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  • stairway to heaven 2017WFH Winners
    expose Losers

    Personalised productivity
    service providers to users
    gain local brand identity


    Amazon's
    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
    demand+economy+Covid


    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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donahue paul GenPts presGenuine parts with 
SPR. No comment

NAPA & Motion's Covid hits
softened by acquisitions


Genuine Parts Company (GPC)
the $19Bn parent of NAPA, Motion andnow sold SPRichards, reported a steady performance in the Covid hit Q2'20. CEO Paul Donahue made little comment on the disposal of the SPR business. 

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Lutke Tobi Shopify 2020Shopify soars
w/entrepreneurs

Accelerates growth:1M+
indies on MCom platform


Shopify
the specialist MCommerce platform for business supply entrepreneurs grew rapidly in Q2'20 to 1Million independent partners. It has reinforced marketing prowess with distribution services; can it match Amazon's delivery execution?

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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

Read more ...

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elisman boris acco slipsAcco: slip, slides
away more steeply

Business supplies hit by
Covid & low WFH sales


Acco Brands
, ex-OP brand leader, continued to report a steep sales decline in Q2'20. The complacent CEO Boris Ellison has failed to adapt to the broader business supply market opportunities and continues to double down in the extinct OP segment?

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plantronics lady painPoly plummets
post Plantronics

CEO gone, interim chief
writes off the kitchen sink


Poly (ex-Plantronics),
former leader in audio & video comms for business, reported disastrous sales in Q1'21 including the extravagant, failed Polycom merger. The new interim chief, has written off substantial goodwill on the deal and now presides over a sinking ship

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kowlzan mark pca presentingPCA: Paper crash!
Packaging on par

Pricing/protectionist power
diminishes; imports surge


US #3 packaging maker Packaging Corporation (PCA inc. Boise Paper) reported collapsing Covid hit Q2'20 financial results. Packaging sales were resilient whilst paper volumes plunged by half

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Screen Shot 2020 07 28 at 1.17.26 PML y s o l  lifts
Reckitt results

Double digit demand
for Dettol & Nurofen


Reckitt Benckiser, the £15Bn UK based international consumer hygiene & health products giant, reported powerful results spiked by Covid induced demand for sanitisers and cleaning supplies

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systemax global indSlimmer Systemax
sustains strength

Global Industrial Supply
focus on PPE boosts sales


Systemax,
the newly focused industrial supply reseller, withdrew from the IT business, with the sale of its French business, to focus on US w/Global Industrial Supply. Sales were down only slightly supported by strong PPE sales

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Starbux masked serverStarbux burned
but not broken

Covid casualty recovers
w/mobile & AOV surge


Starbucks, the international personalised coffee services giant, reported Q3'20 results which as expected were dire during the 3 month China & US market lockdowns. CEO Kevin Johnson opened up China w/US progressively opening via mobile & drive thrus

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Screen Shot 2020 07 29 at 2.45.40 PMKodak's medical
moment mounts

US Govt loan lifts laggard
to make a dodgy drug


At the direction of President Trump, the US International Development Finance Corporation signed a letter of intent to lend Kodak $765m to commence a Pharma operation to make the controversial & unproven hydroxychloroquine (HCQ) drug. 

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not yesterday's news tomorrow."

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