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office depot vultures break upDeceitful Depot's
disguise downed

Analysts expose empty
organic growth claims


Office Depot CEO Gerry Smith
repeated claims of organic growth in its business supply division (BSD) at the Q1'19 Investor's earnings call. As PPNews reported at the time, real sales, excluding acquisitions, were well down. Now Wall Street is punishing the hollow hype...




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Screen Shot 2019 03 20 at 12.15.31 PMCan AMZN's tree
grow beyond Sky?

What happens when its
domination is complete?
Book market offers clues...


Amazon's 25 year old meteoric drive to the world's #1 business supplier has exploded the proverb that 'trees don't grow to the sky'. But is Godzilla showing signs of grinding out growth with a narrowing of its customer service portfolio; favouring private label over brands; and restricting resellers? We discuss.... Complete




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Screen Shot 2019 06 28 at 9.00.11 AMA p p l e  genius
Jony Ive to leave

Jobs' soulmate design king
put the 'i' in iPhone devices


Apple
founder Steve Jobs' soulmate Jony Ive, British designer of the iPhone and all hardware devices inc. Apple Park is leaving. Not all bad news as his new start up company will provide services to the new committee led design team....




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Screen Shot 2019 06 27 at 1.39.51 PMPepsiCo's plan
to can plastic

Brand leader Aquafina to
go full-on nationwide 2020


PepsiCo
facing an industrywide backlash against plastic, will experiment with putting its Aquafina water in cans. Smart move from the leader in food and beverage supplies to businesses. 




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Screen Shot 2019 06 27 at 1.27.53 PMRecyclers' race
to the bottom?

Where's the green agenda
at Europe's reman event?


Europe’s premier office imaging conference, Recycler Live officially began today in Brussels. Ironically, absent from the agenda was any topic covering a real green agenda tackling carbon zero targetting? We report on proceedings...




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Top Articles

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

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Dealer Productivity Championship 2019 - Leaderboard Half Year

Productivity leaders 20182019 Champions
of Productivity 

Will lean stocking dealers
surpass stockless etailers


We've concluded the Proficiency Index Dealer Productivity 2019 Half Year Review, the most universally accepted indicator of dealer profitability. Dealers have submitted sales forecasts for 2019/current employee numbers (FTE's). We'll finalise the numbers and publish championship leaderboard... Updated

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WBMason debuts Baltimore Consumer Show

Screen Shot 2019 07 11 at 11.47.10 AMWBMason makes
bow in Baltimore 

Masonville's Mid Atlantic
drives past $100m in 8yrs


Today, US #1 independent megadealer WBMason held its second consumer show this year; and its first at the home of Baltimore Orioles. We report on the full event and interview regional chief Jeff Kirsh....Updated

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Shoplet hit by insider fraud

shoplet ellison iphone webstoreShoplet slammed
by insider fraud

Veteran SVP syphoned
off $Millions in revenue


Leading US business supplies etailer Shoplet says its former SVP embezzled $Millions by diverting cash to personal accounts, according to a complaint filed Monday in New York state court. We contacted owner/CEO Tony Ellison for comment....

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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

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Procurement path to commoditization

supplier squeezeProcurement push
=Commoditization

Supply Chain process killing
creativity in race to bottom


The paperless office trend & secular OP market decline; exacerbated by global economic slowdown & toxic tariffs has fuelled the power of 'low-pricing' procurement people. This has accelerated the commoditization trend, killing innovation that drives higher productivity and lower operating costs. Complete

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Sycamore strips Staples assets again

vulture staples removerSycamore strips
SPLS $150m divi 

Framingham HQ sold and
leased back at market rate


Sycamore Partners
owner of Staples continues to reduce its equity exposure whilst increasing the debt load and operating costs of the reseller by selling and leasing back the Framingham HQ near Boston. We review the negative effects on the bigbox player....

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Office Depot's deceit exposed

office depot vultures break upDeceitful Depot's
disguise downed

Analysts expose empty
organic growth claims


Office Depot CEO Gerry Smith
repeated claims of organic growth in its business supply division (BSD) at the Q1'19 Investor's earnings call. As PPNews reported at the time, real sales, excluding acquisitions, were well down. Now Wall Street is punishing the hollow hype...

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?

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Staples/Dex acquires MPS dealers

Screen Shot 2019 06 25 at 10.32.14 AMSPLS/Dex doubles
down in MPS mkt

Buys southern regionals in 
national network drive?


Staples
acquired leading US MPS dealer Dex Imaging (Tampa, FL) in February; and has now acquired 2 important print resellers in the Orlando & Dallas markets. We spoke with CEO Sandy Douglas about expansion plans in the managed technology services space... omplete & updated

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