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  • Screen Shot 2019 03 19 at 8.29.08 PMFedEx: fearful &
    falling off road

    Price rise disguise decline
    AMZN hit + dire outlook


    FedEx CEO Fred 'Smug' Smith reported flat sales in spite of big price increases, disguising serious decline. He continued his arrogant behaviour towards etailers, falling out with Amazon & undercut by more flexible delivery services inc. Uber...

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  • Screen Shot 2019 09 04 at 3.31.23 PMStaples asset
    strip listed 

    Are Sycamore cutting
    'fat and the muscle'?


    PP Sources have confirmed details of the latest people purge at vulture capitalist Sycamore owned Staples. We publish the comprehensive leavers list and reactions from insiders & partners following the story we broke early this month...

    Read More
  • bezos jeff amzn shadyAMZN fix search
    system to push
    private label

    WSJ expose deception
    despite internal protests


    In a blockbuster investigative report by Wall Street Journal's Dana Mattioli, Amazon is accused of changing search algorithms in order to promote its own more profitable products. Moreover, it overcame dissent from its own engineers and lawyers

    Read More
  • Bezos Amazon atop mountainWhy AMZN boss 
    business supplies

    How etailer amassed 10%+
    market share in just 12yrs


    Amazon accounted for nearly 37% of US online market spend in 2018 according to Internet Retailer estimates. Inspite of Government opposition, FTC inquiries & its own CRaP policies it has taken a 30% share of resellers' potential business supplies spend, almost without anybody noticing. We explan why and how... Later today, sorry

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  • Screen Shot 2019 05 14 at 2.54.55 PMFlex Tech takes
    Cincinnatti MSP

    Major US Managed Tech
    Services providers rollup


    Leading managed tech services provider Flex Technology Group backed by VC Oval Partners, today announced a second acquisition in recent months with a premier office technology provider in Cincinnati, Ohio.

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Screen Shot 2019 03 19 at 8.29.08 PMFedEx: fearful &
falling off road

Price rise disguise decline
AMZN hit + dire outlook


FedEx CEO Fred 'Smug' Smith reported flat sales in spite of big price increases, disguising serious decline. He continued his arrogant behaviour towards etailers, falling out with Amazon & undercut by more flexible delivery services inc. Uber...




Read more ...

Subscribe to read!

Screen Shot 2019 09 04 at 3.31.23 PMStaples asset
strip listed 

Are Sycamore cutting
'fat and the muscle'?


PP Sources have confirmed details of the latest people purge at vulture capitalist Sycamore owned Staples. We publish the comprehensive leavers list and reactions from insiders & partners following the story we broke early this month...




Read more ...

Subscribe to read!

bezos jeff amzn shadyAMZN fix search
system to push
private label

WSJ expose deception
despite internal protests


In a blockbuster investigative report by Wall Street Journal's Dana Mattioli, Amazon is accused of changing search algorithms in order to promote its own more profitable products. Moreover, it overcame dissent from its own engineers and lawyers




Read more ...

Subscribe to read!

Bezos Amazon atop mountainWhy AMZN boss 
business supplies

How etailer amassed 10%+
market share in just 12yrs


Amazon accounted for nearly 37% of US online market spend in 2018 according to Internet Retailer estimates. Inspite of Government opposition, FTC inquiries & its own CRaP policies it has taken a 30% share of resellers' potential business supplies spend, almost without anybody noticing. We explan why and how... Later today, sorry




Read more ...

Subscribe to read!

Screen Shot 2019 05 14 at 2.54.55 PMFlex Tech takes
Cincinnatti MSP

Major US Managed Tech
Services providers rollup


Leading managed tech services provider Flex Technology Group backed by VC Oval Partners, today announced a second acquisition in recent months with a premier office technology provider in Cincinnati, Ohio.




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Screen Shot 2019 09 11 at 10.00.10 AMAmazon under
FTC investigation

Probe focus: unfair trade,
vendor & comp practices


A team of Federal Trade Commission investigators has begun interviewing small businesses that sell products on Amazon to determine whether the e-commerce giant is using its market power to hurt competition. Is this just another 'straw that threatens to break the camel's back' in its business supplies marketplace?




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Screen Shot 2019 09 10 at 4.27.40 PMPacific Office gets
specific in Denver

US #1 Mangd Tech Services
leader boosts sales $450m+

PP Sources indicate that Pacific Office Automation, the fast growing Beaverton (OR) managed technology services provider is in talks to acquire a major Denver based dealer. Consolidation based M&A in the MPS space is accelerating..... Later today




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Screen Shot 2019 09 10 at 3.43.14 PMX e r o x  in HP's
C r o s s h a i r s?

Will strategic partnership
lead to full on acquisition?


Since activist investor Carl 'Chainsaw' Icahn (pic left) took a 10% stake in Xerox in 2015, he has thwarted a Fuji merger and formed a strategic partnership with HP that has effectively crushed leading reman/compatible distributors. Can we now expect HP to cement the relationship with a takeover bid, giving Icahn a huge return? Updated




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DAngelo Joe HDSupplyHD Supply hits
slower growth

FM demand hurt by 
economic slowdown


HD Supply, a leading US industrial distributor today reported much slower Q2'19 financial results, running at a fraction of 2018 growth rates. CEO originally blamed unfavourable weather earlier in the year but growth rates have tapered dramatically since




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Screen Shot 2019 09 09 at 9.00.23 PMShopify buys 3PV
fulfilment service

Multi-channel ecommerce
platform chasing Amazon

 

Shopify the leading multi-channel commerce platform, has reached an agreement to acquire a leading provider of collaborative warehouse fulfillment solutions that some leading bigbox resellers use...




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Latest Frost Bites

Xerox in HP's Crosshairs?

Screen Shot 2019 09 10 at 3.43.14 PMX e r o x  in HP's
C r o s s h a i r s?

Will strategic partnership
lead to full on acquisition?


Since activist investor Carl 'Chainsaw' Icahn (pic left) took a 10% stake in Xerox in 2015, he has thwarted a Fuji merger and formed a strategic partnership with HP that has effectively crushed leading reman/compatible distributors. Can we now expect HP to cement the relationship with a takeover bid, giving Icahn a huge return? Updated

Read More...

Office Depot: Different. Deluded.

dead fish in the water300Depot. Different!?

Deluded. Doomed

Goldman Sachs Conference
confirms deeper divisions


Last week Office Depot presented at the Goldman Sachs Global Retail Conference in NYC. Reports indicate it was at pains to stress its "pivot" from a run-down retailer to a "different" business supplies & services provider. Truth is, its copycat 'Staples 2012' strategy, burdened by the crazy Compucom acquisition, looks like driving deeper disintegration 

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Dealers decision time dilemma

Screen Shot 2019 06 25 at 2.31.10 PMDealers' decision
day dilemma: sell,
merge or invest?

How wholesalers hold key
to biz supply growth plans

 
Back in 1994, the OP wholesalers led the stockless dealer drive that fueled the expansion of single source supplier success. Now with uncertainty surrounding wholesalers' future, its decision time for dealers. We explore the options available for those who are committed to becoming broadline business suppliers. Refreshed & Reviewed 

Read More...

WeWork IPO valuation wavering

Screen Shot 2019 09 08 at 2.15.30 PMWily WeWork
IPO wavering

Doubts escalate over $47Bn
valuation & CEO's credibility

In the real estate world, WeWork drew admiration as it built an empire of co-working spaces for freelancers, start-ups and Fortune 500 companies. However, doubts are rising rapidly about the ethics of CEO founder Adam Neumann, who controls ownership & its ability to make money given the uncertain future of US economy 

Read More...

HP Reorg during Dion Weisler CEO departure

weisler dion HP arm highWeisler waves HP
bye bye. Why?

Declining demand & reorg
raises questions on cause


Last month, HP Inc. reported a second quarter of serious decline, the Spring 2020 departure of its long serving CEO Dion Weisler; and a management reorganisation to champion its channel customers. The reason given for the CEO's departure was an imprecise "family matter".  Word on the street is this might be performance related? 

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Office Depot Cheesy Back to School TV ad

Screen Shot 2019 09 05 at 12.48.48 PMDepot's Cheesy
BTS Commercial

Shakespearian servility take
shows customer arrogance


The Back to School TV ads season has peaked. The best commercial by far we feel is the Target campaign. The worst undoubtedly Office Depot's ridiculous attempt to play a Shakespearian actor serving a school girl with pens. Cheeeeeeesy in the extreme!

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Millennials MCommerce buying survey

lucy bike mobileMillennials make
most mobile buys

Shopping survey states the
obvious trend for all ages


A CouponFollow
survey also finds millennials (under 40yrs) make 36% of their total purchases using mobile devices, up 20% from 2017. Plus, 64% of the millennial online shoppers make half or more or their online purchases from Amazon. We analyse the survey and draw some broader conclusions....

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Amazon's CRaP Strategy exposed

AmazonBezos cash tapheadAmazon's CRaP
strategy exposed

Growth peaks? Lost control
of store? Pvte label bent?
One source, multi-delivery?


Amazon
has disproved the theory that trees don't grow the sky. However, the strategy evolving over the past year indicates a weakening of its rapid growth momentum. The customer centric champion is showing signs of maximising short term profits at consumers' and vendors' expense. We discuss...Updated 

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Remote workers outdo office based workers

collaborative oofice bikeRemote workers
o u t d o  office
based workers?

Cynical studies show lack
of focus hits productivity


Inc.
magazine research reported by Brian de Haaff maintains that remote/home based workers outperform office based workers & even create better teamwork? This flies in the face of a greater need for collaboration, closer communication & cultural team building drives. Updated

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Amazon loses control of its webstore offer

Screen Shot 2019 08 23 at 1.07.48 PMAmazon loses
control of store 

A 'Flea Market' of 000's of
fake, banned & unsafe stuff


Just like web giants e.g. Facebook & Google that have failed to tackle misinformation on their platforms, Amazon has proven unable or unwilling to effectively police 3rd party resellers on its webstore WSJ investigates and we comment on its business supplies offer 

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