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Data Analysis

Commercial Printing Prices Less Than December 2007; Paper and Ink Higher

Commercial Printing Prices Less Than December 2007; Paper and Ink Higher

Published: February 4, 2016

Since December 2007, the CPI is up by +12.6%. How have the PPI for commercial printing, ink, and paper changed? Commercial printing prices are lower, -0.8%. This means that a commercial printing business has to increase its productivity and profitability to reward its owners and employees to make up for the loss of purchasing power they have in their paychecks.

 

Recovery Indicators Show Economic Slowdown Underway

Recovery Indicators Show Economic Slowdown Underway

Published: February 4, 2016

The monthly recovery indicators were uneven again. The NASDAQ fell almost -7% in the last month, and ISM non-manufacturing new orders and imports also declined.

 

4Q-2015 GDP Disappoints at +0.7%; 2015 GDP +1.8%

4Q-2015 GDP Disappoints at +0.7%; 2015 GDP +1.8%

Published: February 1, 2016

Real Gross Domestic Product (RGDP) for the US increased by an annual rate of +0.7% in the fourth quarter of 2015. On a year-to-year basis, RGDP was up +1.8%.

 

Cloud Product Usage in the Printing Industry

Cloud Product Usage in the Printing Industry

Published: January 28, 2016

The chart shows the percentage of US commercial printing establishments of all sizes and their responses to the question about the cloud-based services they use today. The question did not ask them their frequency or intensity of use, just whether or not they use it today. Some of the “non-users” may not even be aware that they are using cloud services, since some services run transparently in the background, such as backup services like Carbonite and others. Others may not be aware that they are using a VOIP phone system. Some cloud services such as Dropbox allow customers to brand their service so it looks like a company file sharing site. Generally, larger printers are using more cloud services than others, but the disparity is narrow.

 

Consolidation is Somewhat Different Than Industry Common Wisdom

Consolidation is Somewhat Different Than Industry Common Wisdom

Published: January 21, 2016

Here are data from our survey at the end of 2015 where we asked respondents to identify the status of their companies in terms of consolidation. Generally, formal consolidations are executed by the largest print businesses, and small businesses close their respective shops and reopen a new business with new partners.

 

NFIB Small Business Index Still Shows Weak Small Business

NFIB Small Business Index Still Shows Weak Small Business

Published: January 14, 2016

The latest survey of NFIB shows their index bouncing along the level of the early 2000s recession low, and down from the high prior to the December 2007 recession. Passing that level on the way up would have indicated a completed recovery of this sector but it just couldn't make it that far and break through. Using this indicator that means that small business did not emerge from the recession yet. Big business and the stock markets dominate the headlines, but small business remains the front line of the economy, and its difficulties are often hidden from view as being un-newsworthy. Its breakout above the bottom of the early 2000s recession took some time, and the recent trend in the chart looks like it's getting ready to fall below that again. It dipped below that level briefly a few months ago and climbed back out. Will it climb out again? It's worth watching.

 

What Share of Shipments is Sold by “Marketing Service Providers”?

What Share of Shipments is Sold by “Marketing Service Providers”?

Published: January 7, 2016

For about a decade, many print businesses have marketed themselves as “marketing services providers” with varying degrees of success. Our recent survey showed less than half of print businesses market themselves in this or a similar manner.

 

Recovery Indicators Look More Like Recession Indicators – Are They?

Recovery Indicators Look More Like Recession Indicators – Are They?

Published: January 6, 2016

Are the recovery indicators becoming recession indicators There's enough negative news of late to be wary about the state of the economy, and a lengthening list of geopolitical issues, for sure.

 

Eighteen Months of Industry Growth, Beating the Economy, Too

Eighteen Months of Industry Growth, Beating the Economy, Too

Published: January 6, 2016

US commercial printing industry shipments are up for 18 consecutive months in current dollars compared to the corresponding month of the prior year.

 

Printing Profits Dive as Large Printers Have Massive Writedowns

Printing Profits Dive as Large Printers Have Massive Writedowns

Published: December 22, 2015

The third quarter of 2015 marked a huge divergence in the performance of the industry, according to the Department of Commerce Quarterly Financial Report. Printers with more than $25 million in assets wrote down assets amounting to nearly -15% of revenues. This sent the quarterly moving total of inflation-adjusted profits before taxes to +$1.46 billion.

 

How the Business Structure of Commercial Printers Changed from 2008 to 2013

How the Business Structure of Commercial Printers Changed from 2008 to 2013

Published: December 17, 2015

The recession started just before 2008 was beginning and the latest data from the County Business Patterns report shows how the business formats of the industry changed by 2013.

 

Recovery Indicators Cause Concern

Recovery Indicators Cause Concern

Published: December 3, 2015

The recovery indicators turned in a mixed performance that warrants some caution, concern but not worry, yet. Some outside economic analysts starting to raise concerns about the economy in 2016. Citibank analysts peg the chances of recession in 2016 at 65%, the first such prognostication of a major investment firm that we have seen.

 

US Commercial Printing Shipments Have a Strong October, +$204 Million

US Commercial Printing Shipments Have a Strong October, +$204 Million

Published: December 3, 2015

For 17 consecutive months the US commercial printing industry has scored increased shipments compared to the same month of the prior year. In current dollars, the Commerce Department reported that shipments were $7.729 billion. That meant that October 2016's shipments were +$204 million compared to 2015, a +2.7% performance. For the year through October, shipments are +3.3% on a current dollar basis.

 

Mobile Plays Big Role in Black Friday

Mobile Plays Big Role in Black Friday

Published: December 3, 2015

The rise of mobile marketing has been long expected, and it looks like Black Friday 2015 is key milestone: mobile was more than half of web site traffic for e-commerce sites. Black Friday “brick-and-mortar” traffic was disappointing, but retailers were aggressively pushing sales online because it reduces the risks of riot-like runs for bargains as stores open. Target Stores had so much online traffic for CyberMonday its servers could not handle the volume. It wasn't the first time that Target misforecast demand for online sales. Some of Black Friday shopping may have been “window shopping” for mobile ordering. IBM, which still has a big business in systems for retailers issued a free download report about what was learned on Black Friday. In that report is the chart we highlight this week. If you sell to retailers or to businesses that sell to retailers, the report is worth reading.

 

Printing's Birth-Death Data Show Improving Industry Health

Printing's Birth-Death Data Show Improving Industry Health

Published: November 19, 2015

Even the usual industry dynamics are dynamic. The latest commercial printing industry birth-death data comparing 2012 to 2011 show a rising birth rate and a declining death rate. The +1608 births and -2262 deaths in 2012 were recent lows, as was the net change of only -654 establishments.

 

USPS EDDM Volume Decline Continues

USPS EDDM Volume Decline Continues

Published: November 13, 2015

What could be an important product for local retailers to make their baby steps into direct mail, keeps declining as the USPS raises prices on the Every Door Direct Mail (EDDM) service.

 

Recovery Indicators Bounce Back

Recovery Indicators Bounce Back

Published: November 9, 2015

The recovery indicators had a better month than last. Five of the six indicators increased and one fell below the level of the start of the recession. New orders for manufacturing and non-manufacturing were impressive in their increases, in stark contrast to government reports about September's durable goods and factory orders.

 

Can We Trust Government Data?

Can We Trust Government Data?

Published: November 5, 2015

A recent academic paper published in the Journal of Economic Perspectives (Volume 29, Number 4, Fall 2015), “Household Surveys in Crisis,” illustrates the problems of government surveys that are used to make multibillion dollar and multiyear decisions of government and business.

 

Third Quarter US Commercial Printing Shipments Have Highest Growth Rate Since 1996

Third Quarter US Commercial Printing Shipments Have Highest Growth Rate Since 1996

Published: November 4, 2015

The US Commerce Department reported that commercial printing industry shipments are up for 16 consecutive months in current dollars compared to the same month of 2014.

 

Third Quarter GDP Not Good, but Better Under the Surface

Third Quarter GDP Not Good, but Better Under the Surface

Published: October 29, 2015

The advance estimate of third quarter 2015 real GDP is +1.5%. We much prefer the year-to-year comparison, and also without the fluctuations of inventories. Those figures, also indicated in the chart, are +2.03% and +2.18% respectively. Net inventories have been running very high, but in the third quarter were $56.8 billion. This figure was cut in half from Q2, and is close to the 2010 to 2014 average.

 

Recession Coming? Third Quarter GDP Looks Weaker than Experts Forecasted

Recession Coming? Third Quarter GDP Looks Weaker than Experts Forecasted

Published: October 22, 2015

The latest estimate (October 20) by the Atlanta Fed's GDPNow model indicates that third quarter GDP will be +0.9%. That is, until the next data for their model comes in.

 

Pew Internet Survey Shows Social Media Use Up, Way Up, in Last Ten Years

Pew Internet Survey Shows Social Media Use Up, Way Up, in Last Ten Years

Published: October 15, 2015

The Pew Internet Survey has released their latest survey (free download) of social media use and the long term trends are striking. The organization started tracking use in 2005 when social media use was by just 7% of the US population. Now, 65% of adults use social networking sites. Our chart shows the increases by age group.

Ninety percent of those between 18 and 29 use social media, which is not a surprise. Those social media users who are 65+ has more than tripled from 11% in 2010 to 35% in 2015. The report includes data about social media use by various demographics including income, race, gender, community, and education.

 

Commercial Printing Shipments in Uptrend: 15 Consecutive Months of Growth, Best Growth Rate Since 1996

Commercial Printing Shipments in Uptrend: 15 Consecutive Months of Growth, Best Growth Rate Since 1996

Published: October 14, 2015

US commercial printing industry shipments are up for 15 consecutive months compared to the same month of the prior year.

 

Changes in Commercial Printing Employment by State

Changes in Commercial Printing Employment by State

Published: October 8, 2015

The chart shows the changes in the average number of employees per establishment in the US and large printing states. The average size of printing businesses in an area offers clues to the kinds of printing produced there and the history of the industry in that area.

 

Debt as a Percentage of GDP

Debt as a Percentage of GDP

Published: October 2, 2015

Many people confuse debt and deficit when they see it as part of the Federal government's annual budget. Deficit is the annual shortfall between a government's spending and its revenues. Debt is the accumulation of all of the deficits and surpluses of the prior years in that government's history.

 

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