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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

    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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Productivity leaders 2019Dealer Champions
of Productivity '19

Will lean stocking dealers
surpass stockless etailers

We've concluded the Proficiency Index Dealer Productivity Championship 2019, the most universally accepted indicator of dealer profitability. Dealers have submitted sales forecasts for 2019/current employee numbers (FTE's). We've finalise the numbers and publish championship leaderboard today. Updated

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quinlan tom LSCLoser LSC Comms
to be relegated

OP brands graveyard's
death spiral bottoms out

LSC Communications
(parent of TOPS, Pendaflex, Ampad, Quality Park brands),
today announced that New York Stock Exchange will delist its common stock and trading has been suspended immediately.

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Engel john WESCWesco wants
electric fusion

$8B leader makes $3B
offer to outbid PE bid

WESCO International,
a leading provider of electrical, industrial services, is seeking to acquire a rival distributor to double its sales volume to $17Bn in $3Bn bid 

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Frosty PP Christmas drones 2015Merry Christmas!
Happy New Year!

To all readers. Don't miss
'19 Reviews '20 Predictions

2019 was a tough year for business supplers with a slowing and uncertain economy in US & UK. Sadly, it was an 'OPocalyptic' year for the traditional OP industry, as the perfect storm of consolidation, secular decline, vultures & Amazon attacked. Make sure you renew your Proficiency Post Subscription and get the most insightful market analysis and best guidance for success in Megatrends 2020

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bezos jeff amazon chainsawAmazon urged
to split etail biz

'Abuse of power' control
against resellers & brands

Paul Davis
, who was Jeff Bezos’ second hire at Amazon in 1994, claimed it should be forced to separate the Marketplace, between 3rd Party merchants from its core etail business that stocks and sells products itself.

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Screen Shot 2019 12 23 at 5.00.51 PMAmazon aces
own delivery 

FedEx fired, expects to
overtake UPS by 2022

is "on track to deliver 3.5Bn packages by the end of the year" via its in-house delivery network.  Moreover, it is on course to be double that quantity by 2022

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Christmas crackers 2017Xmas Crackers
& Top Turkeys

Fun reflections on an
OPocalyptic, paperless
year of consolidation

MERRY CHRISTMAS!! 2019 will go down as another tough year for ‘turkeys’ (aka vultures) citing ‘political uncertainty' excuses as causes of failure. For progressives it’s been another cracking year of growth in new business supply categories: hygiene & safety; refreshments & food service, plus packaging.

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Screen Shot 2019 12 24 at 12.16.13 AMAMZN Everything
store lost control? 

Own Goals point to Prime
power failure w/partners

20 years ago, Amazon opened its 'Everything Store' for anyone who wanted to sell something. Then it began demanding more out of them writes NYTimes Karen Weise. 2019 may go down as the year it lost control of its business & partnerships with 10 own goals conceded

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Williams John Domtar DumpsterPapermakers'
p e r s i s t s . . .

Importers "dump" attack
again led by Domtar&Co

and other domestic papermakers are rumoured to filing another anti-dumping request with the US Department of Commerce to address the increased level of imports from asia

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OPocalypse now Mar17Old Pointless
& Incomplete

State of Industry Report:
Yesterday's Views Tmrw

OPI/Martin Wilde Associates
is launching its 'State of the OP Industry' report. What's there to know? It's dying and unless participants compete by reinventing themselves to provide users with personalised productivity services in the broadline business supply world they can wave goodbye.... 

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ppnew on mobile US 2018

ppnew on mobile UK 2018

"Tomorrow's News Today,

not yesterday's news tomorrow."

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