OK good post but where did you get your numbers? I think the other majors are down more than 2 or 3 % of volume so this may be more a factor of price conservation than customer erosion.
However.... Great article in a leading LP gas publication on the state of the industry. Among other things, the majors, while building overall market share from 30% of the industry to 35% overall, have lost much of the acquisition gallons obtained in announced buyouts. Overall though they can consolidate the smaller independents and gain market share, they cannot yet hold the customer by a better value proposition through economies of size and therefore lower cost. We will see if Ferrell's new operating system will accomplish this so far elusive goal.
fgmgr - You wouldn't have an axe to grind by chance? Any reasonable person could look at the source of the numbers and determine there is a timing issue. You forgot to mention the fact that FG numbers are the only ones that changed from the April issue to the May issue. FG has updated numbers more reflective of the warm winter...the others do not. They cover the last 12 months, but not the same 12 months.
Also, the higher average price comment...are you paying the same price at the gas pump as a year ago? DUH!
My take on the highest gross profit per employee (by far!) is a good thing. They seem to be doing more with less. Is that because you are no longer there? Not sure where you got the 80 million gallons down number-rectal extraction perhaps?