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27 Mar 20

Updated: 28 Mar 20

Beyond OPocalypse to

A Higher Hygiene
& Wellness Market

Pandemic to personal
productivity protection

Before the Coronavirus pandemic tragedy the OP market was collapsing with paper & printer makers running below half 2010 demand levels. The 'Essentials' supply focus is a stark reminder that unless business suppliers' service includes hygiene & safety, refreshments, foodservice, IT & packaging products, the future is bleak. Every cloud has a silver lining.... Weekend

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27 Mar 20

Updated: 27 Mar 20

'Essentials' ease
dealers doom

Hygiene, water, IT, packg
supplies save deliveries

The CV shutdown of all businesses except 'Essentials' supply by national & local government in US & UK would normally close office supply dealers. Those progressive resellers that have embraced broadline business supplies, have continued inc. home delivery, even though it means more, smaller individual drops at higher cost to serve....

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27 Mar 20

Updated: 27 Mar 20

Mask up delivery
service workers!

Support front-line food &
hygiene supply teams

"The coronavirus (CV) pandemic shows the need to overhaul how to treat delivery & frontline customer service teams" writes Business
Insider's Diana Enriquez. Good advice for dealers in business supply to ensure service teams 'mask-up' to reassure customers & get CV tests if they sense the symptoms... Updated

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26 Mar 20

Updated: 26 Mar 20

Xerox doubles 

down on dealers

Roll up race with HP for
MTS regional specialists

Copier giant Xerox maintained the roll up acquisition of managed technology services (MTS) providers in its race with HP and top regional specialists. The big question in US/UK's market is the conflict between the giant's direct sales force and its SMB channel partners. Does Chainsaw Icahn's impersonal, cold consultative management team really care?

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26 Mar 20

Updated: 27 Mar 20

BCap warns on 
Spicers' future

CVirus completes perfect
storm damage to vulture

Vulture Better Capital has issued a ominous warning about its Spicers wholesale & Officeteam businesses amid the Coronavirus pandemic. Given its dire straits before the outbreak we expect owner Jon Moulton to terminate or seek an immediate fire sale 

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25 Mar 20

Updated: 27 Mar 20

Amazon to avail
CV home test kits

Simple finger prick check
welcomed by UK people

A simple Coronavirus home-testing kit could soon be available to order on Amazon in the UK, Members of Parliament have been told. How long before they are rolled out to the hugely needy US population, FDA permitting?

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25 Mar 20

Updated: 25 Mar 20

Mighty MMM 
multiplies masks 

Steps up N95, respirator,

ventilator output (w/Ford)

Mighty 3M, the leading business supplies maker (inc. hygiene, safety, health care equipment + OP) has responded magnificently to the cause of Coronavirus prevention. CEO Mike Roman and team were interviewed by Bloomberg BusinessWeek. We discuss their responsive action

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25 Mar 20

Updated: 25 Mar 20

Hygiene Suppliers
heighten delivery

Leaders: P&G, 3M, Clorox,
KC, Purell, EcoLab respond

The Coronavirus pandemic has hammered consumers & business supply demand with worse to come. Meanwhile, food & beverage, pharmacy & home technology suppliers are booming inc. makers & distributors that responded to the urgent need for greater personal protection & higher hygiene standards.. We review case studies... Updated

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24 Mar 20

Updated: 24 Mar 20

Steelcase slides
down from high

Project furniture demand
decelerates in NAmerica

Steelcase, the $3.7Bn in sales, global leader in collaborative furnishings, reported slower demand trends in the US/Europe in Q4'20 with a declining order book in the US for Q1

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24 Mar 20

Updated: 24 Mar 20

Synnex growth
surge subsides

$23Bn tech giant to split
distribution from services

US based Synnex, a leading IT distributor, that plans to separate into two independent companies, reported flat Q1'20 sales reversing impressive 2019 growth rates

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