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  • Screen Shot 2023 06 05 at 5.23.45 PMHybrid work is
    W o n d e r f u l !?

    ‘Stay forever’ mantra drives
    productivity & life balance

     


    Working from home (WFH) is part of the worklife balance that Generation Z demands, putting new pressures on employers, writes The Times' James Hurley. “Hybrid work will stay with us for ever,” Ronni Zehavi, ceo of HiBob states. Meanwhile. high profile business leaders argue there is a "loss of creativity". Who's right? We discuss....
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  • Screen Shot 2023 05 27 at 10.47.59 PMIs the 'Greenwash'
    ghost game over?

    Recycled paper pretenders'
    sham sustainability stories?


    There's been much PR and social media postings by makers and distributors promoting their sustainability credentials. How much is genuine and how much is sham posturing aka 'greenwash'? Certainly there are doubts about printer paper claims given the toxic journey between makers, distributors, users, mailing and recycling. We explore....Updated

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  • smith gerry depot deckchair shifter 21Depot distraction
    #24: Fed'n fudge? 

    'Bizarro' Smith's delusional
    dialogue disguises demise


    Beleaguered bigbox ODP Corp (aka-Depot-Max) has leaked that more acquisitions under its faux 'Federation' distraction platform can be expected. With many dealers under pressure post-Govt Covid relief, could major Mid-Atlantic and Carolinas' resellers be in play? We discuss ceo Gerry 'Bizarro' Smith's latest attempt to distract attention away from its dire demise...

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  • End is near callS t o c k l e s s
    endangerment?

    Higher wholesaler pricing
    imperils dealer's survival


    Is the end nigh for stockless dealers? Back in the 2019 'normal' days, dealers were struggling with a slowing economy. Then, Covid crashed the corp office market. Then, Government relief ran out last year. Now consolidation is happening? Moreover, wholesalers raised prices above inflation squeezing dealers competitiveness? The BIG question is how will transactional dealers survive? Should we expect larger progressives to lead an acquisition wave in the business supply market? We investigate latest market views. Later today ...

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  • disconnected dealer box lucy walkAre limping locals 
    resting on laurels?

    User disconnected? Weak
    webstores? Transactional
    not productivity svcs driven


    'Buy Local' 
    campaigns have been promoted by dealer groups for 30 years, largely as defensive plays v bigbox attacks. But, what user benefits do they offer in terms of personalized productivity gains v the increasingly local and faster Amazon army of resellers? We discuss and offer guidance...Updated

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bezos jeff amazon supermanAmazon aces
analyst cynics

• Biz Supply +32% $26Bn
• Gross profits now 34%
• AWS up 81% to 8% mix


Amazon
reported amazing accelerated growth in Q2'15 whilst maintaining powerful investments in new fulfilment centres, AWS and wholesale services. Business supply now represents 25% of its $110Bn sales forecast in 2015. Shares soared 18% today and still rising!

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schultz starbux spking

Starbucks strong
& tastier growth

Opens cafe emporium.
Testing delivery service


Starbucks,
the leading worldwide coffee reseller, announced impressive results for Q3'15 sales and profits are accelerating

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Carruthers court graingerIs Carruthers
Staples slated?

Will ex-Grainger COO
be Sargent designate?


When MRO/industrial supplies king Grainger's CEO Jim Ryan announced the departure of young star Court Carruthers, speculation mounted on his new assignment. We would not be surprised to see him join Staples... 

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WESCO TruckOne Wesco
losing spark

Demand decelerates,
hit by Energy sector

 

WESCO a leading provider of electrical, industrial, and MRO supplies, today announced slower Q2'15 results.

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Bezos amazons robin hoodAMZNIFICATION
Unstoppable!

•Biz supplies up 30%+

•AWS Cloud now $10Bn
•W/Sale services soar


The Amazon armada is relentless. Jeff Bezos aka Robin Hood everyday announces new local business services; next-hour delivery over wider geographies. Later today it reports Q2'15 results, on track for $105Bn sales in 2015 ($26Bn #1 business supplier)

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Askren stan HONHON powers
strong growth

Demand for contract
& office furniture solid


HNI (HON + AllSteel) Corporation
, a leading US furniture maker, reported strong Q2'15 financial results. The furniture market is on a roll....

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Essendant montage 2015Essendant pace
slowed by OP/IS

Acquisitions unable to


offset OfficeMax loss.
IDC momentum slows


Essendant (ex-United), the US #1 business supplies wholesaler, reported decelerating sales and profits growth for Q2'15 ended 30 Jun'15. Updated for webcast analysis

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KC pro teamK-C: leaner &
cleaner growth

Personal prof care US,


International stronger

 
Kimberly-Clark (K-C) the global personal hygiene brands maker, reported solid Q2'15 results. The FORCE continuous improvement processes are working…

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3M executive and products 2012MMMomentum
up in biz supply 

Good growth in safety,
health care & OP in US


The mighty 3M today reported strong organic growth in sales in its business supply categories in Q2'15, but was hit by negative currency impacts

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interline truck rearInterline Brands
joins H/Depot

Ex-SPLS target largest
buy in biz supply market


DIY king Home Depot agreed to buy Interline Brands, adirect marketer of FM supplies for $1.63Bn, to drive expansion in the business supply market...

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