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  • stairway to heaven 2017WFH Winners
    expose Losers

    Personalised productivity
    service providers to users
    gain local brand identity

    amazing 40% growth to reach $10Bn in business supplies during the Covid quarter exposed the huge deficiencies in service levels from traditional OP dealers.  Amazon became the default 'first call' supplier for 'Everything WFH supplies'. In spite of its dominance, many responsive progressive dealers pivoted powerfully to the new immediate market standards. We highlight the winners....Updated

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  • Gazelle leaps bigboxLess means more
    P r o d u c t i v i t y

    Wake up to new Touchless
    Paper/Officeless, Spotless
    Wasteless business world

    There's no doubt after 5mos of Covid lockdown & 'WFH' that future trends have been brought forward. Consider the acceleration in technology use by all ages: MCommerce, less commuting, Zoom meetings & conferences; hygiene, safety, health & wellness awareness; protective packaging. Moreover the shift towards a greener more sustainable world. We discuss the trends. Updated

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  • commodity cliffPrint/papermakers
    plunge off a cliff

    OPocalypse: Diminished

    Most leading OP, Paper & Print makers reported severe sales declines in Q2'20. Printer Paper demand is down 60%+ since 2008; another -30% in Q2;the shift to hygiene and packaging is huge. We analyse Q2 results.  Updated today for Domtar

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  • office depot sinking ship350 2Deceitful Depot
    deeper and down

    New 'ODPCorp' 'Max B2B'
    Smith's 'deckchair shifting'
    cliches on a sinking ship

    Newly named ODP Corporation (ex-Office Depot-OfficeMax), sank at a deepening rate in Q2'20. OP core sales were crushed with hygiene essentials in retail & online softening the decline. We analyse CEO Gerry 'Smudger' Smith's hollow & misleading commentary and update on the 'white knight' life saver.

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  • jones yancey snr TSR 20Will SPR investors

    expand biz supply?

    Is narrowline 'holesaler
    just a buying group play?

    After many failed attempts Genuine Parts finally sold SPRichards to an Investor Group led by TSR's enterprising chief Yancey Jones (pic left). What's the plan? Will it continue a buying group bias or invest in broadline business supply to compete with Amazon? We review

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man drowning in paperLSC Comms: Lost,
Sunk Comatose!

The tailspinning tale of OP
makers' dive to bankruptcy

Messy conglomerate LSC Communications, parent of old OP brandmakers graveyard (TOPS, Ampad, Pendaflex, Quality Park) reported steeper sales decline & losses in Q2'20. Complacent CEO Tom Quinlan has been in denial since the split from RRDonnelley and its terminal tailspin inevitably led to failure

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Keurig lady coffeemakerKeurig brews hot
at home; biz cold

Dr. Pepper brands' strong
'Drink well, Do good' plan

Keurig Dr. Pepper
, the $11Bn beverage giant confirmed progress with its house of beverage brands in Q2'20 results. Meanwhile, core WFHome coffee results were strong even though hurt by the Covid hit business market

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Moon Roe Tae samsungSamsung mobile
down, chips up!

New Galaxy Note S20 &
Watch 3 grab headlines

Global electronics giant Samsung's new Moble CEO Roe Tae Moon (pic left) reported disappointing results during Covid: diving mobile and consumer electronics sales, but strong chips sales for servers and PC's. It launched the new Galaxy Note S20 mobile series and next week the Watch 3

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Taylor david PG 20P&G: powerful
hygiene growth

Resurgent brand force in
business supply market

Procter & Gamble (PG)
, the leading personal, home & business care brandmaker, reported strong healthy Q4'20 results. Powerful marketing & ad campaigns are winning market share in towels, tissues & detergents eg Charmin, Dawn, Bounty, Tide & Febreze

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paper glutI P : Packaging
dips. Paper crash

Covid crisis cuts printer
paper demand by half

International Paper,
the leading packaging & papermaker, reported diving demand for printer paper in Q2'20. CEO Mark Sutton continued its reinvention into an international packaging powerhouse?

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kyocera man ptrKyocera crash

in managed print

Components growth can't
offset sinking systems

Japanese print and auto components maker, Kyocera Corporation continued to report declining revenues in Q1'21. The Components business was steady but the Equipment & Systems divisions sales dived particularly MPS/document solutions.

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Screen Shot 2020 07 30 at 2.06.29 PMUPS ramps up
WFHome drops

Strong US sales growth
boosted by Covid crisis

the global #1 logistics provider reported strong US growth in Q2'20 boosted by 'cartel' price increases and record domestic ecommerce activity e.g. Amazon through the Covid crisis. New CEO Carol Tome maintained its lead over fading FedEx

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loree james stanley toolsStanley stymied in

industrial supply

Tools, storage & security
hit by Covid. New acqs.

Stanley Black & Decker
, the $14Bn tools, storage & OP maker's sales & profits growth declined deeply in Q2'20 caused by Covid. CEO Jim Loree is still positive innovations in tools inc. Craftsman brand may help recover some lost ground later in the year

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schneider mark nestle 17Nestle growth

rate intensifies

Consumer coffee & water
strong. Biz market down

Nestle, the #1 food & beverage maker reported strong organic growth in Q2'20. Demand during the Covid crisis predictably strengthened in consumer markets e.g. coffee water and petfood but weakened in the business supplies eg breakroom

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keane robert vistaprint 30V i s t a p r i n t

dramatic reverse

Have multiple acquisitions
stretched beyond control?

Cimpress aka Vistaprint,
the leading online provider of professional marketing services to SMB's, reported steeply declining sales in its Covid hit Q4'20. The loss of key managers, coincident with multiple acquisitions may have stretched CEO Robert Keane's competency?

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"Tomorrow's News Today,

not yesterday's news tomorrow."

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