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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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Leahy christine CDWCDW captures
contract market

Double digit gains in all
markets inc.UK/Canada


CDW
, the $16Bn US/UK reseller of IT products and services, reported strong growth in Q1'19 including continued strong growth in Corporate/SMB, Health Care and UK markets.....




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Screen Shot 2018 12 04 at 9.17.51 AMImperial bailed
by Bain Capital?

7th vulture capitalist joins
the asset stripping party


Bain Capital Private Equity
has acquired a majority stake in Imperial Dade, the US food service and jansan distributor. Current VC investor Audax will retain a stake in the rapidly rolled-up reseller that was having indigestion and financial difficulties




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Williams John Domtar DumpsterDomtar demand
drops, prices up

Capacity cuts paper output
Personal Care sales weaker


Domtar Paper reported improving Q1'19 financial results. although Its investment is faltering. Obfuscating CEO John Williams still needs to be more transparent on declining volume trends and reinvention plans.




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Screen Shot 2019 05 02 at 9.18.36 AMStaples partner 

w/FedEx shipping

Canada deal similar to the
USPS partnership pre 2017


FedEx
has reached an agreement with Staples that will see 305 Staples locations house full-service 'ShipCentres' within their stores across Canada. This destination driver looks a lot like the USPostal Service partnership ended in 2017




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Screen Shot 2019 01 29 at 10.25.50 PMAging Apple
ascent arrested

iPhone refresh retarded?
China demand curbed.
Healthy Watch wave up!


Apple, the ultimate personal productivity tools provider, again reported slower sales and profits in Q2'19 hit by declining iPhone sales as users wait for 5G versions next year. Samsung Mobile earlier today reported less steep declines




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Van de Put dirk brands mondelezMondelez losing
its snack bite?

US/EU markets slowdown.
Emerging markets strong


Mondelez International
, the $26Bn in sales, international brand snackmaker (e.g. Cadbury, Oreo), today reported steady organic Q1'19 results. Is new CEO Dirk van de Put in denial about market trends and facts?




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Screen Shot 2019 05 01 at 4.55.15 PMSlimmer Systemax
sales on a surge

Selling French IT business.
Focus US industrial supply

 


Systemax, the tech-industrial supply conglomerate, is planning withdrawal from the IT business with the sales of its French business to focus on US industrial supply...




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baker doug ecolab brandsEcolab elevation
rate in slowdown

New business gains across
all markets + acquisitions


EcoLab
the $14Bn in sales, cleaning & hygiene supplies giant to the health care and food services market, reported slower growth in Q1'19




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darrell brack logiLogitech zooms 
in video comms

Mobile, Collab & Gaming
grow strong in US/EMEA


Logitech International,
the $2.8Bn personal tech accessories maker reported record setting results in Q4'19. CEO Bracken Darrell was bullish about mobile & video collaboration prospects in 2019




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Screen Shot 2019 04 30 at 4.05.09 PMDSSmith powers
up in packaging  

Sells businesses to IP to
facilitate key acquisition


Packaging powerhouse
DS Smith's CEO Miles Roberts 
said its financial performance continued trading in line with expectations and anticipatied margins to progress further in H2 of financial year ended 30 Apr'19.




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Koh Dong jin samsungSamsung sinks
in mobile & chips

New Galaxy Fold issues
damage sales & profits


South Korean electronics giant Samsung's operating profit plunged 60% in Q1'19, as the company grapples with the delayed launch of its troubled Galaxy Fold phone and waning demand for its memory chips.




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Screen Shot 2019 04 29 at 2.33.32 PMAMZN's freight
foray disruption 

Undercuts nationwide
transportation prices 


Today, freight brokers’ and carriers’ worst nightmare came true: Amazon has taken its digital freight brokerage platform live and it is undercutting market prices substantially




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norris mike ccenter logoComputacenter
continues growth

"US acquisition going
astonishingly well" CE


Computacenter
saw UK revenue growth in Q1 despite a large software deal in the same quarter last year creating a tough comparison. Progress in the US acquisition made last year is going "astonishingly well" reported CEO Mike Norris. 




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Eakes mark millerEakes doubles
down Nebraska

Acquires another dealer.
Now 15 locations in state


Eakes Office Solutions
based in Grand Island has made another neighbour acquisition in Nebraska to consolidate its leading position in the state. We speak with chief Mark Miller...

 




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van hoten frans philips groupPhilips' personal
care success

Healthcare sales rising
inc. provider productivity


Philips
, the Dutch diversified healthcare tech & consumer lifestyle giant reported steady sales growth and higher profits in Q1'19. The shift towards health care systems was emphasized...




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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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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

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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

 

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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...

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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