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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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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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Screen Shot 2019 04 29 at 3.33.58 PMApply sanitizer
to hike hygiene

3 step 15sec application
saves time cuts bacteria


A shortened 15sec application and a simpler 3 step technique for use of alcohol-based hand rub is as effective in reducing bacteria as the 30sec application & 6 steps recommended by WHO, and should improve hand hygiene compliance.




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usui minoru epson sadE p s o n  i n k s
printer plunge

High cap eco tank strong
VCom & wearables down

Epson, the leading printer and visual presentation products maker continued to flatten in all its product categories in Q4'19 ended 31 Mar'18




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Screen Shot 2019 04 26 at 1.52.15 PMUPM price hikes
hide demand hit

Shifts to Biorefining, pulp 
and plywood investments


UPM Kymmene, the world’s #3 papermaker, again reported declining printer paper demand, offset by big price increases, as it 'repurposes' mills to biorefining, energy & plywood production...




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bezos amazon achilles heelAmazon ascent
abates  a g a i n

Will latest CRaP strategy &
shift to split reseller delivery
cause customer exodus?


Amazon's
powerful
growth decelerated dramatically, but with record profits in Q1'19 boosted by higher product prices and moderated investments in distribution. Business supplies (now 15% mix) growth slowed to its lowest rate ever. 




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amelio bill avnetA v n e t  r o l l e r
coaster slowdown

Electronics sales pipeline
good v slowing economy

 
Avnet,
the slimmed down $20Bn in sales, leader in electronics distribution and services decelerated sales growth in Q3'19, but reported  a strong sales pipeline




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Screen Shot 2018 11 05 at 2.28.08 PMStarbucks brews 
stronger results

How leader plans to roast
coffee shop competition


International coffee giant Starbucks boosted sales at US cafes with new tastes and flavours. Now its speeding up its delivery service in partnership with Uber Eats....




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cogan andrew knoll standingKnoll kicks on
office lifestyle

Office systems weaker.
Lifestyle shift stronger


Knoll,
the leading office furnituremaker, resumed strong growth in the office market in Q1'19 with the strategic growth 'Lifestyle' segment boosted by its European acquisition




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kowlzan mark pca presentingPCA packaging
power steadies

Boise paper sales plunge
as Europe imports surge


US #3 packaging maker Packaging Corporation (PCA) reported steady Q1'19 financial results. Packaging grew boosted by acquisitions, whilst paper volumes declined dramatically....




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Screen Shot 2019 04 27 at 2.39.58 PMPCM's pretence
hypes progress

Losing US market share;

UK acquisitions stalled?


US-based international IT reseller PCM continued its series of dealers acquisitions in the UK. However, its core US business continued to decline as it walks away from low margin public customers. How real is its long term intentions?




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groth magnus essity logoEssity emerging
growth picks up

Price rises boost hygiene
group amid new cost cuts


Essity,
the hygiene & health group spun out of giant papermaker SCA, resumed steady growth progress in Q1'19. Recently it announced an operational management structure that may bode badly for innovation focused on customer collaboration?




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Screen Shot 2019 04 25 at 9.48.28 AMUPS' weather
beaten excuse

Slower US/Intnl volume
boosted by higher prices


UPS the global #1 logistics service growth rate flattened in spite of record ecommerce market activity in Q1'19 e.g. Amazon. Is it suffering complacency e.g. blaming poor weather v more agile competitors?




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sutton mark IP handsIP flat packaging
& paper demand

Volumes decline saved
by higher market prices


International Paper
 reported flat demand in packaging and printed papermaking in Q1'19. Can CEO Mark Sutton continue the reinvention into a power packaging and hygiene products maker?




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meaney bill IRM handsIron Mountain
peaked & flat 

No acquisitions to divert
from slow core growth


Iron Mountain (IRM),
ex-global leader in information services reported poor Q1'19 results. Moreover, its intransparent reporting appears geared to disguise its slow decline and reactive move into digital & cloud storage




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xerox sinkingXerox sales in 
serious sink 

Activist asset stripping
agenda the new focus


Xerox Corporation reported serious declines in Q1'19. Can activist Carl Icahn's appointed CEO John Visentin rescue the tailspinning old tech giant given the complication of Fuji's winning appeal over the foiled merger. Pressure mounts for a fire sale.....




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Screen Shot 2018 10 23 at 9.43.33 AMMMMomentum in
biz supply slips

Steady health care. Weak
safety & industrial outlook


The mighty 3M today reported slowing sales in most business supply categories in Q1'19. The office sector, once powerful, has fallen behind hygiene, safety and health care category trends that are all slowing down




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not yesterday's news tomorrow."

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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.

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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

Read More...

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