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  • Screen Shot 2021 09 12 at 10.30.21 PMStaples strips to

    "heartless" shell

    Vulture's cosmetic fixes
    fail to cover core collapse

    It's now 3 months since vulture capitalist Sycamore Partners owned Staples parted ways with chief Sandy Douglas. Meanwhile, proxy chairman John Lederer has assumed control without appointing a replacement? Will it ever happen and how will this affect the future of its $14Bn business delivery interests inc. wholesaler Essendant? Updated

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  • Personalised emarketingB2U marketing

    for B2B resellers

    3 affordable direct digital
    strategies to reach users

    Business supply resellers (B2B) need to make digital connections and provide personalized experiences when selling to users (eg. Lucy, beyond the trad buyers. Here are 3 strong digital ways for dealers to reach Lucy (B2U marketing) provided by experts Mike McLaren of MerkleB2B and Julia Doheny of B2B International. We discuss...

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  • Bezos Amazon atop mountain"You can't be fired
    buying from AMZN"

    Dealers undrstate contract
    leakage by Godzilla's grab

    continues to grow its broadline business supplies category to an estimated $60Bn+ worldwide in 2021. Our conversations with contract OP dealers indicate a huge underestimation of Amazon's penetration in corporate accounts. Moreover, it is now #1 wholesaler to dealers in all the major marketplaces.... Updated

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  • Productivity stairway to heaven2Beyond paperclips

    to personalized
    productivity tools

    Transactional dealers pivot
    to managed srvc providers

    2021 will be the 10th year running we have urged OP dealers to move from the paper dominated office supply market towards the paperless office where users need tools & services to help gain productivity e.g. IT, hygiene, ergonomics. Here's our latest practical guidelines & progressive dealer case studies to aid your transition...Updated

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  • Screen Shot 2021 07 22 at 3.50.33 PMBouncebackability
    Index leaderboard

    Q2'21 results analysis show
    healthy growth v laggards

    Reports are flowing in fast for business supply players in Q2'21 and predictably show strong positive growth v Q2'20, but how do they compare with the pre-Covid 'norm'? Proficiency Index reports the leaderboard of vendors, wholesalers and dealers' 'Bouncebackability' performance v Q2'19. Updated daily... Full commentary inc. Target, Walmart, Home Depot, PFG/Vistar

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Fenby Stephen Midwich sitMidwich maintains
AV momentum 

Holdan Pro div acquires
Berkshire imaging distie

International AV distributor Midwich reported a strong sales recovery from the Covid collapse in Q2'21. Moreover, it continued its acquisition programme with the addition of a UK imaging distributor...

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shah niraj wayfair sadWayfair's not so 
wonderful WFH

Delivery & management
issues shifted sideways

 the $14Bn in sales US/UK home & office furnishings etailer, reported its first sales decline in Q2'21. The WFH lockdown had proved a huge sales boost to business customers updating home working facilities, now faded...

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long mike arrow lrArrow regains
IT's sharpness

Global components sales
soar in US, AsiaPac & EU

Arrow Electronics, the $28Bn in sales global provider of IT products, services reported powerful sales growth from a tough market in 2019/20 . The CEO Mike Long commented on the  tremendous growth in global markets. 

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Engel john wesco 20Wesco wired up

by Anixter merger

CEO's plan: build, connect,
power & protect the world

he enlarged $16Bn (inc. Anixter acquisition) #1 US provider of electrical, security and MRO supplies, announced increased organic sales in Q2'21 CEO John Engel reported on progress of integration plans and his new mission statement

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Salmon Tom berry lrBerry boosted by
high price hikes

Protective packaging 
maintains momentum

Leading protective packaging maker Berry Global Group reported maintained organic growth in all 4 market segments inc. the fast growing Health & Hygiene division in Q3'21. CEO Ted Salmon enthused about investments in sustainable packaging to fuel its health and wellness drive....

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binnie steve sappiSappi's sinking

sales rebound

Packaging strong growth
Paper back to 90% 'norm'

Sappi, the South African based international papermaker, reported a strong rebound in sales from Covid hit Q3'20. Whilst acknowledging the paper business is under pressure it seems CEO Steve Binnie's (pic left) reinvention strategy relies only on packaging power 

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Leahy Christine CDWCDW resurgent in

Corporate markets

Powerful SMB mkt growth
in WFH service + UK-CA

CDW, the $20Bn international reseller of IT products & services, reported powerful growth in Q2'21. US Corporate, Edu & Health Care plus SMB sector demand was huge, offset by weak Government markets. CEO Christine Leahy commented positively about its integrated solutions prospects 

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Depot deckchair shifter smith 21Deceitful Depot
deeper and down

ODPCorp's Bizarro boss
Smith's deckchair shifting
BS cliches on sinking ship

Beleaguered bigbox ODP Corp (ex-Office Depot-OfficeMax) recovered slightly from Covid hit Q2'20, but was way down on 'norm' Q2'19. We analyse Capt Gerry 'Bizarro' Smith's deceptive & misleading commentary. Full analysis complete

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Screen Shot 2019 05 01 at 4.55.15 PMGlobal Industrial
intensifies focus

Ex-Systemax sustains gains
w/prvte label PPE contract

Global Industrial (ex-Systemax)
 the newly focused industrial supply reseller, withdrawn from the IT business, continued to progress. Sales grew again in Q2'21 with new contract wins.

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Zhang Dan Alibaba 21Alibaba advances
China mkt charge

New services mirror AMZN
initiatives in Alexa & Cloud.

Sun Art acquisition boost

China's Alibaba the $100Bn+ in sales, MCommerce giant rebounded from Covid with 40%+ growth rates in Q1'22. CEO Daniel Zheng provided details of new services in cloud, grocery delivery & voice assisted ordering that mirror Amazon's innovations It  appears now, it seems to have abandoned US development plans with Office Depot?

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not yesterday's news tomorrow."

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