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  • retail-gloom-lady-cart.pngR e t a i l
    R e t r e a t
    R e t u r n s

    Bigbox & trad dealers
    face death by 1000 clix


    The financial media e.g. CNBC, WSJ, FT has been rhetorical in promoting the 'strong consumer' during 2019, almost to the point of denial of the economic slowdown. Now facts are being reported from leading 'WATCH' retailers that confirm sales growth has stalled, hit by tariffs and economic uncertainty. We preview and analyse Q4'19 results. Updated

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  • Icahn chainsaw carlHP's hopeless
    Xerox defence

    Intimidating Icahn leaves
    Lores frozen in headlights


    The absurd $33Bn bid by Xerox driven by Chainsaw Carl Icahn for the 6X larger HP Inc. should not be happening, HP's board is behaving like an underdog talking about an unconvincing "undervaluation" rather than dismissing the dinosaur copier giant, or more positively counterbidding and taking over Xerox's better equipped direct salesforce

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  • target off targetTarget's tumbling
    Q4 sales trends 

    Electronics hit & slower
    BOPUS growth v AMZN

     

    Leading US retailer Target reported decelerating sales growth trends in recent quarters compared with 2018. Q4'19 sales, including the Christmas-Thanksgiving holiday, sales fell in organic terms for the first time in recent years

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  • Screen Shot 2020 01 13 at 12.56.57 PMPurell's pure
    hygiene plans 

    GOJO's new CEO Jaros'
    germ fighting growth aim

     

    Effective 1 Jan GOJO Industries, the Purell hygiene brand maker, named Carey Jaros as CEO. We interview Carey about her plans to accelerate the growth of the 'Purell Solution', to holistically fight the spread of illness causing germs. Tomorrow

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  • 2020 predictions2020 Predictions:

    OPocalypse or
    Opportunity?

    Who will lead the single
    source biz supply market?


    What will happen with Amazon, Apple, Staples, Essendant, SPR, Depot, WBMason, HP/Xerox, Uber, Imperial Dade, SPOT (Spicers-OfficeTeam), EVO/VOW, Westcoast, dealers, groups, wholesalers, manufacturers in 2020. Here are our predictions.... Complete

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Screen Shot 2020 01 10 at 2.48.08 PMBunzl powers up
packaging supply

Stalled distributor returns
to M&A scene with big buy


Formerly acquisitive Bunzl Group, the $12Bn international hygiene, safety & packaging supplier, announced the purchase of a packaging distributor to the US grocery market. Expect more acquisitions in 2020 to boost its slowing organic growth pattern...

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portucel UPM Stora US invasionPapermakers pulp
price fiction plans

Peer protectionist moves
from US' Domtar, IP, Boise


The US major papermaker peers IP, Domtar & Boise are planning 'protectionist' paper & pulp price increases; moreover pressuring the ITC to penalize imports with tariffs. This in spite of falling market prices and a 10% demand decrease. Get real...innovate in hygiene and packaging!

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Gershwind eric MSC ll smileMSC Industrial
slides in reverse

CEO optimism dampened
as tariffs hit trade outlook


MSC Industrial Supply,
a leading $4Bn MRO distributor reported negative results for Q1'20 with CEO Erik Gershwind and customers less positive about the market outlook, hit by tariffs and economic uncertainty....

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Depot Zebra touch deviceDepot distracts
w/touchpoint tech

Zebra to help transform
"customer experience"


Beleaguered bigbox Office Depot is at it again with "transformative" talk. This time itspartnering with Zebra Technologies to help improve the customer experience. All positive plans but are they built on soulless "feet of clay"?

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johnsen walter acme nyse lrAcme accelerates
safety investment

Expands to supply biz
need for worker wellness


Leading cutting tools and safety supplier Acme United has increased its commitment to supplying safety equipment to businesses by acquiring a Canadian specialist producer

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donahue paul GPC 20SPR's wholesale
w i t h d r a w a l?

Will Genuine Parts offload
US operation & to whom?


Genuine Parts Company (GPC)
announced today that it has completed the sale of SPRichards Canada to buying group Novexco effective 1 Jan'20. Is this GPC's first move in the long expected withdrawal from OP wholesaling & who's favourite to take the US division?

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CES2020 reception#CES2020 Top 6
Show Stoppers

Health. Wellness, Privacy.
Security. 5G. Productivity.


The Tech Fest aka #CES 2020 (Consumer Electronics Show) opens tomorrow. Here are 6 big things that will dominate this year's show. From new devices to health boosts to cord cutting to securing privacy, tech has new stuff tthat can make people's lives better. We report live tomorrow

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PG LifeLab CES2020Connected Care
from P&G at CES

Consumer Electronics
Showcase 2020 preview


Mighty consumer & business supplies brand P&G makes its return to #CES 2020 to showcase 'LifeLab' how by combining deep consumer insights and cutting-edge technologies develop connected, innovative products that transform everyday consumer experiences.

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tillis jason rob imperial warehouseImperial makes
26th acquisition

Rapid roll up of jansan
dealers reaches $2Bn


Bain Capital
owned Imperial Dade, a leading US food service & janitorial supplies distributor today announced the acquisition of a major Texas jansan dealer to take sales over $2bn

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Icahn chainsaw carlXerox funds HP
takeover heist

When will HP counter
bid or banish baloney?


Activist shareholder Carl 'Chainsaw' Icahn led Xerox Holdings has secured $24Bn in financing for its $34Bn takeover bid for HP Inc a deal that giant PC-Printer maker is opposing. Silence from CEO Enrique Lores is hardly convincing shareholders. Where is his bold vision of the future, or is there one?

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