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  • Screen Shot 2022 01 16 at 4.10.21 PMPackaging power
    propels biz market

    Ecom product care drives
    rapid growth, VCap interest


    The hygiene & packaging market looks alot like the glorious 80/90's days in OP. Consolidation of regional independents in a market with 10%+ growth fuelled by WFH/ecommerce, led by the major players e.g. ULine and venture capital funds. We review, analyse leaders and trends....

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  • staples depot train crashKaluzny skins SPLS
    Smith drains ODP

    Myopic mercenary moves
    maximise selfish interests


    Former bigbox giants Staples & Office Depot ($52Bn sales 2007) have been destroyed by a mix of incompetence and vulture capitalist's greed. Today, aggregate sales are $19Bn sinking at a $2Bnpa rate.  What are the motivations of Sycamore's Stefan Kaluzny and Depot's ceo Gerry 'Bizarro' Smith? We review and comment... 

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  • Screen Shot 2022 01 15 at 5.46.12 PMCan dealers svc

    hybrid workers?

    More lower value webstore
    orders delivered same day


    Corporations are adjusting rapidly to the hybrid work future. Flexible work is here to stay. How will dealers adapt to a new norm where empowered users order business supplies online, in smaller quantities, expecting the immediate home delivery advanced by Amazon? What will they do to upgrade webstores and broaden ranges to minimise the higher cost to serve? We discuss....

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  • Screen Shot 2022 01 14 at 9.40.00 AMDepot's charade
    'split' game over

    Phantom 2nd bidder for
    retail biz to stall Staples?


    ODP Corp aka Office Depot
    has decided to delay previously announced plans to split into two public companies to "mull over sale offers for its retail division", sending its shares up 10%. This bigbox game of charades is a joke; a disintegrating mess run by a bunch of self serving simpletons...

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  • MEGATRENDS 2022sq2022 Business
    Supply Market
    MEGATRENDS

    ......less Means More
    P r o d u c t i v i t y 


    Are we heralding in the Roaring 20's? Apple, Amazon, Microsoft, Shopify have M-powered a new entrepreneurial revolution with affordable personal tech & immediate delivery. Covid advanced 2025 trends: #Paperless #Officeless #Touchless #Bigless #Wasteless & #Carbonless. WFH told us to connect with users by providing personalised productivity services + integrated same-day delivery. We guide on how dealers can take charge of their destiny? New Report inc. 2021 Market Review published today!

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lamneck ken insight suitInsight recovers
market share?

Strong sales in USA/APAC
Weaker rebound in Europe


Retiring Insight Group CEO Ken Lamneck reported a continued strong rebound in organic sales in Q3'21. The group lags leading IT resellers e.g. CDW, Computacenter, Softcat & Synnex. There are signs of sustained growth over the past 6 months as it plays catch up....

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shah niraj wayfair sadWayfair's not so 
wonderful WFH

Delivery & management
issues shifted sideways


Wayfair,
 the $12Bn in sales US/UK home & office furnishings etailer, reported its second sales decline in Q3'21. The WFH lockdown had proved a huge sales boost to business customers updating WFH facilities, now fading fast...

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Johnson Boris GreenClimate for Change
in Biz Supply mkt?

Will COP'26 deliver action?
Gen pledges v Greenwash?


The international COP'26 Climate change conference in Glasgow (UK) has been kailed a success to date with more specific commitments from country leaders than previous editions. The need for delivery on greener processes is urgent. How are business supply leaders responding. We review leading makers and distributors. On Friday 

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veritiv truck crashVeritiv talespinning 
spikes mktcap 20X

Packaging powers up sales
Will Bain merge w Imperial?


Veritiv, 
the leading US paper & packaging wholesaler, paused from its terminal tailspin. As an 'essentials' supplier its sales decline rate v competitors was shocking. CEO Sal Abbate has driven its new packaging strategy. The 18 month 23X rise in market cap indicates a take over bid is imminent? Who's interested?

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Leahy Christine CDWCDW resurgent in

Corporate markets

Powerful SMB mkt growth
in WFH service + UK-CA


CDW, the $20Bn international reseller of IT products & services, again reported powerful growth in Q3'21. US Corporate, Edu & Health Care plus SMB sector demand was huge, offset by weak Government markets. ceo Christine Leahy commented positively about its integrated solutions prospects..

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Smith Gerry Depot Bizarro 2Depot's deceitful
dis-inte-gra-tion

ODPCorp's Bizarro boss
Smith's BS+crass cliches.
Compucom on Fire Sale? 


Beleaguered bigbox ODP Corp (ex-Office Depot-OfficeMax) reported anotherdeep decline in Q3'21 and way down on pre Covid 'norm' Q3'19; and down $5Bn since 2017. We analyse ceo Gerry 'Bizarro' Smith's 
deceptive commentary with no Compucom update? Fire Sale with Retail stores to Staples? Updated

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Baitler jay staples easy riderAtlas acquires run
down RRDonnelley

Baitler led PE firm rolls up
legacy OP & print makers


Former giant catalog printer RR Donnelley & Sons (RRD) is set to be acquired by affiliates ofPE firm Atlas Holdings and go private in an all-cash deal worth around $2Bn+. This follows the take over of stationery maker group LSC Comms earlier this year

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Screen Shot 2021 11 02 at 6.00.46 PMMicrosoft Ignites
Teams upgrades

New capabilities for Azure,
Dynamics up productivity


Microsoft
is using the virtual conference to announce a number of new features and updates for the Teams collaboration app, including around security, integrations and events capabilities. CEO Satya Madella reinforced his productivity and mobile mission...

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doheny ted sealedair boxSealed Air: super

packaging power

Ecommerce & price hikes
boost sales and profits 


Sealed Air Corporation
the $5Bn maker of protective packaging for Food & FM products reported strong results in Q3'21. CEO Ted Doheny credited improvements and the resilence of its product protection market spiked by double digit price hikes

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redondo antonio navigatorNavigator paper
plunge pulls back 

Tissue/Pulp strong; higher
prices ease secular decline


Portugal's Navigator Paper Company, the leading quality brand papermaker, reported a recovery in  paper demand in Q3'21 but still well below the Q3'19 norm. Higher tissue demand and pulp prices offset some of the damage to sales and profits

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not yesterday's news tomorrow."

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