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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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Tillis Bob Jason imperial 21Imperial bags
43rd acquisition

Rapid ragbag rollup raises
Bain's strategy questions


VC Bain Capital ownedImperial Dade, continued its rapid roll-up of regional paper, hygiene, food service & packaging suppliers in the US.The latest move in the midweat as it stretches coast to coast along a path pioneered by Bunzl. The big question remains: will Bain back brand and systems integration or asset strip and flip?

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Rendle Linda Clorox smileClorox cleaning 
comps curbed

Chemicals maker losing
hygiene market share?


Clorox Company, 
the $8Bn in sales, cleaning brands giant, reported declining sales in comparison with the Covid hygiene boosted Q1'21. New CEO Linda Rendle's optimism was dented, now attention has turned to a cost saving agenda 

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Screen Shot 2021 11 01 at 11.47.47 AMCoke captures
full BodyArmor

Powerade move chases
PepsiCo's #1 Gatorade


Talks have been going on for some time, but Coca-Cola today is set to buy full control of sports drink maker BodyArmor. Coke already took a 30% stake in the brand in 2018, adding a premium drink to its lineup that includes the Powerade label.

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usui minoru epsonEpson printer
power rebounds 

WFH high-cap IJ tanks up
VCom, Wearables strong


Epson,
a leading printer and visual presentation products maker continued to decline, but printing solutions recovered in the US/Euro WFH market. CEO Minoru Usui reported on the temporary demand respite

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Rubbermaid hygen systemNewell writes up

higher hygiene

Rubbermaid resilient; pens
strong BTSchool season


Newell Brands,
 a leading house of business & consumer brands, sales growth normalised in Q3'21, with powerful WFH demand for home appliances, hygiene and writing products.. Can ex-OfficeMax ceo Ravi Saligram maintain momentum iand how will Projec t OVID progress?

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GraiMcPherson DC grainger cuts tapenger gains 

consistent growth

CEO claims market share
wins in FM, safety & PPE


Grainger,
 the $14Bn+ in sales, leading international broadline industrial & business supplier reported a strong sales momentum in Q3'21 "Sales were boosted by hygiene & safety supplies and we gained market share" claimed CEO DGMacPherson

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bunzl driver loadsBunzl bundles up
at a slower pace 

Hygiene sales slowdown
supplemented by US buys

Bunzl, the $14Bn in sales, international business supplies wholesaler, reported decelerating slow growth in Q3'21. Moreover, it confirmed details of another acquisition in the US agricultural supplies market...

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Gallagher Phil AvnetAvnet advance
trend sustained

New CEO accelerates
pre Covid tech demand


Avnet
, the slimmed down $18Bn in sales, leader in electronics distribution & services reported a sustained sales recovery in Q1'22 with Europe & Asia to the fore. Ceo Phil Gallagher (pic left) has made a powerful impact...

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Bezos Jeffamazon head handsAMZNIFICATION
decelerates again

Services/3Pty sellers strong
Biz supplies growth grinds


Amazon's
 phenomenal sales decelerated dramatically for the second time in 24 months in Q3'21, returning to 2019 slower growth rates. Business Supplies growth softened in WFH delivery of 'essentials'. The 'Everything Store' is consumers' 'first call' broadline business supplier and still gaining increased market share. Results analysis complete

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Screen Shot 2021 10 31 at 9.59.06 PMSamsung's surge
in chip demand

Consumer Electronics stall


Galaxy 5G mobiles weaken


Global electronics giant Samsung's semiconductor chief Kinam Kim (pic left) reported tremendous results in Q3'21, . Chip sales continued to surge in a higher demand, under served global marketwhilst consumer electronics and mobiles were disappointing

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