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  • Screen Shot 2023 06 05 at 5.23.45 PMHybrid work is
    W o n d e r f u l !?

    ‘Stay forever’ mantra drives
    productivity & life balance


    Working from home (WFH) is part of the worklife balance that Generation Z demands, putting new pressures on employers, writes The Times' James Hurley. “Hybrid work will stay with us for ever,” Ronni Zehavi, ceo of HiBob states. Meanwhile. high profile business leaders argue there is a "loss of creativity". Who's right? We discuss....
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  • Screen Shot 2023 05 27 at 10.47.59 PMIs the 'Greenwash'
    ghost game over?

    Recycled paper pretenders'
    sham sustainability stories?

    There's been much PR and social media postings by makers and distributors promoting their sustainability credentials. How much is genuine and how much is sham posturing aka 'greenwash'? Certainly there are doubts about printer paper claims given the toxic journey between makers, distributors, users, mailing and recycling. We explore....Updated

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  • smith gerry depot deckchair shifter 21Depot distraction
    #24: Fed'n fudge? 

    'Bizarro' Smith's delusional
    dialogue disguises demise

    Beleaguered bigbox ODP Corp (aka-Depot-Max) has leaked that more acquisitions under its faux 'Federation' distraction platform can be expected. With many dealers under pressure post-Govt Covid relief, could major Mid-Atlantic and Carolinas' resellers be in play? We discuss ceo Gerry 'Bizarro' Smith's latest attempt to distract attention away from its dire demise...

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  • End is near callS t o c k l e s s

    Higher wholesaler pricing
    imperils dealer's survival

    Is the end nigh for stockless dealers? Back in the 2019 'normal' days, dealers were struggling with a slowing economy. Then, Covid crashed the corp office market. Then, Government relief ran out last year. Now consolidation is happening? Moreover, wholesalers raised prices above inflation squeezing dealers competitiveness? The BIG question is how will transactional dealers survive? Should we expect larger progressives to lead an acquisition wave in the business supply market? We investigate latest market views. Later today ...

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  • disconnected dealer box lucy walkAre limping locals 
    resting on laurels?

    User disconnected? Weak
    webstores? Transactional
    not productivity svcs driven

    'Buy Local' 
    campaigns have been promoted by dealer groups for 30 years, largely as defensive plays v bigbox attacks. But, what user benefits do they offer in terms of personalized productivity gains v the increasingly local and faster Amazon army of resellers? We discuss and offer guidance...Updated

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smurfit tony warehouseSmurfit boxes down
saved by inflation

Europe #1 provider steady;
making new investments

Europe’s largest paper packaging solutions provider Smurfit Kappa Group (SKG) reported weak demand whilst expanding in Eastern international markets. High levels of inflation are receding, disguising volume declines.. CEO Tony Smurfit commented on a "strong" year of increased profits

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sutton mark IP hands thumb medium300 0IP Packaging price
hikes, hide decline

Steep volume declines
offset by 10%+ inflation

International Paper, 
the leading packaging maker, spun off its printer paper division, renamed Sylvamo in Q4'21.  CEO Mark Sutton continued the reinvention focus on becoming an global packaging powerhouse, but with lower volumes in Q1'23, offset by much higher prices 

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Gamgort Bob KDP 23Keurig coffee cools
Inflation froths sales

Dr. Pepper brands' sparkle
with CORE & Polar Seltzers

Keurig Dr. Pepper
, the $13Bn coffee giant reported progress with its house of beverage brands in Q1'23. Meanwhile, coffee demand improved in WFH & business markets. Dr.Pepper brands growth sparkled, notably CORE Hydration & Polar seltzers. CEO Bob Gamgort commented

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McPherson DG Grainger 22Grainger gains

from high inflation

CEO claims market share
wins in Hygiene & Safety

Grainger, the $15Bn+ in sales, leading international broadline industrial & business supplier reported accelerated sales momentum in Q1'23 "Sales were boosted by higher prices and market share gains in hygiene and safety supplies" claimed ceo DG MacPherson

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Koutsaftes George Honeywell 23Honeywell hit by
slow safety sales

Sensing tech & productivity
solutions boost revenues

Honeywell International
 the $36Bn the aerospace, building, technology and safety solutions conglomerate reported steady real growth in Q1'23. The $8Bn safety and productivity division that serves businesses was hit by the decline in PPE equipment as the effects of Covid subside. We discuss results with SPS chiefGeorge Koutsaftes (pic left)

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Roberts Miles DSSmith thumb medium300 0ECom packaging
powers DSSmith

Ex-Spicers owner benefits
from huge 20% price hikes

DSSmith, the $8Bn European packaging giant and  ex-owner of Spicers (until 2011), posted strong Q4'23 results to 30Apr'23. CEO Miles Roberts said it was boosted by the price rises on single digit volume growth in its ecommerce packaging business....

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Jope Alan Unilever 22Unilever personal, 
home care healthy

Inflation fuels sales&profits
Nutrition brands in reverse

the $60Bn+ hygiene, personal care, food & refreshments giant reported inflated sales growth in Q'23. Departing ceo Alan Jope commented on developments in nutrition and personal care brands, but failed to achieve real growth in a buoyant market. New ceo starts 1July'23. Analysis here 

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butler mitchAverydennAveryDen labels

volume lagging

Solutions sales decline.
Intelligent labels strong

Avery Dennison, the $9Bn labels & RFID tags maker, continued to report weaker results in Q1'23, with its labeling business offset by declining solutions revenues. CEO Mitch Butler commented strangely on disappointing results with a "strong performance" rhetoric?

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Groth Magnus Essity 23Essity elevates mkt
share w price hikes

Tork brand strength edges
hygiene+health care rivals

, the international hygiene & health supplies maker, reported a steady volume recovery in Q1'23. CEO Magnus Groth's strategy is winning v K-C & P&G with a sales volumes recovery compared with pre-Covid 'normal' Q1'20 boosted by 30%+ inflation and acquisitions 

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mitarai Fujio canon ceo

Canon price hikes

hide lower demand

Shortage of semi-chips hits
printer & camera volume

Giant printer and camera maker Canon returned to pre-Covid flat volume demand in Q1'23. Printing, Imaging and industrial systems in US particularly recovered. Chip shortages hit sales volume but price hikes over compensated 

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