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  • Beacham Wayne SPR ABC12Will ODP Federate
    or frustrate Dlers?

    Will angst over wholesalers'
    plans fuel acquisition drive?


    Beleaguered
    Office Depot
    made its 10th dealer acquisition in May, since its Federation drive started in Oct'17. PP sources understand another batch may join in Q3. Given Depot's fragile market capitalisation, what are wholesalers doing to defend a potential dealer exodus? Later today

    Read More
  • vulture staples removerStaples stokes up
    supplier #STRESS

    Combined buying squeeze
    expected to gain $250m

     
    As indicated at Essendant's CORE event in Feb, Staples has combined purchasing power and demanded substantial cost price reductions from vendors. The big question is what savings will be invested in dealer competitiveness and how much pocketed by vulture capitalist owner Sycamore Partners? We discuss... Updated

    Read More
  • Lucy mobile montage v3What Lucy wants
    in business supply

    Mobile webstores, One click,
    human personal service
    Light, more hygienic offices


    Proficiency Index's 15th Annual Businesswomen Buying Survey, primarily users (typically Lucy) with executive power, is more valuable than ever. It provides even greater insight into the latest trends in mobile shopping for business.....Report on Monday

    Read More
  • commodity cliffPapermakers'
    protectionist
    hype persists 

    'High capacity' rhetoric
    unbelievably ridiculous


    The Big 3 US papermakers' cartel behaviour persists. After the Georgia Pacific mill closure saga induced panic buying ahead of a phantom March price increase, distributors stocked to the rafters. Now with demand sliding are the domestic makers propagating near capacity limits to boost another price increase claim? On Monday inc latest papermakers reports

     

    Read More
  • johnsen walt nyse smileA c m e United
    loses sharpness

    Shifts focus to safety
    tools & First-aid kits


    Acme United
    today announced slower sales growth in Q2'19 financial results. Sales of core cutting tools slowed whilst moving successfully into first aid & safety products....

    Read More
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Beacham Wayne SPR ABC12Will ODP Federate
or frustrate Dlers?

Will angst over wholesalers'
plans fuel acquisition drive?


Beleaguered
Office Depot
made its 10th dealer acquisition in May, since its Federation drive started in Oct'17. PP sources understand another batch may join in Q3. Given Depot's fragile market capitalisation, what are wholesalers doing to defend a potential dealer exodus? Later today




Read more ...

Subscribe to read!

vulture staples removerStaples stokes up
supplier #STRESS

Combined buying squeeze
expected to gain $250m

 
As indicated at Essendant's CORE event in Feb, Staples has combined purchasing power and demanded substantial cost price reductions from vendors. The big question is what savings will be invested in dealer competitiveness and how much pocketed by vulture capitalist owner Sycamore Partners? We discuss... Updated




Read more ...

Lucy mobile montage v3What Lucy wants
in business supply

Mobile webstores, One click,
human personal service
Light, more hygienic offices


Proficiency Index's 15th Annual Businesswomen Buying Survey, primarily users (typically Lucy) with executive power, is more valuable than ever. It provides even greater insight into the latest trends in mobile shopping for business.....Report on Monday




Read more ...

Subscribe to read!

commodity cliffPapermakers'
protectionist
hype persists 

'High capacity' rhetoric
unbelievably ridiculous


The Big 3 US papermakers' cartel behaviour persists. After the Georgia Pacific mill closure saga induced panic buying ahead of a phantom March price increase, distributors stocked to the rafters. Now with demand sliding are the domestic makers propagating near capacity limits to boost another price increase claim? On Monday inc latest papermakers reports

 




Read more ...

Subscribe to read!

johnsen walt nyse smileA c m e United
loses sharpness

Shifts focus to safety
tools & First-aid kits


Acme United
today announced slower sales growth in Q2'19 financial results. Sales of core cutting tools slowed whilst moving successfully into first aid & safety products....




Read more ...

Subscribe to read!

Screen Shot 2019 07 19 at 10.51.16 AMStoraEnso paper
sales fall off cliff

Top maker transforms into
packaging, board & bioref.


Global #2 papermaker Stora Enso reported weak overall sales & profits in Q2'19.. CEO Karl Sundstrom described transformation 'repurposing' plans to cut paper capacity and investment in renewable packaging materials. Meanwhile paper sales were down double digits....




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nadella satya msoft cloudMighty Microsoft
higher on Cloud

Dynamics biz soaring &
Azure accelerating fast


Microsoft
reported strong results for Q4'19. Since CEO Satya Nadella took over 5yrs ago the reinvention and focus on cloud computing via Azure Cloud & Dynamics business software has produced powerful results




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wayfai conine shah officeWayfair wave bye
bye to ops chiefs?

Ex-McKinsey, Europe COO
steps up to heal weakness

 

Giant $8Bn in sales home & business furnture etailer Wayfair has retired two 10 year tech & operations veterans. Given its growing customer service problems is this a strategic move to address core operations and IT systems?




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donahue paul GenPts presSPRichards slides
back into decline

GPC: NAPA, Motion growth
slows below 2018 rates


Genuine Parts Company (GPC)
parent of NAPA, Motion and SPRichards reported slowing growth rates in Q2'19. CEO Paul Donahue made no comment on the OP business performance at this point. Updated




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groth magnus essity logoEssity maintains
healthy growth

Price rises boost hygiene
group amid new cost cuts


Essity, the hygiene & health group spun out of giant papermaker SCA, rmaintained steady growth progress in Q2'19. Recently it announced an operational management structure that may bode badly for innovation focused on customer collaboration?




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Latest Frost Bites

Will Depot Federate or fragment dealers?

Beacham Wayne SPR ABC12Will ODP Federate
or frustrate Dlers?

Will angst over wholesalers'
plans fuel acquisition drive?


Beleaguered
Office Depot
made its 10th dealer acquisition in May, since its Federation drive started in Oct'17. PP sources understand another batch may join in Q3. Given Depot's fragile market capitalisation, what are wholesalers doing to defend a potential dealer exodus? Later today

Read More...

Staples stokes up supplier #STRESS

vulture staples removerStaples stokes up
supplier #STRESS

Combined buying squeeze
expected to gain $250m

 
As indicated at Essendant's CORE event in Feb, Staples has combined purchasing power and demanded substantial cost price reductions from vendors. The big question is what savings will be invested in dealer competitiveness and how much pocketed by vulture capitalist owner Sycamore Partners? We discuss... Updated

Read More...

Papermakers protectionist propaganda persists

commodity cliffPapermakers'
protectionist
hype persists 

'High capacity' rhetoric
unbelievably ridiculous


The Big 3 US papermakers' cartel behaviour persists. After the Georgia Pacific mill closure saga induced panic buying ahead of a phantom March price increase, distributors stocked to the rafters. Now with demand sliding are the domestic makers propagating near capacity limits to boost another price increase claim? On Monday inc latest papermakers reports

 

Read More...

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 fuelled the expansion of single source supplier success. Now with uncertainty surrounding wholesalers' future, its decision making time for dealers. We explore the options available for those who are committed to becoming broadline business suppliers. Updated

Read More...

Logistics leaders lead slowdown

Screen Shot 2019 07 15 at 12.08.02 PMLogistics leaders
lead slowdown 

UPS, FedEx, XPO, JBHunt
CSX deliveries demand flat


Q2'19 results season is upon us with consumer & business supplies' brand CEO's expected to report a further slowdown that started in Q3'18. Leading laggards are the logistics giants including FedEx, JBHunt, XPO, CSX & UPS. We preview the trends....Updated

Read More...

Paperless drive paused by protectionists

paper clogged office'Paperless' paused
by protectionists

Paper group force promo
change from 'Greenwash' 
even w/environment harm

 

Big businesses have removed or changed their messaging since the inception of pro-paper campaign group Two Sides in 2008. Accused of 'greenwash' those promoting a  paperless comms future based on greater speed, efficiency and carbon emission reduction should be regroup and focus on the positives of digital comms. 

Read More...

Is Amazon screwing you on Prime Day?

Screen Shot 2019 07 14 at 1.14.36 PMWill AMZN Prime
Day screw you?

Fast Company say Sale
event is a consumers con 


The ads are incessant for Prime Day, Amazon’s two-day shopping event for members only, July 15 and 16. Perhaps you even caught the live-streamed Taylor Swift concert that kicked off the festivities. Fast Company's Mark Wilson reckons its a con. We discuss his case....

Read More...

Facebook FTC fine a slap on the wrist

zuckerberg mark facebook handFakebook fine a
'slap on the wrist' 

$5B penalty pales comp/w
Google $22B for less crime


The US Federal Trade Commission (FTC) has agreed to a $5bn settlement with Facebook over it's deceitful use of private data. e.g. selling info to Microsoft. 'Fakebook' even violated a firewall & budgeted the penalty precisely. Who's Zucking who?

Read More...

Newell Brands beyond nervous

Screen Shot 2018 09 17 at 7.08.34 PMNewell Brands in
never never land

What's latest w/Sharpie
& Rubbermaid assets?


The collapse of the Newell house of brands post the disastrous $16Bn Jarden acquisition in 2016 continues. The uncertainty hanging over the heads of executives leading valuable assets is palpable. What's next for brands like Rubbermaid, Papermate/Sharpie, Dymo, Elmers? We discuss.... later today

Read More...

SPOT Group 2018 Financial Review

Moulton jon terminatorCan SPOT stop
the bleeding?

Will Vulture Better Capital
terminate or divest the dog


Vulture capitalist Better Capital owner of SPOT, the mongrel mix of Spicers & Officeteam, has reported 2018 financial results. As expected it continued to bleed losses from mismanagement of a dealer group contract and huge paper price increases. Surely, CEO Jon Moulton (pic left) will terminate its tortuous tenure soon?

Read More...

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