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  • vulture capitalist crash graphBIGBOX  B U S T ?

    SPLS & Depot self destruct.
    Is The End Nigh? Probably.

    just closed its contract furniture division. Sycamore & ODP are haggling over the price of Depot's stores portfolio. Depot is drowning in b l o o d. OP dealer acquisitions have ceased. Combined sales have fallen from $52Bn (2007) down to <$20Bn today. We explore causes and prospects... Complete

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  • commodity cliffPaper-Printerless
    market on pause

    #OPocalypse: Diminished
    demand gets price relief

    Most leading OP, Paper & Printermakers have now reported Q3'21 results. Printer paper is down 70%+ since 2008. The shift to hygiene & packaging products is huge. The Covid crash caused users to accelerate the move towards digitisation as print diminished. We analyse results to date...inc Mondi, Sylvamo & HP later today

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  • Amazon Bezos Climate PledgeHow Green are
    market leaders?

    Has COP26 inspired action?
    Genuine or Greenwash?
    Progress benchmarks?

    211 leading companies have signed up for The Climate Pledge initiated by Amazon's Jeff Bezos, committing to achieve Carbon Net Zero by 2040.  Admirable plan, but how will the 23 leading business supply leaders benchmark progress? What are the annual progress measurements? We explore...Updated daily

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  • Screen Shot 2021 11 21 at 5.15.43 PMHi Hybrid workers

    Thurs' new Friday?

    3days 'in office' emerges
    as fav future work sched

    I don't like Mondays - or Fridays: London City workers decide 3days/week in the office is enough. "Hybrid working and spending patterns post-pandemic as commuters spend less time in the office leaves small businesses and employers reeling" writes The Telegraph's Matt Oliver. Paradoxically, business productivity is improving...

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  • Hygiene clean office 21Healthy Hygiene

    How've leaders fared post
    Covid peak? Q3'21 analysis

    The #Paperless #Officeless #Touchless future is happening bigtime! Now hygiene is the #1 business supply category alongside technology. Progressive business suppliers: brandmakers, dealers & MSP's have pivoted to sell customers hygiene, safety & packaging, WFH-tech and wellness services.. We analyse Q3'21 results inc. Berry & Brady Corp.

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Bunzl driver deliversBunzl buys BOS
safety supplier

Adds Australian medical
supplier to h/care market

Bunzl plc,
the $14Bn international business supplies wholesaler, today announces that it has entered into agreements to acquire a US based safety business and a medical supplies distributor with operations in Australia and Singapore.

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WHSmith slideMessy WHSmith
activist's attack

Takeover threshold close
Strip'n'flip or investment?

International travel & high street stationery retailer WHSmith has been declining for 20yrs under inept  management. Now under current ceo Carl Cowling's questionable category 's-t-r-e-t-c-h' strategy it is under pressure from an activist investor

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Screen Shot 2021 09 13 at 11.36.12 AMTop MSP Marco's
Milwaukee move

Consolidation of managed
services market accelerates

Minnesota based Marco Technologies continued its relentless roll up of regional managed service providers driving southwards through Wisconsin towards Chicago. we discuss progress, its latest acquisition and plans with ceo Doug Albregts

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Bezos Amazon atop mountain"You can't be fired
buying from AMZN"

Dealers undrstate contract
leakage by Godzilla's grab

continues to grow its broadline business supplies category to an estimated $60Bn+ worldwide in 2021. Our conversations with contract OP dealers indicate a huge underestimation of Amazon's penetration in corporate accounts. Moreover, it is now #1 wholesaler to dealers in all the major marketplaces.... Updated

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Bezos amazons robin hoodAmazon tops 20K
biz supply sellers

60% gross sales via 3rd Pty
resellers inc. OP dealers

direct product sales are running at $250Bn pa growing at +25%. What's less understood is that 60% of gross revenues are via 6M resellers or $350Bn. Of this at least 10% of volume is in business supplies or $60Bn+ making Amazon the #1 reseller and wholesaler in US, UK & Europe. We analyse progress inc. case studies... Updated

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Silva Eduardo Padilla FEMSA headFEMSA pens food

service acquisition

Envoy vehicle reacts to loss
inflicted by Imperial Dade

he mighty $23Bn Mexican based convenience store, fuel station (Oxxo) and hygiene service distributor has announced a major acquisition in the Mid- Atlantic region. Envoy Solutions its distribution acquisition vehicle is in a race with Bunzl, Imperial Dade and Brady Industries to roll up US hygiene suppliers

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Screen Shot 2021 09 08 at 3.40.37 PMRicoh: smart move
into lockers MSP?

Touchless service drives
user facility & productivity

is investing heavily in building its MSP business via acquisition of specialists. This latest acquisition strengthens it's position as one of Europe’s largest managed service providers of smart lockers.

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smith fred fedex handFedEx chief found
"double dipping" 

Smith cartel price gouges
customers for greedy gain

shareholders should reject CEO Fred 'Smarmy' Smith's $54m pay package because the logistics giant gave him stock options after scrapping a cash bonus in the wake of the COVID, only to reinstate later, stated the Teamsters union. Meanwhile, FedEx has been busy hiking prices to customers whilst reporting record profitability

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miller mark eakesEakes expands NE
biz supply market

Acquires neighbourly OP
& hygiene supply specialist

Eakes Office Solutions
 the leading business supply reseller in Nebraska has acquired another OP & jansan specialist in its region. We can expect similar developments in 2021/2 from progressive chief Mark Miller. 

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Screen Shot 2020 07 03 at 6.41.54 PMECom packaging
powers DSSmith

Ex-Spicers owner benefits
from 'essentials' supply

European packaging giant DSSmith, ex-owner of 'jewel in the crown' Spicers until 2011, has described its business model as “robust” after posting year end results. CEO Miles Roberts said that it was boosted by the huge rise in e-commerce business driven by the Covid lockdown

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