BIGBOX B U S T ?
Staples 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
Paper-Printerless
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
How Green are
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
Hi Hybrid workers
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...
Healthy Hygiene
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.
Bunzl buys BOS
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.
Messy WHSmith
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
Top MSP Marco's 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
"You can't be fired
Amazon 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
Amazon tops 20K
Amazon 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
FEMSA pens food
FEMSA, the 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
Ricoh: smart move
Ricoh 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.
FedEx chief found
FedEx 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
Eakes expands NE
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.
ECom packaging
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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