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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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florness don fastenalFastenal steadfast
aided by prices

Jansan vending declined
Fasteners power ahead



Fastenal, the $6Bn in sales, US reseller of MRO & vending supplies, powered ahead in Q4'21 with strong fastener sales and safety supplies in recovery aided by higher prices across the board

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Screen Shot 2022 01 19 at 9.04.07 AMP&G's powerful

hygiene growth

Resurgent brand force in
WFH/business supplies


Procter & Gamble (PG)the leading personal, home & business care brandmaker, continued to report healthy results in Q2'22. Powerful marketing & ad campaigns are winning market share in towels, tissues & detergents eg Charmin, Dawn, Bounty, Tide & Febreze

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HuntJB driverJBHunt high on 

'essentials' drive

Huge demand for Truck
load & contract services


JBHunt
 the $12Bn US transportation giant reported strong demand in Q4'21. Long haul demand recovered strongly enhanced by integrated capacity, higher value truck loads for essential goods

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Screen Shot 2022 01 18 at 1.05.11 PMUnilever under
investor pressure

CEOs long hygiene+green
plan draws 'profit' critics


It's all happening at hygiene giant Unilever. £7Bn was wiped off its market cap today amid worries over a major takeover move for Glaxo’s healthcare division. Meanwhile, an influential shareholder has voiced criticism of ceo Alan Jope for obsessing about sustainability v fundamental profit growth performance. We analyse developments

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Screen Shot 2022 01 18 at 4.29.52 PMBiC inks big D2C
skin creative deal

Expands interest in DIY
personal care & expression


As consumer attitudes shift towards personalisation and creativity, pen and shaver maker BiC is expanding its focus on human expression through the acquisition of an industry leader. BiC aims to be a market leader of the DIY skin creative market...

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Veritiv truck sunsetVeritiv vexation.

Bain out, but in
big w/Imperial?

Merger speculation fades
VC prefers ragbag rollup?


Bain Capital
held a 15% stake in paper & packaging wholesaler Veritiv up until 2019 when it bought competitor Imperial Dade and made 27 acquisitions through Jan'22. There was speculation Bain would buy Veritiv as a distribution platform for Imperial...market cap was extremely low. Still on or will Bain invest in its own platform?

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OPocalypse now Mar17Economic relief
endangerment?

Dealers off life support
seek urgent fire sale exit


As government economic relief ends there has been a wave of OP dealers offering themselves for urgent sale. Meanwhile, wholesalers are raising service charges? The perfect storm of weaker 'holesale support; higher WFH 'cost to serve' delivery; #AMAZONIFICATION; slow supply chain and continuing Covid imperil dealers future....

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Lucy home working 21PC "centre of work,
learning & leisure"

Canalys & Gartner assess
'watershed year' for mkt


Market researchers Canalys and Gartner data showed PC sales continued to grow at double-digit%'s in 2021, but analysts offered different assessments of Q4 2021/22 trends. We analyse the performance of leaders Lenovo, HP and Dell....

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Screen Shot 2019 06 18 at 11.00.08 AMManutan makes
steady progress

Euro business supplier
gains v Staples/Depot


Manutan
 the €800m in sales, European business supplies distributor reported staedy growth results in Q1'22. Based on the failures of Staples, Office Depot it may be winning market share in a Covid hit marketplace. We speak with ceo Xavier Guichard

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Screen Shot 2022 01 16 at 7.23.14 PMFedEx/UPS hike
prices in unison

'Cartel' behavior powers
obscene duopoly profits


Leading transportation giants FedEx and UPS announced identical price increases in January'22 after double-digit price hikes in 2021. The duopoly have been acting in unison for years without FTC challenge, skewering SMB's and consumers alike. Meanwhile, Amazon's expanding fleet has overtaken the complacent colluders...

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not yesterday's news tomorrow."

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