Print/papermakers
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
Healthy Hygiene
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
Deceitful Depot
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
Opportunities for
"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....
Reimagining
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.
Reimagining
When Andi Owen took over top office furniture company Herman Miller, in 2018, she didn’t expect to get caught up in politics. But these days, it seems no CEO is safe from the culture wars. NYTimes David Gelles interview with Owen tells more about her, than the future of Miller's reimagination of future workspace
Minimum Wage
President Biden's call, as part of his economic recovery plan, is to increase minimum wage to $15/hr. This has sparked huge debate in business circles between the positives, championing higher quality growth; and the negatives, citing higher costs that damage competitiveness. We discuss with case studies...
Computacenter
Leading international IT solutions reseller Computacenter reported FY'20 results "substantially ahead" with demand for services strong through Covid. CEO Mike Norris confirmed the value of its personal service teams to WFH & corporate executives
IBM's strategic
IBM continued its 9 yrs revenue slide in Q4'20 with the 2019 acquisition, Red Hat the only redeeming success. Can new CEO Arvind Krishna transform the old tech giant into a serious growth driven, cloud services competitor?
Top cybersecurity
Market analyst Canalys believes global cybersecurity spending will rocket by 10% after data breaches and ransomware attacks hit all-time high. Its report reveals six hottest cybersecurity solutions for 2021
Fastenal safety
Fastenal, the $6Bn in sales, US reseller of MRO & vending supplies, previously in slowdown from a weak fastener demand, benefited greatly in Q4'20 from the Covid crisis with strong demand for PPE via vending machine
Midwich AV market
International Audio Visual eqipment distributor Midwich Group recovered well after a massive Covid hit in the Spring, Sales have improved as European economies slowly returned plus the boost from 2 key acquisitions
P&G's powerful
Procter & Gamble (PG), the leading personal, home & business care brandmaker, reported hyper healthy Q2'21 results. Powerful marketing & ad campaigns are winning market share in towels, tissues & detergents eg Charmin, Dawn, Bounty, Tide & Febreze
JBHunt driven
JBHunt the $10Bn US transportation giant held up well during the Covid disrupted Q4'20. Slow long haul demand was more than offset by integrated capacity and high final mile delivery service demand for essentail goods
Manutan makes
Manutan the €800m in sales, European business supplies distributor reported Q1'21 solid growth results. Based on negative reports from Staples, Office Depot it must be winning market share in a Covid hit marketplace
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