WhatTheyThink

Data Analysis

Second Quarter U.S. Commercial Printing Shipments Up +2.8%
Second Quarter U.S. Commercial Printing Shipments Up +2.8%

Published: August 3, 2010

June 2010 commercial printing shipments were $7.2 billion, up +2.4% compared to 2009. Adjusting for inflation, shipments were up +1.3%. “This is the first three month gain in shipments on an inflation-adjusted basis since the period of October 2006 through April 2007. Full Analysis

More printers interested in buying than selling books of business customer base
More printers interested in buying than selling books of business customer base

Published: August 2, 2010

Who's buying and who's selling? The print business has been consolidating, and we're certain there is more to go, especially with the popularity of "tuck-ins." Dr. Joe explains why "tuck-ins" are not about what you should do with your shirt, but how it has slowly been creating a more efficient industry. Full Analysis

Change in Commerical Printing Segments 1997-2008
Change in Commerical Printing Segments 1997-2008

Published: July 19, 2010

Dr. Joe discusses how commercial printing segments have changed their share of industry shipments from 1997 through 2008, and why digital printing's share might be even larger than the data indicate. Full Analysis

May U.S. Commercial Printing Shipments Up +3.6%
May U.S. Commercial Printing Shipments Up +3.6%

Published: July 6, 2010

May's shipments were up compared to 2009, and April's were revised significantly upward. This is the first time since early 2008 that the industry produced two consecutive months with shipment increases. For complete details see this month's printing shipments report. Full Analysis

Dr. Joe reviews the latest economic data
Dr. Joe reviews the latest economic data

Published: June 21, 2010

Dr. Joe reviews the latest economic data and explains where we're headed for the third and fourth quarters and why. Full Analysis

April 2010 commercial printing shipments
April 2010 commercial printing shipments

Published: June 7, 2010

April 2010 commercial printing shipments were $7.05 billion, down -1.9% compared to 2009. Adjusting for inflation, shipments were down -4.1%. For the first four months of 2010, shipments were down -4.7% on a current dollar basis. Full Analysis

Commerce Department Revises Printing Shipments Data
Commerce Department Revises Printing Shipments Data

Published: May 17, 2010

The Department of Commerce revised almost 10 years of printing industry shipments data last week. The WhatTheyThink economic data elves dug into the data and explain what those revisions mean, what years were revised up, and which ones were revised down. Full Analysis

Year/Year Changes in Real GDP vs. Real Proprietors Income
Year/Year Changes in Real GDP vs. Real Proprietors Income

Published: May 3, 2010

The first quarter GDP showed that the economy is growing, but that was compared to the fourth quarter. How is GDP changing on a year-to-year comparison? The GDP data are about the whole economy, but how is small business doing? Dr. Joe explains how a rarely reported part of the quarterly GDP data helps us judge the health of small businesses. Full Analysis

Inflation-adjusted and Annualized Publishing and Advertising Revenues
Inflation-adjusted and Annualized Publishing and Advertising Revenues

Published: April 19, 2010

The trends in industry revenues of advertising and publishing sectors each tell an interesting story. They get more interesting once iPhones, Kindles, and iPads are added to the mix. Dr. Joe explains it all, but may have more questions than answers, which might spell opportunities for print businesses. Full Analysis

ISM Manufacturing Index Shows Eight Months of Growth
ISM Manufacturing Index Shows Eight Months of Growth

Published: April 5, 2010

The ISM Manufacturing Index is one of the most watched economic indicators. It's up for 8 consecutive months, and the latest release was one of the strongest of this decade. Dr. Joe gives some background and explains what this latest reading means. Full Analysis

As The Industry Churns
As The Industry Churns

Published: March 15, 2010

The Census Bureau publishes printing industry births and deaths data, but the data take years to be published. The latest data are from 2006, but Dr. Joe estimates what's happened since,especially 2008 and 2009. Full Analysis

Broadband hours and the statistical relationship with printing volumes
Broadband hours and the statistical relationship with printing volumes

Published: February 15, 2010

Broadband use by adults has been increasing and the number of households with broadband service has almost doubled since 2005. What's the relationship with commercial printing volume? Last year, there were about 48 billion hours of broadband use by households, and every additional hour of use decreases commercial print volume by about $2. Full Analysis

Year/Year US Gross Domestic Product
Year/Year US Gross Domestic Product

Published: February 1, 2010

Why was Q4-09 GDP +5.7% met with a stock market decline and more handwringing about the economy? Dr. Joe looks at the yearly change in GDP, and explains it all. Full Analysis

Newspaper Industry Woes Not Being Cured By Online Revenues
Newspaper Industry Woes Not Being Cured By Online Revenues

Published: January 25, 2010

Newspapers were supposed to survive the new media age because of their highly educated, high income audience, and then when that didn't work, their superior content would make news websites into Internet advertising magnets. Now, even online advertising is shrinking for newspapers. What's next? Full Analysis

Commerical Printing and Services Shipments 2003-2015
Commerical Printing and Services Shipments 2003-2015

Published: December 14, 2009

Full Analysis

Number of US Commercial Printing and Print Services Establishments 2003-2015
Number of US Commercial Printing and Print Services Establishments 2003-2015

Published: December 7, 2009

Full Analysis

Change In Number Of Employees For Commerical Printing & Services
Change In Number Of Employees For Commerical Printing & Services

Published: November 30, 2009

Full Analysis

Canada's Printing Industry as a Percentage of GDP
Canada's Printing Industry as a Percentage of GDP

Published: November 16, 2009

Full Analysis

September 2009 Commercial Printing Shipments
September 2009 Commercial Printing Shipments

Published: November 9, 2009

Full Analysis

Use of Social Media Services by Commercial Printers by employee size
Use of Social Media Services by Commercial Printers by employee size

Published: November 2, 2009

Use of Social Media Services by Commercial Printers by employee size Full Analysis

Use of Social Media Services by U.S. Commercial Printers
Use of Social Media Services by U.S. Commercial Printers

Published: October 26, 2009

Full Analysis

Federal Reserve NAICS 323 Capacity Utilization Data
Federal Reserve NAICS 323 Capacity Utilization Data

Published: October 19, 2009

Full Analysis

Newspaper Industry Woes Not Being Cured by Online Revenues
Newspaper Industry Woes Not Being Cured by Online Revenues

Published: October 12, 2009

Full Analysis

Percentage of Printers That Promote Themselves as Marketing Services, Communications Graphics or Media Management Businesses
Percentage of Printers That Promote Themselves as Marketing Services, Communications Graphics or Media Management Businesses

Published: October 5, 2009

Full Analysis

Effects of a 2-percentage point difference in mailing list decay rates
Effects of a 2-percentage point difference in mailing list decay rates

Published: September 28, 2009

Full Analysis

Price Changes in Paper, Commerical Printing, Computers, Cellular, ISPs
Price Changes in Paper, Commerical Printing, Computers, Cellular, ISPs

Published: September 21, 2009

Full Analysis

Public Relations Employees as a Percentage of Total Advertising Agency Employment
Public Relations Employees as a Percentage of Total Advertising Agency Employment

Published: September 14, 2009

Full Analysis

E-Commerce as a Percentage of US Total Retail Sales and Inflation-adjusted US Commercial Printing Shipments
E-Commerce as a Percentage of US Total Retail Sales and Inflation-adjusted US Commercial Printing Shipments

Published: September 7, 2009

Full Analysis

Capital Expenditures as a Percentage of Shipments by Printing Industry Segment
Capital Expenditures as a Percentage of Shipments by Printing Industry Segment

Published: August 31, 2009

Full Analysis

Capital Expenditures by Printing Industry Segment
Capital Expenditures by Printing Industry Segment

Published: August 24, 2009

Full Analysis

Shipments of Secondary Products & Misc. Receipts by Printing Industry
Shipments of Secondary Products & Misc. Receipts by Printing Industry

Published: August 17, 2009

Full Analysis

Change in Number of U.S. Commercial Printing Employees Per Establishment
Change in Number of U.S. Commercial Printing Employees Per Establishment

Published: August 10, 2009

Full Analysis

Change in Number of U.S. Commercial Printing Employees
Change in Number of U.S. Commercial Printing Employees

Published: August 3, 2009

Full Analysis

Change in Number of U.S. Commercial Printing Establishments
Change in Number of U.S. Commercial Printing Establishments

Published: July 27, 2009

Full Analysis

US Commercial Printing Annual Payroll Per Employee
US Commercial Printing Annual Payroll Per Employee

Published: July 20, 2009

Full Analysis

Commerical Printing Shipments, 2002 vs. 2007
Commerical Printing Shipments, 2002 vs. 2007

Published: July 13, 2009

Full Analysis

Net new businesses, 12-month moving average
Net new businesses, 12-month moving average

Published: June 29, 2009

Full Analysis

Change in Newspaper Advertising Revenue
Change in Newspaper Advertising Revenue

Published: June 22, 2009

Full Analysis

Current Dollar/Year Change in Corporate Cash Flow
Current Dollar/Year Change in Corporate Cash Flow

Published: June 15, 2009

Full Analysis

AIGA Designer Confidence Index
AIGA Designer Confidence Index

Published: June 8, 2009

Full Analysis

Change in Real GDP, CPI-adjusted Print Shipments & Paper Shipments
Change in Real GDP, CPI-adjusted Print Shipments & Paper Shipments

Published: June 1, 2009

Full Analysis

Rate of Change in Employment in Content Creation Segments
Rate of Change in Employment in Content Creation Segments

Published: May 25, 2009

Full Analysis

Change in Total Employment, March vs. April 1990-2009, US Commercial Printing
Change in Total Employment, March vs. April 1990-2009, US Commercial Printing

Published: May 18, 2009

Full Analysis

Thousands of Net New Businesses Per Month
Thousands of Net New Businesses Per Month

Published: May 11, 2009

Full Analysis

Change in Real US GDP on a Year/Year Basis
Change in Real US GDP on a Year/Year Basis

Published: May 4, 2009

Full Analysis

Percentage of Printers Increasing Participation in Local Business Events, Trade Shows
Percentage of Printers Increasing Participation in Local Business Events, Trade Shows

Published: April 27, 2009

Full Analysis

Percentage of Printers Using Direct Mail Promotional Campaigns to Promote Business
Percentage of Printers Using Direct Mail Promotional Campaigns to Promote Business

Published: April 20, 2009

Full Analysis

Investment Intentions of Commercial Printers with 10-49 Employees
Investment Intentions of Commercial Printers with 10-49 Employees

Published: April 13, 2009

Full Analysis

Printers Intending to Invest in Web-to-Print
Printers Intending to Invest in Web-to-Print

Published: April 6, 2009

Full Analysis

Percentage of US Commercial Printers Renegotiating Leases, Loans and other Financing
Percentage of US Commercial Printers Renegotiating Leases, Loans and other Financing

Published: March 30, 2009

Full Analysis