Details

2 Mar 21

Updated: 2 Mar 21

Target's terrific
high ticket to ride 

Success! 'Essentials' order
online, delivered same-day

Leading $94Bn US retailer Target reported terrific Q4'20 sales from 'essentials' demand. CEO Brian Cornell described key success factors as: higher ticket values, traffic and tripled online ordering in food, beverages and home improvement categories from personalised Shipt delivery or pick-up same day!

Read more ...

Details

2 Mar 21

Updated: 2 Mar 21

3 D  P r i n t i n g
leaders  c r a s h!

3D Systems & Stratasys
dive deeper & deeper

3D printing leaders Stratasys (MakerBot) & 3D Systems continued to report deeper declines in demand and losses in Q4'20. The bubble has truly burst + HP has yet to successfully shift in the industrial market. The Covid crisis just exacerbated their terminal decline. Updated

Read more ...

Details

2 Mar 21

Updated: 2 Mar 21

Healthy Hygiene
market momentum

Covid mitigation challenge
Q4'20 Suppliers' Results

The #Paperless #Officeless #Touchless & #Spotless future is happening BIGTIME! Business suppliers: makers, dealers inc.designers & managed services providers have pivoted to sell customers PPE, hygiene supplies, WFH technology, air purifiers & office planning services for social distancing. We review and analyse Q4'20 results to date inc. Bunzl, Cascades, Veritiv on 3Mar Updated daily

Read more ...

Details

1 Mar 21

Updated: 1 Mar 21

Z o o m booms
in video comms

Cisco, Microsoft & Google
outpaced by cloud upstart

Video collaboration specialist Zoom (CEO Eric Yuan, pic left) continued its phenomenal progress throughout the Covid crisis with supersonic sales & profits growth in Q4'21 ended 31Jan'21, outstripping competition and gaining generic brand status 

Read more ...

Details

1 Mar 21

Updated: 1 Mar 21

HON-Allsteel: no
signs of recovery 

Contract demand crash
continues. Outlook weak

HNI (HON + AllSteel), the $2Bn US furnituremaker, reported a continued crash in demand in Q4'20 in both contract & office supply markets, with ceo Jeff Lorenger cautious but confident about long term direction

Read more ...

Details

1 Mar 21

Updated: 1 Mar 21

MacFarlane makes
6th packaging buy

Targets protective & indls 
in regional specialist mkts

Macfarlane Group has acquired another packaging provider to further strengthen its business in the South of England. This is its 6th national  acquisition in the growing UK protective packaging market. CEO Peter Atkinson reports on 2020 successful results 

Read more ...

Details

1 Mar 21

Updated: 1 Mar 21

Bunzl higher in
hygiene supplies

Fast 2021 start: 3 acquistns
in safety, foodservice & pkg

Bunzl, the $13Bn in sales, international business supplies wholesaler, reported powerful growth in Q4'20. Moreover, it confirmed idetails of 3 acquisitions in the hygiene and food service markets internationally

Read more ...

Details

28 Feb 21

Updated: 4 Mar 21

HP inks instant

print recovery

PC demand improves
in WFH/Edu markets

Old tech giant, HP Inc's printer & ink sales decline turned around in Q1'21. Meanwhile PC demand was strong fueled by the WFH demand. Can long serving complacent CEO Enrique Lores really reinvent the fading force beyond Covid? Updated

Read more ...

Details

28 Feb 21

Updated: 1 Mar 21

Print/papermakers
plunge prolongs

#OPocalypse: Diminished
demand+economy+Covid

Most leading OP, Paper & Printermakers will report Q4'20 results over the next 2 weeks. Printer paper is down 60%+ since 2008; another -20%+ in Q4. The shift to hygiene & packaging products is huge. We analyse Q4 results to date inc. HP, Veritiv, Mondi, Cascades & Verso Paper Updated daily 

Read more ...

Details

27 Feb 21

Updated: 1 Mar 21

Cascades Packng
demand boosted

Pvt Label WFH tissue sales
strong, but biz supply weak

Leading Canadian tissue & packaging board maker Cascades reported mixed results in Q4'20. CEO Mario Piourde's optimism was dented by Covid's negative affect on business tissue sales but boosted by higher packaging demand especially in foodservice

Read more ...