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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

    ......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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cook tim apple 21 campusApple aces higher!
Sales +30% v 2019

iPhone, iPads strong. Svcs
sustained.Mac/Watch weak

the ultimate personal productivity tool designer, reported strong sales & profits in Q4'21 boosted by the new heralded iPhone 13 series. WFH sales of iPads continued strong but Watch sales weakened

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Poly Office peoplePoly pulls back

Pandemic plunge

New ceo counting on new
video & headsets revival

Poly (ex-Plantronics) 
the former leader in audio & video comms for business, reported a sales recovery in Q2'22. The new ceo has written off substantial goodwill on the failed Polycom deal and now presides over a relaunch

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lucy starbucksStarbucks steams 
up espresso style

Full recovery in US & China
as customer traffic returns

the international personalised coffee services giant inc. business delivery, reported strong Q4'21 results with powerful growth in China and full recovery from Covid in the USA. CEO Kevin Johnson opened up on transformation plans

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Lutke toby shopify 21Shopify soars

Accelerates growth:1M+
indies on MCom platform

the specialist MCommerce platform for business supply dealers & entrepreneurs grew rapidly in Q3'21 beyond 1M+ independent partners. It has reinforced marketing prowess with distribution services; can it match Amazon's delivery execution? We analyse results

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Keurig lady coffeemakerKeurig brews hot
at home; biz cold

Dr. Pepper brands' strong
'Drink well, Do good' plan

Keurig Dr. Pepper
the $12Bn coffee giant confirmed strong progress with its house of beverage brands in Q3'21 results. Meanwhile, core WFH coffee results were strong even though hurt by the Covid hit business market

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loree james stanley toolsStanley strong
Tools & Storage

WFH market maintains

Stanley Black & Decker
, the $17Bn tools, storage & OP maker's sales were maintained strongly in Q3'21. CEO Jim Loree commented on results fueled by the WFH/DIY improvement drive

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Fisher Mark EnvoyFEMSA refreshed
from hygiene hit 

Essentials optimism rises:
SE/SW Paper acqs boost

the mighty $23Bn Mexican based convenience store & fuel station chain (Oxxothat acquired Waxie-North American jansan + 2 FM/Paper suppliers in 2020 under its Envoy subsidiary, reported Q3'21 results. We analyse and review progress of 3 more acquisitions & future plans with Envoy ceo Mark Fisher

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IP packaging aircraft carrierI P: Packaging
powers ahead

Paper demand recovers
but still well below 2019

International Paper, 
the leading packaging & papermaker, reported a recovery in printer paper demand in Q3'21 fueled by price hikes. CEO Mark Sutton continued the reinvention focus on becoming an international packaging powerhouse with continued positive results

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nadella satya ms saasMighty Microsoft

higher on Cloud

Satya Nadella champions
"everything remote world"

reported powerful growth again for Q1'22. Since CEO Satya Nadella took over 5yrs ago the reinvention and focus on personalisation and mobile technology via Azure Cloud & Dynamics business software continued to produce accelerating growth & superlative, sustained results

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Acco well downelisman boris acco shred
on preCovid norm

Lack of reinvention leaves
ex-OP leader fading force

Acco Brands, ex-OP brand leader, reported a sales recovery in Q3'21 but still down organically v Q3'19 norm. . Complacent ceo Boris Ellison still shows little grasp of the broader business supply market opportunities and continues to double down in the extinct OP segment and gaming distractions?

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