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  • Screen Shot 2022 01 16 at 4.10.21 PMPackaging power
    propels biz market

    Ecom product care drives
    rapid growth, VCap interest

    The hygiene & packaging market looks alot like the glorious 80/90's days in OP. Consolidation of regional independents in a market with 10%+ growth fuelled by WFH/ecommerce, led by the major players e.g. ULine and venture capital funds. We review, analyse leaders and trends....

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  • staples depot train crashKaluzny skins SPLS
    Smith drains ODP

    Myopic mercenary moves
    maximise selfish interests

    Former bigbox giants Staples & Office Depot ($52Bn sales 2007) have been destroyed by a mix of incompetence and vulture capitalist's greed. Today, aggregate sales are $19Bn sinking at a $2Bnpa rate.  What are the motivations of Sycamore's Stefan Kaluzny and Depot's ceo Gerry 'Bizarro' Smith? We review and comment... 

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  • Screen Shot 2022 01 15 at 5.46.12 PMCan dealers svc

    hybrid workers?

    More lower value webstore
    orders delivered same day

    Corporations are adjusting rapidly to the hybrid work future. Flexible work is here to stay. How will dealers adapt to a new norm where empowered users order business supplies online, in smaller quantities, expecting the immediate home delivery advanced by Amazon? What will they do to upgrade webstores and broaden ranges to minimise the higher cost to serve? We discuss....

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  • Screen Shot 2022 01 14 at 9.40.00 AMDepot's charade
    'split' game over

    Phantom 2nd bidder for
    retail biz to stall Staples?

    ODP Corp aka Office Depot
    has decided to delay previously announced plans to split into two public companies to "mull over sale offers for its retail division", sending its shares up 10%. This bigbox game of charades is a joke; a disintegrating mess run by a bunch of self serving simpletons...

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  • MEGATRENDS 2022sq2022 Business
    Supply Market

    ......less Means More
    P r o d u c t i v i t y 

    Are we heralding in the Roaring 20's? Apple, Amazon, Microsoft, Shopify have M-powered a new entrepreneurial revolution with affordable personal tech & immediate delivery. Covid advanced 2025 trends: #Paperless #Officeless #Touchless #Bigless #Wasteless & #Carbonless. WFH told us to connect with users by providing personalised productivity services + integrated same-day delivery. We guide on how dealers can take charge of their destiny? New Report inc. 2021 Market Review published today!

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Screen Shot 2022 01 21 at 10.49.47 AMSupply Chain
cheers up as
inflation inverts

Falling shipping rates point
end of Covid caused crisis

The Baltic Dry Index is anything but an arid subject for economists trying to second-guess the direction of world trade and commerce. It measure shipping rates that rose to a high in October. Since then the index has fallen sharply indicating that the supply crisis may be over?

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Pesonen jussi upm reflectingUPM workers
strike extended

Fails to agree 'business
specific' deal like rivals

The Finnish Paperworkers’ Union issued an announcement to leading papermaker UPM yesterday stating its 3 week strike will be extended to 19 February unless new agreements are reached beforehand.

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Lores Enrique HP 22 arrogantHP's hypocritical
"imitation" rebuke

“Bad for health/enviro” call
while pushing poison print

An HP Inc. “Not for public posting or use” partner presentation last year has set out why “imitation cartridges are bad” for business, environment and printers? We discuss ceo Enrique Lores team's dodgy exhortations...

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Amazon Bezos Climate PledgeAmazon's hunger
for EV's frustrated

100k electric vans ordered
Delivery schedule difficult

Amazon's chairman Jeff Bezos has huge plans to turn its delivery fleet green consistent with its Climate Pledge to reduce net carbon emissions to zero by 2040. But few of the vehicles are made right now, so what's happening?

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Screen Shot 2021 01 21 at 1.25.22 PMMidwich maintains

momentum in AV

4 acquisitions in video &
CCTV broadens market

International AV distributor Midwich expects to report strong sales recovery from the Covid collapse in its FY2021 Review. Moreover, it continued its acquisition programme with the recent addition of a leading UK CCTV distributor...

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florness don fastenalFastenal steadfast
aided by prices

Jansan vending declined
Fasteners power ahead

Fastenal, the $6Bn in sales, US reseller of MRO & vending supplies, powered ahead in Q4'21 with strong fastener sales and safety supplies in recovery aided by higher prices across the board

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Screen Shot 2022 01 19 at 9.04.07 AMP&G's powerful

hygiene growth

Resurgent brand force in
WFH/business supplies

Procter & Gamble (PG)the leading personal, home & business care brandmaker, continued to report healthy results in Q2'22. Powerful marketing & ad campaigns are winning market share in towels, tissues & detergents eg Charmin, Dawn, Bounty, Tide & Febreze

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HuntJB driverJBHunt high on 

'essentials' drive

Huge demand for Truck
load & contract services

 the $12Bn US transportation giant reported strong demand in Q4'21. Long haul demand recovered strongly enhanced by integrated capacity, higher value truck loads for essential goods

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Screen Shot 2022 01 18 at 1.05.11 PMUnilever under
investor pressure

CEOs long hygiene+green
plan draws 'profit' critics

It's all happening at hygiene giant Unilever. £7Bn was wiped off its market cap today amid worries over a major takeover move for Glaxo’s healthcare division. Meanwhile, an influential shareholder has voiced criticism of ceo Alan Jope for obsessing about sustainability v fundamental profit growth performance. We analyse developments

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Screen Shot 2022 01 18 at 4.29.52 PMBiC inks big D2C
skin creative deal

Expands interest in DIY
personal care & expression

As consumer attitudes shift towards personalisation and creativity, pen and shaver maker BiC is expanding its focus on human expression through the acquisition of an industry leader. BiC aims to be a market leader of the DIY skin creative market...

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not yesterday's news tomorrow."

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