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  • commodity cliffPrint/papermakers
    plunge prolongs

    #OPocalypse: Diminished
    demand+economy+Covid


    Most leading OP, Paper & Printermakers will report Q4'20 results over the next 2 weeks. Printer paper is down 60%+ since 2008; another -20%+ in Q4. The shift to hygiene & packaging products is huge. We analyse Q4 results to date inc. HP, Veritiv, Mondi, Cascades & Verso Paper Updated daily 

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  • Screen Shot 2020 07 10 at 10.48.54 AMHealthy Hygiene
    market momentum

    Covid mitigation challenge
    Q4'20 Suppliers' Results


    The #Paperless #Officeless #Touchless & #Spotless future is happening BIGTIME! Business suppliers: makers, dealers inc.designers & managed services providers have pivoted to sell customers PPE, hygiene supplies, WFH technology, air purifiers & office planning services for social distancing. We review and analyse Q4'20 results to date inc. RB, Ecolab, Motion & Brady CorpUpdated daily

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  • Depot deckchair shifter smith 21Deceitful Depot
    deeper and down

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


    Beleaguered bigbox ODP Corp (ex-Office Depot-OfficeMax), continued to sink at double-digit rates in Q4'20. OP core sales were crushed with hygiene essentials online softening the decline. We analyse captain Gerry 'Smudger' Smith's hollow & misleading commentary 

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  • Screen Shot 2021 02 22 at 7.01.59 PMOpportunities for
    IDC in WFH print?

    HP Pres Tuan Tran explains
    SaaS & improved security


    "The strong demand for WFH printing presents dealers with major opportunities for new sources of growth, as the hybrid workforce settles in as the new reality" believes HP’s printing business president Tuan Tran told CRN. We challenge his case....

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  • Officeless spaced outReimagining
    the Future Office

    Views of Innovative, ESND
    Guernsey & W/Hse Direct


    Following the views of furnituremakers Herman Miller's Andi Owen and Workrite Ergonomics' Charlie Lawrence, PP gets the thoughts from business supply distribution leaders at Essendant, Innovative, Guernsey & Warehouse Direct. We summarise and comment and next week get more views from specialist furnituremakers & dealers. 

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Depot brain washDepot directors'
diversionary denial

Appoints shareholder amid
'MaxB2B' growth charade


Beleagured bigbox ODP Corp (Depot/Max) just announced the appointment of an executive from a major VC shareholder HG Vora Capital to its board. Why? The chair's statement points to intensifying its "leading, integrated B2B provider" ambitions. Nonsense....

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groth magnus essity 620Essity's hygiene 
mkt slow recovery

Weak WFH brand strength
causes private label shift


Essity
, the hygiene & health supplies group, began its slow recovery from the Covid lockdown. However weak WFH brand awareness slowed progress. The jury's out on CEO Magnus Groth's growth strategy

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Screen Shot 2021 01 27 at 11.17.39 AMTechData owner's
'Epsteingate' exit

$Bnair Leon Black ousted

after Apollo board inquiry


The founders of monster PE firm Apollo Global Management,  engaged in a power struggle last weekend. The rift opened up after an inquiry revealed that one founder, ceo Leon Black — had paid more than $150m to the convicted sex offender Jeffrey Epstein. Apollo recently acquired #2 global IT wholesaler Tech Data 

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nadella satya msoft cloudMighty Microsoft

higher on Cloud

Satya Nadella heralds in
"everything remote world"


Microsoft 
reported powerful results again for Q2'21. Since CEO Satya Nadella took over 5yrs ago the reinvention and focus on personalisation and mobile technology via Azure Cloud & Dynamics business software continued to produce accelerating growth & sustained results

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Starbux masked serverStarbux burned
but rebounding

Covid casualty recovers
w/China & ATP surge


Starbucks, the international personalised coffee services giant, reported Q1'21 results with a tale of 2 markets. China has rebounded from its Q1'20 lockdown; and now US is recovering despite inconsistent Covid Government policies. CEO Kevin Johnson opened up on transformation plans

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Ship sinking man watchXerox sinks fast.
Reality denial?

Chainsaw's cost cutting
agenda leaves skeleton


Xerox Corporation 
continued to report deep sales declines in Q4'20 as corporate offices largely remain empty. It's unlikely activist lead shareholder Chainsaw Carl Icahn's surrogate CEO John Visentin can turnaround the tailspinning old tech giant. Is HP or anybody still interested?

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Roman Mike 3M 203M Higher on 
hygiene & safety 

Resilient health care sales
Weak transport, elec & OP


The mighty 3M suffered big in Covid Q2, but rebounded in safety and health care markets. The office sector, once powerful, has fallen well behind the growing business supply categories

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Screen Shot 2021 01 25 at 5.29.57 PMMotion makeover

misses the mark

New logo design over-
complicates brand image


Coinciding with its 75th anniversary, Motion Industries (parent company Genuine Parts) reports it is rebranding to solidify structure and advance its position in the marketplace? Why not just double down on its simply brilliant name?

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philips healthcarePhilips' connected

care sales surge

Healthcare sales stronger.
Partnerships power orders


Philips, the Dutch diversified healthcare tech & consumer lifestyle giant reported better than expected sales declines in Q4'20. The shift towards health care systems offset slow demand for discretionary personal care sales

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Hsu mike KCK-Clark high on
consumer hygiene

Covid hurts Pro business'
towels & tissues demand


Kimberly-Clark (K-C) the global personal hygiene brandmaker, reported steady Q4'20 financial results boosted by WFH demand for towels & tissues caused by Covid. Professional markets suffered from the lockdown, depressing profits. CEO Mike Hsu comments on progress 

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