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  • Beacham Wayne SPR ABC12Will ODP Federate
    or frustrate Dlers?

    Will angst over wholesalers'
    plans fuel acquisition drive?


    Beleaguered
    Office Depot
    made its 10th dealer acquisition in May, since its Federation drive started in Oct'17. PP sources understand another batch may join in Q3. Given Depot's fragile market capitalisation, what are wholesalers doing to defend a potential dealer exodus? Later today

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  • vulture staples removerStaples stokes up
    supplier #STRESS

    Combined buying squeeze
    expected to gain $250m

     
    As indicated at Essendant's CORE event in Feb, Staples has combined purchasing power and demanded substantial cost price reductions from vendors. The big question is what savings will be invested in dealer competitiveness and how much pocketed by vulture capitalist owner Sycamore Partners? We discuss... Updated

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  • Lucy mobile montage v3What Lucy wants
    in business supply

    Mobile webstores, One click,
    human personal service
    Light, more hygienic offices


    Proficiency Index's 15th Annual Businesswomen Buying Survey, primarily users (typically Lucy) with executive power, is more valuable than ever. It provides even greater insight into the latest trends in mobile shopping for business.....Report on Monday

    Read More
  • commodity cliffPapermakers'
    protectionist
    hype persists 

    'High capacity' rhetoric
    unbelievably ridiculous


    The Big 3 US papermakers' cartel behaviour persists. After the Georgia Pacific mill closure saga induced panic buying ahead of a phantom March price increase, distributors stocked to the rafters. Now with demand sliding are the domestic makers propagating near capacity limits to boost another price increase claim? On Monday inc latest papermakers reports

     

    Read More
  • johnsen walt nyse smileA c m e United
    loses sharpness

    Shifts focus to safety
    tools & First-aid kits


    Acme United
    today announced slower sales growth in Q2'19 financial results. Sales of core cutting tools slowed whilst moving successfully into first aid & safety products....

    Read More
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Screen Shot 2019 06 13 at 1.37.58 PMTariffying Tariffs
tax businesses

Protectionist play defeats
innovative competitiveness


Many US voters support the tariffs the Trump Administration imposed on imports from China, Mexico etc. However, over half of US distributors & makers actively oppose them according to the latest Industrial Distribution survey.




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Screen Shot 2019 06 07 at 3.02.17 PMAmazon & FedEx
split on deliveries

Late logistics giant reacts
to Godzilla's express needs


FedEx Express 
is cutting ties with Amazon for its $900m+ annual domestic deliveries contract. Is this legendary CEO Fred Smith's conclusion to his constant criticism of the etailers' accelerating service demands?  




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Personalised emarketingPersonalisation

powers sales

Forbes report highlights
AI as essential ingredient


The majority of executives interviewed in a survey conducted by Forbes Insights and Arm Treasure Data say artificial intelligence and machine-learning technology are important in executing their personalization strategy for growth....




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Screen Shot 2019 06 07 at 11.58.17 AMStaples revives 
co-workspaces

'Studio' brand reintroduces
2013 Biz lounge for SMB's


Staples
announced the launch of 'Studio', a refresh of co-working spaces for small businesses first introduced in 2013. First stores include retail locations in Brighton, Danvers and Norwood (Massachusetts)




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Screen Shot 2019 06 07 at 1.14.07 AMB&Noble bailed
by hedge fund

Market cap dived 66% in
4 yrs. Another flip & flog?


Barnes & Noble
is nearing a deal to be bought by hedge fund Elliott Management Corp., as the nation’s largest bookstore chain seeks a new owner following years of deep decline. Will the new owner develop or destruct?




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Productivity to lucyProductivity in
US/UK rising

Obsolete measure omits
new services/gig economy


Both US & UK productivity growth has accelerated and is increasing faster than government stats suggest. The ubiquity
of personal technolgy makesthe trad  'manufacturing index' measurement doubtful in the burgeoning new services & gig economies




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Screen Shot 2019 06 06 at 9.47.37 AMMisco Brand
resurrection?

Members of ex-$400m tech
reseller to ignite UK revival


UK Computer Group 
has acquired the naming rights of former European tech reseller Misco, with the new business to launch next month from its original office base in Wellingborough,




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Screen Shot 2019 06 07 at 12.38.34 PME g a n  R e i d
expands East

4th regional acquisition
marches across UKNE


Egan Reid,
one of the leading UK office resellers has made its 4th acquisition across the northern counties. Each takeover has been complementary in its service specialty, adding to its broadline business appeal....




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Holesale warehouseWhen will half-
source 'holesalers
become Whole?

'93 Stockless Dealer vision
blinded in business supplies


In 1993, US#1 wholesaler United led the 'stockless dealer' revolution. Most progressive dealers in US/UK followed. Today, only Amazon Essendant to a lesser extent, maintain a broadline business supplies service. Meanwhile, the 'narrowliners' are failing, threatening small dealers' survival. We review latest positions... Complete




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Screen Shot 2019 06 05 at 12.31.03 PM'Come Buy with 
me' @WBMason

5 Consumer shows of
customer appreciation


US #1 megadealer WBMason commenced its 2019 series of consumer shows in Philadelphia yesterday. 'The Come Buy with Me' theme continue in Baltimore, Cleveland, Boston and Foxwoods over the Summer/Fall season. We spoke with marketing director Matt RogersFull report here




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not yesterday's news tomorrow."

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Latest Frost Bites

Will Depot Federate or fragment dealers?

Beacham Wayne SPR ABC12Will ODP Federate
or frustrate Dlers?

Will angst over wholesalers'
plans fuel acquisition drive?


Beleaguered
Office Depot
made its 10th dealer acquisition in May, since its Federation drive started in Oct'17. PP sources understand another batch may join in Q3. Given Depot's fragile market capitalisation, what are wholesalers doing to defend a potential dealer exodus? Later today

Read More...

Staples stokes up supplier #STRESS

vulture staples removerStaples stokes up
supplier #STRESS

Combined buying squeeze
expected to gain $250m

 
As indicated at Essendant's CORE event in Feb, Staples has combined purchasing power and demanded substantial cost price reductions from vendors. The big question is what savings will be invested in dealer competitiveness and how much pocketed by vulture capitalist owner Sycamore Partners? We discuss... Updated

Read More...

Papermakers protectionist propaganda persists

commodity cliffPapermakers'
protectionist
hype persists 

'High capacity' rhetoric
unbelievably ridiculous


The Big 3 US papermakers' cartel behaviour persists. After the Georgia Pacific mill closure saga induced panic buying ahead of a phantom March price increase, distributors stocked to the rafters. Now with demand sliding are the domestic makers propagating near capacity limits to boost another price increase claim? On Monday inc latest papermakers reports

 

Read More...

Dealers decision time dilemma

Screen Shot 2019 06 25 at 2.31.10 PMDealers' decision
day dilemma: sell,
merge or invest?

How wholesalers hold key
to biz supply growth plans

 
Back in 1994, the OP wholesalers led the stockless dealer drive that fuelled the expansion of single source supplier success. Now with uncertainty surrounding wholesalers' future, its decision making time for dealers. We explore the options available for those who are committed to becoming broadline business suppliers. Updated

Read More...

Logistics leaders lead slowdown

Screen Shot 2019 07 15 at 12.08.02 PMLogistics leaders
lead slowdown 

UPS, FedEx, XPO, JBHunt
CSX deliveries demand flat


Q2'19 results season is upon us with consumer & business supplies' brand CEO's expected to report a further slowdown that started in Q3'18. Leading laggards are the logistics giants including FedEx, JBHunt, XPO, CSX & UPS. We preview the trends....Updated

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Paperless drive paused by protectionists

paper clogged office'Paperless' paused
by protectionists

Paper group force promo
change from 'Greenwash' 
even w/environment harm

 

Big businesses have removed or changed their messaging since the inception of pro-paper campaign group Two Sides in 2008. Accused of 'greenwash' those promoting a  paperless comms future based on greater speed, efficiency and carbon emission reduction should be regroup and focus on the positives of digital comms. 

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Is Amazon screwing you on Prime Day?

Screen Shot 2019 07 14 at 1.14.36 PMWill AMZN Prime
Day screw you?

Fast Company say Sale
event is a consumers con 


The ads are incessant for Prime Day, Amazon’s two-day shopping event for members only, July 15 and 16. Perhaps you even caught the live-streamed Taylor Swift concert that kicked off the festivities. Fast Company's Mark Wilson reckons its a con. We discuss his case....

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Facebook FTC fine a slap on the wrist

zuckerberg mark facebook handFakebook fine a
'slap on the wrist' 

$5B penalty pales comp/w
Google $22B for less crime


The US Federal Trade Commission (FTC) has agreed to a $5bn settlement with Facebook over it's deceitful use of private data. e.g. selling info to Microsoft. 'Fakebook' even violated a firewall & budgeted the penalty precisely. Who's Zucking who?

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Newell Brands beyond nervous

Screen Shot 2018 09 17 at 7.08.34 PMNewell Brands in
never never land

What's latest w/Sharpie
& Rubbermaid assets?


The collapse of the Newell house of brands post the disastrous $16Bn Jarden acquisition in 2016 continues. The uncertainty hanging over the heads of executives leading valuable assets is palpable. What's next for brands like Rubbermaid, Papermate/Sharpie, Dymo, Elmers? We discuss.... later today

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SPOT Group 2018 Financial Review

Moulton jon terminatorCan SPOT stop
the bleeding?

Will Vulture Better Capital
terminate or divest the dog


Vulture capitalist Better Capital owner of SPOT, the mongrel mix of Spicers & Officeteam, has reported 2018 financial results. As expected it continued to bleed losses from mismanagement of a dealer group contract and huge paper price increases. Surely, CEO Jon Moulton (pic left) will terminate its tortuous tenure soon?

Read More...

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