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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? Updated

    Read More
  • 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
  • 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 05 at 3.03.33 PMApple's WWDC
"best ever show"

Developments devoted to 
all devices, delighting fans


Apple's WWDC 2019 Event
keynote was basically Christmas for fans. Almost every single device made — from the iPhone and iPad, to the Watch, HomePod and AirPods — all got some love during the 2 hour marathon address where it made 
multiple announcements and improvements




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Screen Shot 2019 06 03 at 4.26.08 PMSteelcase Flexes
up collaboration

Worklife confluence at the
heart of leader's strategy


"Steelcase
aims to give teams more control" writes GRBJ's Rachel Watson. The #1 furniture maker's NeoCon showroom will display products that offer the ability to shift between group and private work. We preview some examples...




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Screen Shot 2018 12 04 at 9.17.51 AMVC Bain boosted
Imperial's Catch22

Will it copy Bunzl v invest in
brand integration systems?


Imperial Dade,
the largely Eastern US reseller of paper, hygiene, food service & packaging supplies, resumed its rapid roll up of regional specialists following the new capital injection of Bain Capital, announced last month




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OD sinking ship300Depot turnaround
or tailspinning?

Analyst argues ailing ship
is holed but not sinking?


Seeking Alpha
analyst Daniel Tacken
opines that "Office Depot is valued for distress, but the business is turning around". We review his case that the patient is "transforming itself into a relevant business retailer". Complete




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apple watch lucy blue lrApple Watch
Wonder OS6

WWide Conference launch
What to expect next week

 

Apple will debut the next major Watch OS6 update at the Worldwide Developers Conference on June 3. Due to be released in September will reportedly bring a standalone App Store in addition to new health features. Watch this space!




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dell michel pres hands downDell delivers
slower growth

VMW Cloud drive scores.
Servers & storage weaker


Dell Technologies
 reported slowing growth in core categories in Q1'20 but a return to profitability after a roller coaster year of distractions.




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jelenick craig costco whCostco's AMZN
chase slows down

NPS: Top customer service
retail experience champion


Costco Wholesale, the $140Bn broadline consumer & business supplies reseller, reported a slower growth rate in Q3'19 than 2018 rates.  It's continues to work on its woeful webstore to match the user friendly Amazon experience




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Foss eric aramarkAramark a VC
takeover target?

Facilities & Food managed
services provider in focus


Investment firm Mantle Ridge is exploring forming a consortium with private equity firms and sovereign wealth funds to make an offer for Aramark, the $8Bn food & facilities services provider 




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smith fred fedex handFedEx finally
follows AMZN

Planning 7 day delivery
service in January 2020


Delivery giant FedEx, will begin delivering 7 days/week for most of US starting January 2020. Has laggard CEO Fred Smith, a huge critic of flexible customer service etailers like Amazon, at last got the 'immediacy' need message 




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hume rich tech dataTech Data turns
in tepid results 

Gains in US market offset
by slowdown in Europe


Tech Data, the $35Bn in sales global #2 wholesaler of tech products reported slower growth results for Q1'20. Post the big Avnet sales are now reliant on slower organic performance that is losing share




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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? Updated

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?

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