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  • zuckerberg damagedFakebook facing
    fantastic fatal fall? 

    WSJ/Whistleblower expose
    Zuck & Co's corruption


    "Would I like to write about anything else in tech except Facebook? I would. Can I write about anything else in tech but Facebook? I cannot" opines Kara Swisher, NYTimes much admired tech columnist. We discuss her opinions and review the shenanigans that have characterized its devious leadership

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  • Screen Shot 2021 10 05 at 3.03.04 PMNeoCon: Design
    for New Normal!

    Gold Awards for Teknion,
    Steelcase, Darran, AllSteel


    We review the latest & greatest from the international furniture fest #NeoCon2021 in Chicago.  We report on best in show awards and interviews with big brand leaders and discuss their vision, strategy and market differentials.. 

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  • Dochelli Harry ESND 21ESND escalates
    lower cost logistics

    Systems investments: CRM,
    Distribution & Digital mktg


    US #1 business supplies wholesaler Essendant has made major investments in marketing and logistics designed to add value and lower 'cost to serve' for its dealer partners. We discussed details with president Harry Dochelli and development of its business categories portfolio now dominated by hygiene and food care supplies... Updated

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  • Hygiene clean office 21Hygiene Hole?
    Mind the gap!

    60% biz supply demand:
    hygiene, food, pkg service.
    Dealers sales mix <30%


    We've reported for 10yrs+ about the disconnect between dealers and users' one-source business supply demand needs. Now latest reports confirm the huge gap between what businesses want and what OP dealers supply. We highlight the best practice champions closing the gap rapidly... Updated

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  • Productivity to lucyThe Productivity
    Paradox persists

    How WFH skew metrics.
    Industrial stats redundant
    in a hybrid work economy


    Productivity stats accelerated ithrough the 2020/21 Depression...how and why? As we've reported repeatedly over the past 10yrs+, industrial productivity measures are redundant in the 'Information' economy where workers input hours are immeasurable, especially now, in the 'WFH/Officeless' hybrid world. In truth, productivity has been rising strongly throughout the web inspired economy. We discuss inc. Sydney Ember's NYTimes article...updated

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Screen Shot 2019 03 12 at 12.16.43 PMTatham's take on
Top Tech Trends

DataSecurity, Sustainability
Hybrid Work, Cloud Collab


Westcoast
is now the UK's top technology products & services wholesaler driving the 'stockless reseller' (VARs/MSPs) renaissance. We met with ebullient MD Alex Tatham to get his take on progress, market movers and the top tech trends.

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Screen Shot 2021 02 09 at 9.48.30 AMAramark still hurt
by Covid crash

Uniforms slow recovery
Facilities services rebound


Aramark
 the global $16Bn business services provider in food, FM & uniforms reported strong recovery from depressed revenues in Q3'21. CEO John Zillmer's plan to "elevate the hospitality culture" and transform customer orientation were massively disrupted 

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3D boat sinking thumb medium300 03 D  P r i n t i n g
boat still afloat?

3DSystems & Stratasys'
sales back, losses deepen


3D printing leaders Stratasys (MakerBot) & 3D Systems reported a recovery from Covid hit Q2'20 but losses continued in Q2'21. The bubble has truly burst + HP has yet to successfully shift in the industrial market. Optimism is still rife from the ceo's

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Food fights sysco USFFoodservice fights
fly again post-Cvd

Sysco & USFoods' recovery
rapid as restaurants return


Foodservice supply leaders to business & restaurants Sysco & US Foods reported  rapid recoveries in their latest quarterly reports. Denied a merger in 2015 the full service rivals are seeking different courses of action going forward. We compare....

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lamneck ken insightInsight recovers
market share?

Strong sales in USA/APAC
Weak rebound in Europe


Insight Group CEO Ken Lamneck 
reported a strong rebound in organic sales in Q2'21. The group lags leading IT resellers e.g. CDW, Compucenter, Softcat & Synnex. There are signs of sustained growth over the past 2 years as it plays catch up....

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veritiv truck crashVeritiv talespinning 
boosts market cap

Packaging spin diversion?
Will Bain Cap/CNG rescue?


Veritiv, 
the leading US paper & packaging wholesaler, paused from its terminal tailspin. As an 'essentials' supplier its sales decline rate v competitors is shocking. New ceo Sal Abbate has started to drive its packaging strategy pivot. Recent rapid 4X market cap momentum indicate a take over rescue bid is imminent? Who's interested?

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Energizer drum burstEnergizer elevates
battery  p o w e r

New US distribution boosts
organic growth inc auto


Energizer the enterprising personal care & battery supplier to businesses, maintained strong organic sales growth in Q3'21. It has regained extra battery power with expanded US distribution under the new ceo.

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Verso Mill smokeVerso Paper's

plunge on pause

Mill closures & asset sales
Secular decline serious


Verso Paper
, the slimmed down $1Bn papermaker, has engaged strategic financial advisers to pursue a possible merger or sale. Q2'21 results confirm its seriously critical position including mill closures and sale of another to adjust to declining demand

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printermakers plungePrintermakers pull
back from plunge

Canon, Kyo, Konica, Ricoh,
Epson & Brother analysis


The big 6 Japanese printer makers reported remarkably similar +20-30% growth in Q2'21 based on Covid crushed Q2'20. Most did not recover to pre-Covid norms. So how will these major makers reinvent themselves? We analyse results and comment on plans and progress...

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martin geoff CCLCCL label sales'

healthy recovery

Essentials market demand
reinfoces Avery recovery


CCL Industries,
 the $5Bn in sales specialist labelmaker, reported a sustained ecovery in Q2'21 with Covid 'essentials' market channel sales offsetting the non-essential market collapse e.g. Avery business/events market. 

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not yesterday's news tomorrow."

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