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  • Bezos Amazon atop mountainHas Amazon's
    ascent peaked?

    Growth decelerates from
    30%+ to 12% in biz supplies


    Seeking Alpha analyst Bluesea Research opines that Amazon's "revenue slowdown provides a big opportunity for investors". We review the article and highlight opportunities for independent resellers. Later today 

    Read More
  • cornell brian target lrTarget maintains
    solid momentum

    Record store traffic boost;
    click'n'collect sales up 40%


    Target,
    the $74Bn in sales US retailer, maintained strong comparable sales growth both in-store & online in Q1'19. Bold CEO Brian Cornell is confounding critics and investing in new products & inventory to facilitate future demand

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  • Screen Shot 2019 05 22 at 12.35.17 PMKelway founder
    acquires SBL 

    Buys IT security & cloud
    specialist growth platform

     

    Leading UK IT reseller Kelway founder Phil Doye has made an industry comeback by acquiring cybersecurity & cloud specialist SBL. Doye departed Kelway in 2017, 2 years after its acquisition by US giant distributor CDW...

    Read More
  • 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
  • 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

    Read More
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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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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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not yesterday's news tomorrow."

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Latest Frost Bites

Has Amazon ascent peaked?

Bezos Amazon atop mountainHas Amazon's
ascent peaked?

Growth decelerates from
30%+ to 12% in biz supplies


Seeking Alpha analyst Bluesea Research opines that Amazon's "revenue slowdown provides a big opportunity for investors". We review the article and highlight opportunities for independent resellers. Later today 

Read More...

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.

Read More...

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