upcoming back-to-school shopping season is good news for big resellers, especially those with mobile webstores. Bad news for most immobile independent dealers

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costin richard bannerBanner rebrand:
baseless botch?

Brand values shredded
by doodling designers

 

 

Evo Group confirmed recently its direct businesses Supplies Team and Banner Business Services will be known as Banner. Welcome news, but a pity it couldn't maintain its trusted image.

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cyberattacker faceGrainger joins
cyberattacked 

List inc: Target, Staples
Google, Yahoo & HDepot


W.W. Grainger, the $10Bn MRO supplier, 
reported that on June 2 it discovered a cyberattack during which “limited information” on its network was accessed.

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