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  • stairway to heaven 2017WFH Winners
    expose Losers

    Personalised productivity
    service providers to users
    gain local brand identity

    amazing 40% growth to reach $10Bn in business supplies during the Covid quarter exposed the huge deficiencies in service levels from traditional OP dealers.  Amazon became the default 'first call' supplier for 'Everything WFH supplies'. In spite of its dominance, many responsive progressive dealers pivoted powerfully to the new immediate market standards. We highlight the winners....Updated

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  • Gazelle leaps bigboxLess means more
    P r o d u c t i v i t y

    Wake up to new Touchless
    Paper/Officeless, Spotless
    Wasteless business world

    There's no doubt after 5mos of Covid lockdown & 'WFH' that future trends have been brought forward. Consider the acceleration in technology use by all ages: MCommerce, less commuting, Zoom meetings & conferences; hygiene, safety, health & wellness awareness; protective packaging. Moreover the shift towards a greener more sustainable world. We discuss the trends. Updated

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  • commodity cliffPrint/papermakers
    plunge off a cliff

    OPocalypse: Diminished

    Most leading OP, Paper & Print makers reported severe sales declines in Q2'20. Printer Paper demand is down 60%+ since 2008; another -30% in Q2;the shift to hygiene and packaging is huge. We analyse Q2 results.  Updated today for Domtar

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  • office depot sinking ship350 2Deceitful Depot
    deeper and down

    New 'ODPCorp' 'Max B2B'
    Smith's 'deckchair shifting'
    cliches on a sinking ship

    Newly named ODP Corporation (ex-Office Depot-OfficeMax), sank at a deepening rate in Q2'20. OP core sales were crushed with hygiene essentials in retail & online softening the decline. We analyse CEO Gerry 'Smudger' Smith's hollow & misleading commentary and update on the 'white knight' life saver.

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  • jones yancey snr TSR 20Will SPR investors

    expand biz supply?

    Is narrowline 'holesaler
    just a buying group play?

    After many failed attempts Genuine Parts finally sold SPRichards to an Investor Group led by TSR's enterprising chief Yancey Jones (pic left). What's the plan? Will it continue a buying group bias or invest in broadline business supply to compete with Amazon? We review

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norris mike ccenter logoComputacenter
compounds growth

Corp demand switched
powerfully to WFHome

#1 UK IT solutions reseller Computacenter reported H1'20 "substantially ahead" of last year, with demand for services soaring throughout the Covid. CEO Mike Norris confirmed the value of its personal service teams to WFH corporate executives

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china container shipChina outsourcing
outstrips tariff toll 

No evidence 'Made in US'
revival in Covid Depression

It’s a moment of reckoning for global supply chains that snake around the globe; crises have just kept coming. First the prolonged US-China trade war, then Covid snarled shipments, stalled international travel and shut factories. But, US government rhetoric has not overcome the uncertainty caused by tariffs and US economic depression 

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antalis truck taillightsAiling A n t a l i s
sinks d e e p e r

KPP completes acquisition.
Next: vulnerable Veritiv?

International paper merchant group
Kokusai Pulp & Paper (KPP, Japan HQ)  has officially taken control of Europe #1 Antalis after its previous acquisition of Spicers ANZ. Potential purchase next for the $6Bn group, the vulnerable Veritiv, the $7Bn US #1, making it the global leader?

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Barry Corie BestBuy 20Best Buy battles
back w/WFH online

Stores reopening boosts
PC's, tablets & appliances

Best Buy
, the $44Bn US electronics retailer issued an update on its Covid hit Q2'21 ended 30 July. CEO Corie Barry's team had suffered a 6wks store closure and commendably recovered with online ordering of WFH tech and curbside collection to mitigate losses

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murphy donal DCC 20Exertis extended
by WFH weakness

Inflexible systems limited
scope to take advantage

DCC Group
parent of IT distributor Exertis
 admitted that its business supply were hit by a lack of onsite activity among its reseller partners. CEO Donal Murphy was pleased with performance even though it lost market share in a powerful Covid WFH demand period. 

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Quinlan James Coke 20Coke fizzles
in biz markets

'Away from home' sales
crash caused by Covid

Coca-Cola strong momentum pre Covid collapsed from March thru June in the 'Away from Home' (business supply inc. restaurants) market. The North America market buoyed declining results in Asia & Europe. We analyse Q2'20 reported results and Q3 progress and outlook

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StoraEnso sinksbresky annica stora
in printer paper

Consumer packaging in
food safety/hygiene strong

Global packaging & papermaker Stora Enso reported crashing demand in the Covid hit Q2'20. New CEO Annica Bresky 
described transformation 'repurposing' plans to cut printer paper capacity and investment in renewable packaging materials for the growing food and hygiene markets

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Screen Shot 2020 07 21 at 1.51.33 PMMidwich AV market
momentum marred

Covid WFH hit business
office sales by 50% in May

International AV distributor, Midwich has laid bare the Covid impact has had on its revenues in its first half trading statement today, Sales nose-dived to less than 50% of expected levels at the height of the pandemic.

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darrell bracken logi 20Logitech zooms

in video comms

Mobile, Collab, Webcams
grew strongly across globe

Logitech International,
the $3Bn personal tech accessories maker reported powerful sales growth in Q1'21 fuelled by the Covid induced WFHome lockdown. CEO Bracken Darrell was bullish about mobile & video collaboration prospects in 2020

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Screen Shot 2020 04 21 at 3.00.59 PMIBM's strategic
moves a mirage?

Can new CEO transform
& compete in the Cloud?

continued its 9 yrs revenue slide in Q2'20 with the 2019 Red Hat acquisition the only redeeming success. Can new CEO Arvind Krishna transform the old tech giant into a serious growth driven, cloud services competitor?

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"Tomorrow's News Today,

not yesterday's news tomorrow."

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