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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 06 at 1.02.05 PMDell & VMWare
bait HPE Cloud

Launches Cloud platform
w/MS+Unified Workspace


Founder & CEO Michael Dell
 hit out against infrastructure rival HPE claiming its multi-cloud strategy "isn't going so well" at its 'Dell Technologies World' event last week. Dell/VMWare is growing faster whilst maintaining its 3x size 

 




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Screen Shot 2019 05 05 at 4.35.03 PMMCommerce
C h e c k o u t
challenges

Browse'n'Buy conversion
comparatives low...Why?


Mobile commerce isn't just the future of online shopping and business supply buying — it's closing on half user traffic now. Business Insider Intelligence reports on latest trends and compares the leading retailers user experience and checkout-ability




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Screen Shot 2019 05 05 at 3.10.54 PMAmazon's Blue
Crew courier plan 

Fleet of 20,000 Merc vans
bought for faster delivery

Amazon is planning to hire hundreds of 'Delivery Service Partner' (DSP's) firms to provide faster service in over 50 US cities. 



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Screen Shot 2018 09 17 at 7.08.34 PMNewell Brands'
cards collapse

"Transformational Plan"
hides real growth issues.
Rubbermaid up for sale


Newell Brands, a leading house of business & consumer brands, reported crumbling Q1'19 sales. It's not clear from the departing CEO Mike Polk what real growth strategy is in place as the expensively assembled conglomerate continued to collapse




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Engel john WESCOne Wesco
growth slows

CEO reports March pick
up and brighter outlook


WESCO the $8Bn leading provider of electrical, industrial and MRO supplies, today announced decelerating sales growth in Q1'19 results, but CEO John Engel gave a better outlook based on March sales uptick




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3D boat sinkingStratasys stalls
3D print growth

MakerBot loses less but
growth prospects poor


Stratasys (MakerBot)
like all other leaders in the 3D printing market, reported continued declines in demand. The bubble has truly burst andnow HP leads the shift into the industrial market with HD production model 

 




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long mike arrow lrArrow's flight
losing spark?

Sales growth slows in
comps & computing


Arrow Electronics, the $30Bn in sales global provider of IT products, services reported decelerating sales and profits growth in Q4'18




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Screen Shot 2019 02 22 at 9.25.47 AMWayfair wave
rising rapidly

Sales growth soaring
Mobile orders 53% mix


Wayfair,
the $8Bn US/UK home & office furnishings etailer, continues to blaze a trail, as it scales up rapidly to meet demand from micro businesses. It reported impressive Q1'19 growth numbers again, in spite of well publicised delivery service issues




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mobile webstore masters 2016Mobile Webstore
M a s t e r s 2019

The progressive resellers
that get what Lucy wants


We've hammered home the mobile webstore imperative for 9 years now. Yet still less than 20 resellers in US/UK have responded to Amazon, Wayfair & Staples moves that drive huge sales volumes with users. We review leaders' progress inc. Staples' new webstore... Updated later today 




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elisman boris acco slipsAcco's  s l i p 'n
s l i d e abates

Higher prices slow decline
Hit by bigbox weaknesses


Acco Brands,
ex-OP brand leader, reported continued sales decline in Q1'19. When will the complacent CEO reinvent the company to serve the broader business supply market rather than double down in the extinct OP segment?




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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

 




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Paper drowning stressed guyLSC Comms: Lost,
Sunk & Crashing?

The tailspinning tale of OP
makers race to the bottom.


Messy organisation LSC Communications, parent of old OP brandmakers (TOPS, Ampad, Pendaflex, Quality Park) a spin off from RRDonnelley reported continued sales decline and losses in Q1'19. The agreed Quad/Graphics saviour merger is expected to happen in Q2'19




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dorer benno clorox handsClorox clean but
sliding growth

Chemicals maker boosted
by Nutranext acquisition


Clorox Company, the $6Bn in sales, cleaning brands giant, reported slower organic growth again in its Q3'19 offset by the Nutranext acquisition




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lamneck ken InsightInsight Group's
progress slows

Losing share globally in
strong growing IT market 

Insight Group CEO Ken Lamneck (pic left) reported decreasing sales in Q1'19. The group is lagging other leading and growing IT resellers e.g. CDW, Compucenter, Softcat, Synnex, Ingram & TechData and is not forecasting an upturn? 




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doheny ted sealedair boxS e a l e d  A i r
growth  s l i d e s

Slow packaging demand
boosted by acquisitions


Sealed Air Corporation,
the $5Bn maker of protective packaging for Food & FM products today announced sliding growth trends in Q1'19 with acquisitions boosting product packaging sales. CEO Ted Doheny described a 'reinvent' plan which we found confusing




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ingram micro montage 2014Ingram losing
market share

Owner HNA disposal
doubts drag progress


World #1 wholesaler Ingram Micro's reports Q1'19 results. Meanwhile, Chinese parent HNA is looking to offload with Synnex, favourites to acquire. 




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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

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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

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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

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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

 

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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

 

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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

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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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