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  • Screen Shot 2019 05 21 at 2.25.45 PMEtailers escape
    from reality...

    Casual customer dating
    does not sustain growth

     
    Five years ago, we reported that the rapid OP etailer expansion was peaking, as a result of Amazon's aggression and the incidence of high customer churn from its disloyal 'casual dating' model. Progressive resellers exercising a deep customer intimacy model have achieved sustained success as etailers escape the market...

     Read More

  • Screen Shot 2019 05 21 at 10.44.17 AMStanley's Smart
    factory project

    New Craftsman tools plant
    opening in Summer 2020


    Stanley Black & Decker    , the $14Bn tools, storage & OP maker plans to open a new Craftsman manufacturing plant in North Texas. This follows the launch of its Manufacturing 4.0 Centre of Excellence centre in Connecticut last month

     Read More

  • Screen Shot 2019 05 21 at 9.51.36 AMExertis Plugs
    bold progress

    International expansion
    drive v top broadliners


    UK Based tech reseller Exertis held its annual 'Plug In' partner event last week, in the illustrious surrounds of Silverstone race track. New group MD Tim Griffin outlined his differentiation plans v international powerhouses Ingram & TechData....

     

     Read More

  • menear craig.HDHome Depot's
    growth sliding

    PRO wholesaler model
    outpaces slow DIY sales


    Home Depot     the $108Bn+ home & business improvement supplier again reported slower growth in direct sales. In contrast its $3Bn PRO (ex Supply Works) wholesale division is gaining strength with business service providers....

     Read More

  • HP death of the printerPrinters plunge
    in Europe Q1'19 

    Context research confirms
    brand leaders sales trends


    Sales of printer hardware through distributors in West Europe (WE) were sharply down by 4.2% in Q1 2019, according to the latest distribution data published by CONTEXT.

     Read More
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Details
21 May 19
Updated: 21 May 19
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Screen Shot 2019 05 21 at 2.25.45 PMEtailers escape
from reality...

Casual customer dating
does not sustain growth

 
Five years ago, we reported that the rapid OP etailer expansion was peaking, as a result of Amazon's aggression and the incidence of high customer churn from its disloyal 'casual dating' model. Progressive resellers exercising a deep customer intimacy model have achieved sustained success as etailers escape the market...


Be the first to comment


Read more ...

Details
21 May 19
Updated: 21 May 19
Subscribe to read!

Screen Shot 2019 05 21 at 10.44.17 AMStanley's Smart
factory project

New Craftsman tools plant
opening in Summer 2020


Stanley Black & Decker, the $14Bn tools, storage & OP maker plans to open a new Craftsman manufacturing plant in North Texas. This follows the launch of its Manufacturing 4.0 Centre of Excellence centre in Connecticut last month


Be the first to comment


Read more ...

Details
21 May 19
Updated: 21 May 19
Subscribe to read!

Screen Shot 2019 05 21 at 9.51.36 AMExertis Plugs
bold progress

International expansion
drive v top broadliners


UK Based tech reseller Exertis held its annual 'Plug In' partner event last week, in the illustrious surrounds of Silverstone race track. New group MD Tim Griffin outlined his differentiation plans v international powerhouses Ingram & TechData....

 


Be the first to comment


Read more ...

Details
21 May 19
Updated: 21 May 19
Subscribe to read!

menear craig.HDHome Depot's
growth sliding

PRO wholesaler model
outpaces slow DIY sales


Home Depot the $108Bn+ home & business improvement supplier again reported slower growth in direct sales. In contrast its $3Bn PRO (ex Supply Works) wholesale division is gaining strength with business service providers....


Be the first to comment


Read more ...

Details
20 May 19
Updated: 20 May 19
Subscribe to read!

HP death of the printerPrinters plunge
in Europe Q1'19 

Context research confirms
brand leaders sales trends


Sales of printer hardware through distributors in West Europe (WE) were sharply down by 4.2% in Q1 2019, according to the latest distribution data published by CONTEXT.


Be the first to comment


Read more ...

Details
20 May 19
Updated: 20 May 19
Subscribe to read!

Bezos godzillaEtailers maul
mall retailers

Death by 1000 cuts
for department stores


Seeking Alpha analyst Wolf Richter reports on the rise and rise of ecommerce at the expense of retail stores especially, the mall locations. We discuss and analyse his findings... Later today


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Details
20 May 19
Updated: 20 May 19
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Screen Shot 2019 05 20 at 9.34.05 AMSoftcat soars on
strong IT sales

Gaining UK market share
w/huge upside potential

 

UK's fast growing #2 IT reseller Softcat, reported tremendous progress in its Q3'19 trading update. CEO Graeme Watt (pic left with Michael Dell) talks about market share gains and the huge upside potential...


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Details
20 May 19
Updated: 21 May 19
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depot brainwash2Depot federates
10th office dealer

Top webstore marketer
joins disintegration drive


Desperate Office Depot continues to add OP dealers to its 'Federation' programme, whilst its core business & the $1Bn toxic Compucom acquisition sinks. Meanwhile, Staples, Essendant & SPRichards compete with capitalisation plans of their own. 


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Details
19 May 19
Updated: 19 May 19
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Screen Shot 2019 02 22 at 9.25.47 AMIs it all clicking
for Wayfair?

Skyrocketing sales. What
about service & profits?


"Wayfair, the #1 US furniture reseller is a newly minted Fortune 500 entrant. It has two visionary founders, 2,300 data geeks, and skyrocketing sales. Now it just needs to turn a profit" writes contributgor Jeffrey O'Brien. We discuss his article plus its growing delivery service issues weighing on the brand


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Details
19 May 19
Updated: 20 May 19
Subscribe to read!

Amazon v walmart sumoAMZN v Walmart
War. Who wins?

US #1 retailer online sales
tiny compared w/Godzilla


Walmart's steady growth trend has attracted praise from financial press. However, its important to get real when comparing progress v #1 Amazon. Godzilla's US sales online are 6X v Walmart from faster webstore experience & delivery service. We compare the key metrics.....Updated


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Details
18 May 19
Updated: 18 May 19
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Screen Shot 2019 05 14 at 8.35.32 AMWill Tariffs trump
PLabel lemmings?

China Trade War threatens
price hikes for bigboxes


The huge hike in tariff rate to 25% proposed on Chinese imports will almost certainly be passed on where possible to consumers. However, will businesses resist particularly on paper-related private label products? Updated

 


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Details
18 May 19
Updated: 18 May 19

Screen Shot 2019 04 24 at 1.18.58 PMJet Boosted
JB  O f f i c e

LA dealer on course
to double sales in '19


We met with Julian De Salay owner of JB Office the Chatsworth (CA) based office supplier at EPIC & Essendant's CORE events. We discussed his successful formula for rapid growth recognised by Inc. magazine and plans for the future in a highly competive market.... Updated


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Details
17 May 19
Updated: 21 May 19
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KP purex ladyKP Tissue on a
roll + price boost

White Cloud brand makes
rapid inroads in US market


KP Tissue (previously known as Kruger), the Canada based leading international brand tissue maker, continued to win share in the US consumer & business supply market with its quality brands drive, boosted by price rises


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Details
17 May 19
Updated: 17 May 19
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Screen Shot 2019 05 17 at 3.27.52 PMAmazon stakes
high in Deliveroo

Targets Uber food delivery
service. Next move to US?


Amazon lead a $575m funding round in the UK-based food delivery company Deliveroo, continuing its diversification into the takeaway market. Will the US be the 15th country of its rapid expansion? 


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Details
16 May 19
Updated: 17 May 19
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Screen Shot 2018 11 14 at 9.17.12 PMWalmart awoken
& aping Amazon

Organic growth steady.
Web sales 7% US sales mix
Nxt day delivery roll-out

The world’s #1 retailer, Walmart (inc. Asda UK) continued its strong 2 years recovery pattern in Q1'20, with above average market growth online, but a tiny & deficient offering compared with Amazon's rapid delivery service...


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Details
16 May 19
Updated: 16 May 19

commodity cliffOP/Papermakers'
plunge persists...

Paperless, printless trend
forces race to reinvent or
ruin for old brand leaders


Most leading OP, Paper & Print makers have now reported a Q1'19 sales slowdown. We analyse the market, comparative performance and any plans for reinvention. Paper demand is plunging, but price hikes disguise the decline, spiralling down 50% since 2008 Updated for today's results 


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More Articles ...

  1. Sequana enters liquidation
  2. The Rise of the Mega MPS dealer
  3. CCL Industries Q1'19 Financial Review
  4. Innovative's Jennifer Smith's Leadership Award
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Latest Frost Bites

Etailers escape from market reality

Screen Shot 2019 05 21 at 2.25.45 PMEtailers escape
from reality...

Casual customer dating
does not sustain growth

 
Five years ago, we reported that the rapid OP etailer expansion was peaking, as a result of Amazon's aggression and the incidence of high customer churn from its disloyal 'casual dating' model. Progressive resellers exercising a deep customer intimacy model have achieved sustained success as etailers escape the market...

Read More...

Etailers maul Mall retailers

Bezos godzillaEtailers maul
mall retailers

Death by 1000 cuts
for department stores


Seeking Alpha analyst Wolf Richter reports on the rise and rise of ecommerce at the expense of retail stores especially, the mall locations. We discuss and analyse his findings... Later today

Read More...

Is it all clicking for Wayfair?

Screen Shot 2019 02 22 at 9.25.47 AMIs it all clicking
for Wayfair?

Skyrocketing sales. What
about service & profits?


"Wayfair, the #1 US furniture reseller is a newly minted Fortune 500 entrant. It has two visionary founders, 2,300 data geeks, and skyrocketing sales. Now it just needs to turn a profit" writes contributgor Jeffrey O'Brien. We discuss his article plus its growing delivery service issues weighing on the brand

Read More...

Amazon v Walmart War - Who's winning?

Amazon v walmart sumoAMZN v Walmart
War. Who wins?

US #1 retailer online sales
tiny compared w/Godzilla


Walmart's steady growth trend has attracted praise from financial press. However, its important to get real when comparing progress v #1 Amazon. Godzilla's US sales online are 6X v Walmart from faster webstore experience & delivery service. We compare the key metrics.....Updated

Read More...

Will tariffs trump private label lemmings?

Screen Shot 2019 05 14 at 8.35.32 AMWill Tariffs trump
PLabel lemmings?

China Trade War threatens
price hikes for bigboxes


The huge hike in tariff rate to 25% proposed on Chinese imports will almost certainly be passed on where possible to consumers. However, will businesses resist particularly on paper-related private label products? Updated

 

Read More...

Disconnected dealers - 2019 Update

disconnected dealer2Disconnected
dealers act now!

Old motive: High GP's;
New: User productivity


Late last century, normal OP dealer motivation was maximising margins and maintaining relationships with stationery buyers. Enter the digital 2000's, Amazon has led the market with personalised service beyond the buyer to Lucy, the typical user chooser, with faster delivery service across a broader business supplies selection. Time to go beyond the buyer! Complete

 

Read More...

Will Bain expand hygiene further or flip?

Screen Shot 2019 05 02 at 6.13.13 PMWill Bain expand
hygiene interests
further or flip? 

Bought & IPO'd HDSupply;
Next: Diversey & Imperial?


VC Bain Capital an original investor in Staples has invested in the FM/Hygiene supply market in recent years. In 2017, it bought a top hygiene brand Diversey from Sealed Air and last week took a majority stake in Eastern US jansan reseller Imperial Dade. What's the plan? We look at the options to invest further or flip? Complete

Read More...

Alibaba to grab Office Depot?

Screen Shot 2019 04 29 at 1.05.04 PMWill A l i b a b a
grab  D e p o t?

China partner to rescue
desperate one cheaply?


Alibaba, the Chinese based global ecommerce marketplace giant, formed a 'collaborative partnership' with Office Depot last month. What is Alibaba's intent given that it has yet to penetrate the US market successfully? Complete

 

Read More...

Fastest delivery speed winner? WMT, TGT or AMZN?

amazon prime deliveryFastest delivery 
speed winner?

Analyst: "WMT & TGT
steps ahead of Amazon"


"Traditional  retailers "Walmart and Target are a step ahead of Amazon in delivery moving to same-day" according to retail equity analyst John Zolidis. Keep up, Amazon have been delivering same day to the world's major cities progressively since 2014.

Read More...

Will Amazon's CRaP strategy crater?

Bezos unhappy stretchedWill AMZN's CRaP
strategy crater?

Do private label ex-China &
split delivery plans bode ill?


Amazon's etail growth rate has slowed dramatically over recent quarters. Meanwhile, it's cutting its 'CRaP' defined products; shifting to imported private label; cutting back on small vendors; and splitting deliveries into multiple drops. We discuss the consequences...Updated

Read More...

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