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  • Screen Shot 2019 05 21 at 2.25.45 PMEtailers escape
    from reality...

    Casual customer dating
    does not sustain growth

     
    Five years ago, we reported that the rapid OP etailer expansion was peaking, as a result of Amazon's aggression and the incidence of high customer churn from its disloyal 'casual dating' model. Progressive resellers exercising a deep customer intimacy model have achieved sustained success as etailers escape the market...

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  • Screen Shot 2019 05 21 at 10.44.17 AMStanley's Smart
    factory project

    New Craftsman tools plant
    opening in Summer 2020


    Stanley Black & Decker
    , the $14Bn tools, storage & OP maker plans to open a new Craftsman manufacturing plant in North Texas. This follows the launch of its Manufacturing 4.0 Centre of Excellence centre in Connecticut last month

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  • Screen Shot 2019 05 21 at 9.51.36 AMExertis Plugs
    bold progress

    International expansion
    drive v top broadliners


    UK Based tech reseller Exertis held its annual 'Plug In' partner event last week, in the illustrious surrounds of Silverstone race track. New group MD Tim Griffin outlined his differentiation plans v international powerhouses Ingram & TechData....

     

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  • menear craig.HDHome Depot's
    growth sliding

    PRO wholesaler model
    outpaces slow DIY sales


    Home Depot
    the $108Bn+ home & business improvement supplier again reported slower growth in direct sales. In contrast its $3Bn PRO (ex Supply Works) wholesale division is gaining strength with business service providers....

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  • HP death of the printerPrinters plunge
    in Europe Q1'19 

    Context research confirms
    brand leaders sales trends


    Sales of printer hardware through distributors in West Europe (WE) were sharply down by 4.2% in Q1 2019, according to the latest distribution data published by CONTEXT.

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Screen Shot 2019 05 09 at 10.40.36 AMK-Cup coffee
pods perking up

KDP adds big brands to
stable: Evian, Core, Peets


Keurig Dr. Pepper,
the newly formed $11Bn beverage giant confirmed the addition of more iconic brands to its portfolio in Q1'19 results. Meanwhile, its core coffee results were stronger, but still need of extra shot of espresso




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Veritiv truck sunsetVeritiv veers fast
towards sunset

Falling demand not saved
by big price increases


Veritiv, the leading US paper & packaging wholesaler, continued to suffer declining printer paper demand not offset by big average price increases. How much longer will investors tolerate this imploding acquisition target?




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Screen Shot 2019 02 20 at 10.24.48 AMConduent sinks
out of control 

Post Xerox spin off, sales 
& losses dive. CEO bales


Conduent
, the much hyped ex-Affiliated Computer Services company, now 2 years separated from Xerox, declined dramatically in sales again in Q1'19. The CEO announced his departure yesterday....




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koike tosh brother lrBrother inks flat
printing in US/EU

Printer & supplies sales
outlook expects pick up?


Brother International
the $6Bn document services & printermaker, reported a sales and profits decline in Q4'19 primarily from markets in the US, Europe & Japan




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Depot sinking shipDesperate Depot's
delusional deceit

'Smudger' Smith's sinking
ship holed below waterline


Office Depot/Max,
 continued to sink in Q1'19. Core sales are plunging, disguised by acquisitions; the toxic takeover of Compucom; and failure of its dodgy services strategy. We analyse CEO Gerry 'Smudger' Smith's hollow hype and misleading Q&A session. Will Alibaba come to the rescue?




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vistar truck roadHi Performance
FaB wholesaler

Big Vistar sales, supports
business supply resellers


Performance Food Group (PFG inc. Vistar)
, the leading food & beverage services wholesaler in the US recorded powerful growth in its Q3'19 report




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Screen Shot 2019 05 07 at 4.24.23 PMNestle integrates
regional delivery

Cuts 4000 jobs & moves
from direct to store model 


Nestle USA
 plans to exit its frozen direct-store delivery network for pizza and ice cream and transition to a RDC warehouse model it uses for its frozen meals and snacks businesses. 




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Screen Shot 2019 02 06 at 12.38.38 AMEnergizer gets
battery charge

New Acquisitions boosts
slowing demand growth


Energizer Holdings the personal, household care and battery maker reported a huge hike in Q2'19 results boosted almost entirely by acquisitions. Can the conglomerate drive real growth in the strong markets it has entered?




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Screen Shot 2019 05 07 at 1.24.16 PMFakebook's $5Bn
FTC fine is feeble 

Top Senators feel Firewall
breach penalty a "bargain"


Two top senators—one Rep and one Dem—are urging the Federal Trade Commission to set a "resounding precedent" against Facebook in its ongoing negotiations over the Firewall breach of privacy settlement, writes Timothy Lee. Perhaps a year's profits c$20Bn+ penalty would be more effective, plus tighter restrictions...

 




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burton joe plantronix presPoly progresses
post Plantronics

Unified Comms, Enterprise,
consumer/services strong


Poly (ex-Plantronics)
, a global leader in audio & video comms for business, reported strong organic growth in Q4'19, boosted by the Polycom merger




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joshi vyomesh 3ds3D S y s t e m s 
sinking steeply

Roller coaster demand
slides as services suffer


3D Systems
announced increased sales but continuing losses for Q1'19. How mucxh longer will shareholders tolerate Ex-HP VJ Joshi failure to lift sales amd make profits? 




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Screen Shot 2018 12 04 at 9.17.51 AMImperial bags
20th acquisition

Boosted reseller resumes
national roll-up of hygiene,
foodservice & pkg v Bunzl


Imperial Dade, the largely Eastern Seaboard US reseller of hygiene, food service and packaging supplies, resumed its rapid roll up of regional specialists following the new capital injection of Bain Capital, announced last week. 




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disconnected dealer2Disconnected
dealers act now!

Old motive: High GP's;
New: User productivity


Late last century, normal OP dealer motivation was maximising margins and maintaining relationships with stationery buyers. Enter the digital 2000's, Amazon has led the market with personalised service beyond the buyer to Lucy, the typical user chooser, with faster delivery service across a broader business supplies selection. Time to go beyond the buyer! Complete

 




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smith gerry odp speed 18D e p o t  sign
XPO sales pro

CEO Smith hires new
Business Supplies EVP


After at least 12 years of tailspinning sales at Office Depot, CEO Gerry Smith has hired a new Business Supplies Division (BSD) chief, probably the first senior executive with relevant sales organisation experience. Can the new guy reverse the disintegration of the $4Bn+ division? 




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Screen Shot 2019 05 02 at 6.13.13 PMWill Bain expand
hygiene interests
further or flip? 

Bought & IPO'd HDSupply;
Next: Diversey & Imperial?


VC Bain Capital an original investor in Staples has invested in the FM/Hygiene supply market in recent years. In 2017, it bought a top hygiene brand Diversey from Sealed Air and last week took a majority stake in Eastern US jansan reseller Imperial Dade. What's the plan? We look at the options to invest further or flip? Complete




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Screen Shot 2019 05 06 at 9.03.32 AMSysco serves up
slowing growth

US market steady but
International slowdown


Sysco
, the leading $60Bn in sales food services provider to restaurants and business reported solid profits in Q3'19, but slowing sales growth especially in Europe. 




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Latest Frost Bites

Etailers escape from market reality

Screen Shot 2019 05 21 at 2.25.45 PMEtailers escape
from reality...

Casual customer dating
does not sustain growth

 
Five years ago, we reported that the rapid OP etailer expansion was peaking, as a result of Amazon's aggression and the incidence of high customer churn from its disloyal 'casual dating' model. Progressive resellers exercising a deep customer intimacy model have achieved sustained success as etailers escape the market...

Read More...

Etailers maul Mall retailers

Bezos godzillaEtailers maul
mall retailers

Death by 1000 cuts
for department stores


Seeking Alpha analyst Wolf Richter reports on the rise and rise of ecommerce at the expense of retail stores especially, the mall locations. We discuss and analyse his findings... Later today

Read More...

Is it all clicking for Wayfair?

Screen Shot 2019 02 22 at 9.25.47 AMIs it all clicking
for Wayfair?

Skyrocketing sales. What
about service & profits?


"Wayfair
, the #1 US furniture reseller is a newly minted Fortune 500 entrant. It has two visionary founders, 2,300 data geeks, and skyrocketing sales. Now it just needs to turn a profit" writes contributgor Jeffrey O'Brien. We discuss his article plus its growing delivery service issues weighing on the brand

Read More...

Amazon v Walmart War - Who's winning?

Amazon v walmart sumoAMZN v Walmart
War. Who wins?

US #1 retailer online sales
tiny compared w/Godzilla


Walmart's
 steady growth trend has attracted praise from financial press. However, its important to get real when comparing progress v #1 Amazon. Godzilla's US sales online are 6X v Walmart from faster webstore experience & delivery service. We compare the key metrics.....Updated

Read More...

Will tariffs trump private label lemmings?

Screen Shot 2019 05 14 at 8.35.32 AMWill Tariffs trump
PLabel lemmings?

China Trade War threatens
price hikes for bigboxes


The huge hike in tariff rate to 25% proposed on Chinese imports will almost certainly be passed on where possible to consumers. However, will businesses resist particularly on paper-related private label products? Updated

 

Read More...

Disconnected dealers - 2019 Update

disconnected dealer2Disconnected
dealers act now!

Old motive: High GP's;
New: User productivity


Late last century, normal OP dealer motivation was maximising margins and maintaining relationships with stationery buyers. Enter the digital 2000's, Amazon has led the market with personalised service beyond the buyer to Lucy, the typical user chooser, with faster delivery service across a broader business supplies selection. Time to go beyond the buyer! Complete

 

Read More...

Will Bain expand hygiene further or flip?

Screen Shot 2019 05 02 at 6.13.13 PMWill Bain expand
hygiene interests
further or flip? 

Bought & IPO'd HDSupply;
Next: Diversey & Imperial?


VC Bain Capital an original investor in Staples has invested in the FM/Hygiene supply market in recent years. In 2017, it bought a top hygiene brand Diversey from Sealed Air and last week took a majority stake in Eastern US jansan reseller Imperial Dade. What's the plan? We look at the options to invest further or flip? Complete

Read More...

Alibaba to grab Office Depot?

Screen Shot 2019 04 29 at 1.05.04 PMWill A l i b a b a
grab  D e p o t?

China partner to rescue
desperate one cheaply?


Alibaba
, the Chinese based global ecommerce marketplace giant, formed a 'collaborative partnership' with Office Depot last month. What is Alibaba's intent given that it has yet to penetrate the US market successfully? Complete

 

Read More...

Fastest delivery speed winner? WMT, TGT or AMZN?

amazon prime deliveryFastest delivery 
speed winner?

Analyst: "WMT & TGT
steps ahead of Amazon"


"Traditional  retailers "Walmart and Target are a step ahead of Amazon in delivery moving to same-day" according to retail equity analyst John Zolidis. Keep up, Amazon have been delivering same day to the world's major cities progressively since 2014.

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Will Amazon's CRaP strategy crater?

Bezos unhappy stretchedWill AMZN's CRaP
strategy crater?

Do private label ex-China &
split delivery plans bode ill?


Amazon's
etail growth rate has slowed dramatically over recent quarters. Meanwhile, it's cutting its 'CRaP' defined products; shifting to imported private label; cutting back on small vendors; and splitting deliveries into multiple drops. We discuss the consequences...Updated

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