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  • Beacham Wayne SPR ABC12Will ODP Federate
    or frustrate Dlers?

    Will angst over wholesalers'
    plans fuel acquisition drive?


    Beleaguered
    Office Depot
    made its 10th dealer acquisition in May, since its Federation drive started in Oct'17. PP sources understand another batch may join in Q3. Given Depot's fragile market capitalisation, what are wholesalers doing to defend a potential dealer exodus? Updated

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  • vulture staples removerStaples stokes up
    supplier #STRESS

    Combined buying squeeze
    expected to gain $250m

     
    As indicated at Essendant's CORE event in Feb, Staples has combined purchasing power and demanded substantial cost price reductions from vendors. The big question is what savings will be invested in dealer competitiveness and how much pocketed by vulture capitalist owner Sycamore Partners? We discuss... Updated

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  • Lucy mobile montage v3What Lucy wants
    in business supply

    Mobile webstores, One click,
    human personal service
    Light, more hygienic offices


    Proficiency Index's 15th Annual Businesswomen Buying Survey, primarily users (typically Lucy) with executive power, is more valuable than ever. It provides even greater insight into the latest trends in mobile shopping for business.....Report on Monday

    Read More
  • commodity cliffPapermakers'
    protectionist
    hype persists 

    'High capacity' rhetoric
    unbelievably ridiculous


    The Big 3 US papermakers' cartel behaviour persists. After the Georgia Pacific mill closure saga induced panic buying ahead of a phantom March price increase, distributors stocked to the rafters. Now with demand sliding are the domestic makers propagating near capacity limits to boost another price increase claim? On Monday inc latest papermakers reports

     

    Read More
  • johnsen walt nyse smileA c m e United
    loses sharpness

    Shifts focus to safety
    tools & First-aid kits


    Acme United
    today announced slower sales growth in Q2'19 financial results. Sales of core cutting tools slowed whilst moving successfully into first aid & safety products....

    Read More
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tillis jason robert imperial smileImperial empire
expands West

23rd acquisition fuelled
by venture capitalist Bain


Imperial Dade,
the $1.8Bn rollup of FM, hygiene and foodservice dealers has expanded its geographical coverage to California. with its 23rd acquisition. We speak with CEO Robert Tillis about future consolidation plans...




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vulture staples removerSycamore strips
SPLS $150m divi 

Framingham HQ sold and
leased back at market rate


Sycamore Partners
owner of Staples continues to reduce its equity exposure whilst increasing the debt load and operating costs of the reseller by selling and leasing back the Framingham HQ near Boston. We review the negative effects on the bigbox player....




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office depot vultures break upDeceitful Depot's
disguise downed

Analysts expose empty
organic growth claims


Office Depot CEO Gerry Smith
repeated claims of organic growth in its business supply division (BSD) at the Q1'19 Investor's earnings call. As PPNews reported at the time, real sales, excluding acquisitions, were well down. Now Wall Street is punishing the hollow hype...




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Screen Shot 2019 03 20 at 12.15.31 PMCan AMZN's tree
grow beyond Sky?

What happens when its
domination is complete?
Book market offers clues...


Amazon's 25 year old meteoric drive to the world's #1 business supplier has exploded the proverb that 'trees don't grow to the sky'. But is Godzilla showing signs of grinding out growth with a narrowing of its customer service portfolio; favouring private label over brands; and restricting resellers? We discuss.... Complete




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Screen Shot 2019 06 28 at 9.00.11 AMA p p l e  genius
Jony Ive to leave

Jobs' soulmate design king
put the 'i' in iPhone devices


Apple
founder Steve Jobs' soulmate Jony Ive, British designer of the iPhone and all hardware devices inc. Apple Park is leaving. Not all bad news as his new start up company will provide services to the new committee led design team....




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Screen Shot 2019 06 27 at 1.39.51 PMPepsiCo's plan
to can plastic

Brand leader Aquafina to
go full-on nationwide 2020


PepsiCo
facing an industrywide backlash against plastic, will experiment with putting its Aquafina water in cans. Smart move from the leader in food and beverage supplies to businesses. 




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Screen Shot 2019 06 27 at 1.27.53 PMRecyclers' race
to the bottom?

Where's the green agenda
at Europe's reman event?


Europe’s premier office imaging conference, Recycler Live officially began today in Brussels. Ironically, absent from the agenda was any topic covering a real green agenda tackling carbon zero targetting? We report on proceedings...




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Screen Shot 2019 06 28 at 10.58.27 AMFiducial fades in
French market

Ex-OP top player laggard
in MCom/business supply

 

Fiducial Office Solutions, once a €300m+ OP powerhouse continued on a slow growth course towards the broadline business supply market and the MCommerce imperative. Can new CEO Jean-Yves Sebaoun drive the new growth agenda opportunity,. We discuss...




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supplier squeezeProcurement push
=Commoditization

Supply Chain process killing
creativity in race to bottom


The paperless office trend & secular OP market decline; exacerbated by global economic slowdown & toxic tariffs has fuelled the power of 'low-pricing' procurement people. This has accelerated the commoditization trend, killing innovation that drives higher productivity and lower operating costs. Complete




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owen andi HMillerMiller momentum
maintained in US

Strong global sales growth,
but EMEA/Intl orders weak


Herman Miller,
the leading upscale furniture maker, continued to report strong results in Q4'19. Like rival Steelcase it's benefited from strong project furniture market demand. 




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Latest Frost Bites

Will Depot Federate or fragment dealers?

Beacham Wayne SPR ABC12Will ODP Federate
or frustrate Dlers?

Will angst over wholesalers'
plans fuel acquisition drive?


Beleaguered
Office Depot
made its 10th dealer acquisition in May, since its Federation drive started in Oct'17. PP sources understand another batch may join in Q3. Given Depot's fragile market capitalisation, what are wholesalers doing to defend a potential dealer exodus? Updated

Read More...

Staples stokes up supplier #STRESS

vulture staples removerStaples stokes up
supplier #STRESS

Combined buying squeeze
expected to gain $250m

 
As indicated at Essendant's CORE event in Feb, Staples has combined purchasing power and demanded substantial cost price reductions from vendors. The big question is what savings will be invested in dealer competitiveness and how much pocketed by vulture capitalist owner Sycamore Partners? We discuss... Updated

Read More...

Papermakers protectionist propaganda persists

commodity cliffPapermakers'
protectionist
hype persists 

'High capacity' rhetoric
unbelievably ridiculous


The Big 3 US papermakers' cartel behaviour persists. After the Georgia Pacific mill closure saga induced panic buying ahead of a phantom March price increase, distributors stocked to the rafters. Now with demand sliding are the domestic makers propagating near capacity limits to boost another price increase claim? On Monday inc latest papermakers reports

 

Read More...

Dealers decision time dilemma

Screen Shot 2019 06 25 at 2.31.10 PMDealers' decision
day dilemma: sell,
merge or invest?

How wholesalers hold key
to biz supply growth plans

 
Back in 1994, the OP wholesalers led the stockless dealer drive that fuelled the expansion of single source supplier success. Now with uncertainty surrounding wholesalers' future, its decision making time for dealers. We explore the options available for those who are committed to becoming broadline business suppliers. Updated

Read More...

Logistics leaders lead slowdown

Screen Shot 2019 07 15 at 12.08.02 PMLogistics leaders
lead slowdown 

UPS, FedEx, XPO, JBHunt
CSX deliveries demand flat


Q2'19 results season is upon us with consumer & business supplies' brand CEO's expected to report a further slowdown that started in Q3'18. Leading laggards are the logistics giants including FedEx, JBHunt, XPO, CSX & UPS. We preview the trends....Updated

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Paperless drive paused by protectionists

paper clogged office'Paperless' paused
by protectionists

Paper group force promo
change from 'Greenwash' 
even w/environment harm

 

Big businesses have removed or changed their messaging since the inception of pro-paper campaign group Two Sides in 2008. Accused of 'greenwash' those promoting a  paperless comms future based on greater speed, efficiency and carbon emission reduction should be regroup and focus on the positives of digital comms. 

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Is Amazon screwing you on Prime Day?

Screen Shot 2019 07 14 at 1.14.36 PMWill AMZN Prime
Day screw you?

Fast Company say Sale
event is a consumers con 


The ads are incessant for Prime Day, Amazon’s two-day shopping event for members only, July 15 and 16. Perhaps you even caught the live-streamed Taylor Swift concert that kicked off the festivities. Fast Company's Mark Wilson reckons its a con. We discuss his case....

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Facebook FTC fine a slap on the wrist

zuckerberg mark facebook handFakebook fine a
'slap on the wrist' 

$5B penalty pales comp/w
Google $22B for less crime


The US Federal Trade Commission (FTC) has agreed to a $5bn settlement with Facebook over it's deceitful use of private data. e.g. selling info to Microsoft. 'Fakebook' even violated a firewall & budgeted the penalty precisely. Who's Zucking who?

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Newell Brands beyond nervous

Screen Shot 2018 09 17 at 7.08.34 PMNewell Brands in
never never land

What's latest w/Sharpie
& Rubbermaid assets?


The collapse of the Newell house of brands post the disastrous $16Bn Jarden acquisition in 2016 continues. The uncertainty hanging over the heads of executives leading valuable assets is palpable. What's next for brands like Rubbermaid, Papermate/Sharpie, Dymo, Elmers? We discuss.... later today

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SPOT Group 2018 Financial Review

Moulton jon terminatorCan SPOT stop
the bleeding?

Will Vulture Better Capital
terminate or divest the dog


Vulture capitalist Better Capital owner of SPOT, the mongrel mix of Spicers & Officeteam, has reported 2018 financial results. As expected it continued to bleed losses from mismanagement of a dealer group contract and huge paper price increases. Surely, CEO Jon Moulton (pic left) will terminate its tortuous tenure soon?

Read More...

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