2015 Dec pp banner1200 2 mob
2016 Jan pp banner1200
  • hybrid office zoom mtg 22Furniture mkt on
    high hybrid alert!

    Corp office recovery softer.
    Strong WFH demand slows

    Furniture Market Review Q4'22-23: Covid crushed the corporate furniture market. Leading makers still report -30% demand declines compared with the 2019 norm. During Covid, WFH suppliers like Amazon, Wayfair, DWR (MillerKnoll) exploded with record revenues, now normalizing. We review leaders disappointing results and the new hybrid work developments accelerating the wellness & ergonomics movement e.g. Fellowes. Updated for Steelcase/MillerKnoll

    Read More
  • Emperor no clothes 23Old OP Emperors

    have no clothes!

    Trad product sellers outed
    by productivity srvcs shift

    There's been much recession talk recently: macro economic headwinds, high inflation, depressing optimism. How much is real given the huge prices boost on lower volumes? Whilst ex-leaders eg. Acco, HP, Newell, 3M & VOW decline despite complacent commentary, progressive players reinvented to meet the 'personalized productivity service' needs of users. We highlight losers and the big winners..Complete

    Read More
  • resilient leaders 23Bouncebackability
    Index Leaderboard

    Q4'22 analysis highlights
    resilient Winners v Losers

    Reports are all in for Business Supply players in Q4'22. Predictably they show inflated profits but weak sales recovery v pre-Covid 'norm' Q4'19. Proficiency Index reports the Leaderboard of makers, wholesalers & dealers' 'Bouncebackability' performance. It covers 100 leading paper & printer makers, hygiene, foodservice and packaging suppliers, OP/furnituremakers and retailers Updated

    Read More
  • Screen Shot 2022 12 09 at 2.14.03 PMHealthy Hygiene
    market normalizes

    Who won/lost market share?
    Price inflation average +12%

    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 almost complete with brand volumes slowing, boosted by double-digit price hikes. Updated for KPTissue, Sappi & Suzano. Diversey delayed to 22Mar

    Read More
  • women marketeers top 9 jul16Top 50 Women
    Marketers 2023

    Leaders in creativity, sales,
    brand growth performance

    Marketing to businesses by brandmakers & resellers was traditionally dominated by men. As we celebrate International Women's Day, Proficiency Index recognises the most successful women leaders. This is 16th edition of 'Top 50 Women in Business Supply', the market's real growth achievers, including new entrants from progressive independent dealers.

    Read More
  • 1
  • 2
  • 3
  • 4
  • 5
Subscribe to read!

Veritiv truck sunset thumb medium300 0Veritiv's volume 
down double digits

Price hikes save print sales.
Advent-Imperial takeover?

the leading US paper & packaging wholesaler, recovered from its terminal tailspin boosted by price inflation. CESal Abbate has driven a new packaging strategy to offset sinking printed paper demand. The 3yr 10X rise in market cap supports ongoing takeover speculation?  Who's interested ...the saga continues?  Updated

Read more ...

Subscribe to read!

Cornell Brian Target 21Target's high ticket
ride normalizing...

'Essentials' ordered online,
delivered same-day strong

Target, the $109Bn+ sales US retailer, reported normalized Q4'22 results from buoyant 'essentials' demand, but margins were hit by mis-matched inventory issues, now resolved. CEO Brian Cornell described strong online ordering in food, bevs & WFH categories from its personalized Shipt same day delivery ...Updated

Read more ...

Subscribe to read!

Yuan Eric Zoom thumb other250 0Zoom's boom in
vidcoms bursts

Microsoft, Google & Cisco
still chasing cloud upstart

Video collaboration specialist Zoom's ceo Eric Yuan, rapid progress sank in Q4'23 as the WFH growth slowed right down causing a massive loss. The BIG question now is how can it reinvent itself, to increase its lead or will Microsoft's TEAMS overtake? Updated

Read more ...

Subscribe to read!

Screen Shot 2023 02 26 at 2.18.29 PMOffice Mkt Legends
reunited in renewal

MegaIndy leaders:Bigeard,
Meehan+Sargent BOS mtg

It's 10yrs since the top OP mega-independent dealer champs Lyreco's Eric Bigeard and WBMason's Leo Meehan met with Staples CEO Ron Sargent in Boston. We reflected on past glories, Covid, digital transformation and looked forward to a 'hybrid office productivity' future..Updated 

Read more ...

Subscribe to read!

Lores Enrique HP 22 arrogantHP's H e a v y

Disqualifying dealers
who defy onerous rules

A well-established UK-based reseller reports that “with immediate effect” it has been blocked from purchasing any HP products. Just the latest example of many over the past 10 years of ceo Enrique Lores' smug arrogance and protectionism, as it hikes prices as volumes plunge to less than half of 2010 levels. 

Read more ...

Subscribe to read!

van zenten frank bunzl 18Bunzl bundles up

Reports double digit sales
growth from price inflation

the $14Bn international business supplies wholesaler reported full year 2022 results. Real organic volume growth was marginal and continued to be boosted by high inflationary prices. CEO Frank van Zanten commented on 12 acquisitions in 2022 + 2 more in Foodservice & PPE this year (approx $60m sales). Updated


Read more ...

Subscribe to read!

Screen Shot 2023 02 24 at 2.48.36 PMHybrid work future
hollows corp space

Entrepreneurs' rise drives
up 'officeless' productivity;
less latency eg. commuting

The contrast in opinions over the 'hybrid work future' & the 'return to work', is stark. New thinking is positive about the huge rise in entrepreneurial productivity. Old thinking believes a return to corporate office control is inevitable. Are corporations underestimating the hollowing out of office space; the time waste and the need to trust workers' motives? Updated

Read more ...

Subscribe to read!

Roman Mike 3M hands3M: CEO Roman
removal rumors?

Earplug & Chemical issues
add to damaging demand

The once mighty 3M shares closed at a 10 year low yesterday, down -25% since Sept'22. Apart from the well chronicled legal cases over defective military earplugs and PFAS chemical issues, the board has forecast declining demand for 2023. Weary large shareholders are calling for a management overhaul, including a change from CEO Mike Roman.

Read more ...

Subscribe to read!

Screen Shot 2023 02 16 at 7.21.45 PMF E M S A's Envoy
expedition to end? 

$2Bn+ US hygiene supply
resellers' rollup Q4 results

the $36Bn Mexican based Oxxo fuel/convenience store chain & CocaCola distributor, that acquired Waxie-NAmerican jansan dealer network in 2020 via its Envoy subsidiary, reported strong Q4'22 results. We analyse results and report on progress of 32 acquisitions to date; which it now shockingly, seems to be calling to a halt, whilst its board considers "strategic alternatives"? Updated inc Analysts Q&A session

Read more ...

Subscribe to read!

redondo navigator 23Navigator's hugely
inflated price hikes

Paper volumes in decline.
Prices +42%. Profits high!

Portugal's Navigator Paper Company, the leading quality brand papermaker, reported highly inflated sales and profits in Q4'22 entirely from huge 40%+ price increases. Tissue volume demand was flat, plus a new acquisition, reported ceoAntonio Redondo. Updated

Read more ...

"Tomorrow's News Today,

not yesterday's news tomorrow."

twitter heart50facebook heart50


Please register to the site before you can sign for a list.
No account yet? Register

ppnew on mobile UK 2018

Member Login