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  • Screen Shot 2022 01 16 at 4.10.21 PMPackaging power
    propels biz market

    Ecom product care drives
    rapid growth, VCap interest

    The hygiene & packaging market looks alot like the glorious 80/90's days in OP. Consolidation of regional independents in a market with 10%+ growth fuelled by WFH/ecommerce, led by the major players e.g. ULine and venture capital funds. We review, analyse leaders and trends....

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  • staples depot train crashKaluzny skins SPLS
    Smith drains ODP

    Myopic mercenary moves
    maximise selfish interests

    Former bigbox giants Staples & Office Depot ($52Bn sales 2007) have been destroyed by a mix of incompetence and vulture capitalist's greed. Today, aggregate sales are $19Bn sinking at a $2Bnpa rate.  What are the motivations of Sycamore's Stefan Kaluzny and Depot's ceo Gerry 'Bizarro' Smith? We review and comment... 

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  • Screen Shot 2022 01 15 at 5.46.12 PMCan dealers svc

    hybrid workers?

    More lower value webstore
    orders delivered same day

    Corporations are adjusting rapidly to the hybrid work future. Flexible work is here to stay. How will dealers adapt to a new norm where empowered users order business supplies online, in smaller quantities, expecting the immediate home delivery advanced by Amazon? What will they do to upgrade webstores and broaden ranges to minimise the higher cost to serve? We discuss....

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  • Screen Shot 2022 01 14 at 9.40.00 AMDepot's charade
    'split' game over

    Phantom 2nd bidder for
    retail biz to stall Staples?

    ODP Corp aka Office Depot
    has decided to delay previously announced plans to split into two public companies to "mull over sale offers for its retail division", sending its shares up 10%. This bigbox game of charades is a joke; a disintegrating mess run by a bunch of self serving simpletons...

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  • MEGATRENDS 2022sq2022 Business
    Supply Market

    ......less Means More
    P r o d u c t i v i t y 

    Are we heralding in the Roaring 20's? Apple, Amazon, Microsoft, Shopify have M-powered a new entrepreneurial revolution with affordable personal tech & immediate delivery. Covid advanced 2025 trends: #Paperless #Officeless #Touchless #Bigless #Wasteless & #Carbonless. WFH told us to connect with users by providing personalised productivity services + integrated same-day delivery. We guide on how dealers can take charge of their destiny? New Report inc. 2021 Market Review published today!

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Screen Shot 2021 12 18 at 3.54.18 PMMost Responsible
Companies in US

Newsweek 2021 Top 400
inc.40 Biz Suppliers: HP#1

 just published the US' Most Responsible Companies 2021 rankings. Together with Statista it lists Top 400 scores in Corporate Social & Environmental Responsibility (CSR). Great to see 40 leading broadline business suppliers featured. We comment on their achievements

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Christmas crackers 2017Xmas Crackers &
Top Turkeys 2021

Reflections on a Volatile
OPocalyptic, WFH year
saved by IT, Hyg & Pkg

MERRY CHRISTMAS!! 2021 will go down as a terrible year for ‘turkeys’ (aka vultures) citing the ‘Covid' excuse as cause for failure. For progressives, it’s been tough too, but rescued by pivoting quickly into new business supply categories: Hygiene & Safety; WFH Tech & Ergonomics & Packaging....

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printermakers plungeIs print dead or
just sleeping?

Recycler podcasts gets
opinion of ECi director

The Recycler
magazine broadcast a podcast today posing "Is print dead or just sleeping?". ECi's Kasia Holthouse and Lightwords' Peter Mayhew discussed and seemed to agree it was asleep? The phenomenal fall in paper and printer ink usage over the past 10 years does not support their wishful thinking...Updated

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Screen Shot 2021 12 17 at 2.14.44 PMOmicron obscures
office return dates

More ceo's say: "We’ll get
back to you" on RTO?

Leading company ceo's made optimistic return to office (RTO) dates throughout 2021. The latest most popular date is no longer in January. The Omicron variant interjected. Leaders from Apple, Google, Goldman Sachs, Morgan Stanley, Ford, Lyft & Docusign have postponed yet again. The new promise to “reassess our plans as 2022 unfolds"...

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Screen Shot 2021 12 17 at 1.16.12 PM

Steelcase's slow

recovery brightens

Collab specialists pivot
to hybrid workspaces

the global leader in collaborative office furnishings, saw a brighter future as it recovers in Q3'22 ended 26Nov'21. Encouragingly, new CEO Sara Armbruster reported a more optimistic order book towards the 'normal' Q4'20 (2019) levels fueled by the hybrid work developments...

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FedEx UPS trucks price cartelFedEx: fueled by
huge price hikes

UPS duopoly disguises mkt
share loss. $5Bn Buyback?

FedEx chief Fred 'Smug' Smith reported solid Q2'22 results to 26Nov'21. Two rounds of unwarranted, high price hikes boosted sales with another +6-8% increase planned for 3Jan'22. We estimate it's losing market share to UPS & Amazon; and now repurchasing $5Bn shares for management's benefit?

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Screen Shot 2021 12 16 at 12.02.51 PMResolute paper
mill suspended

"Strong mkt, $Ms losses"
Buys back $100m shares!?

Resolute Forest Products
has announced the indefinite idling of pulp and paper operations at its Calhoun mill in Tennessee, owing to significant financial losses incurred.  Apparently "Strong market conditions" exist reported ceo Remi Lalonde. So why shut mill and then buy back $100m of shares?

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Screen Shot 2021 12 16 at 10.20.55 AMMotion makes
power move

Genuine Parts subsidiary
invests $1.3Bn cash acq.

Genuine Parts (GPC) a leading distributor of automotive and industrial supplies, announced it has entered into an agreement under which subsidiary, Motion Industries will acquire a leading US power transmission distributor

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Screen Shot 2021 12 15 at 3.40.45 PMPackaging plays
by P&G+Unilever

EcoBox for ECom; Green
dispenser cap by 7thGen

Consumer cleaning and hygiene product giants P&G and Unilever's commitment to sustainability and green practices continues apace. The growth of the WFH market during Covid accelerated packaging innovations to protect hyome deliveries and ease consumer touchpoint usage...

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Smith Gerry Depot Bizarro 2ODP: Compucom
crash cover up?

Smudger Smith's deceit to
distract from disintegration

What's going on with the ODP Corp charade? Since Gerry 'Smudger' Smith became ceo in 5 yrs ago sales have plunged $4Bn; now its readying to sell the retail division; it bought and plans to dispose of the now invisible failure Compucom.  How much more damage can investors tolerate from the bungling Bizarro?

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not yesterday's news tomorrow."

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