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neri antonio HPE gripHPE Honeymoon
Period Exhausted

New CEO Neri early growth
reversed in most categories


Old tech giant HP Enterprise's CEO Antonio Neri, has failed to follow up impressive early growth results, in latest Q2'19.. What's going to happen in the future to this roller coaster hyped up, performer? Updated




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Screen Shot 2019 08 27 at 9.27.13 AMCan Shopify fulfil
like AMZN's FBA?  

ECom platform passes
eBay, invests in logistics


Rapidly growing ecommerce platform Shopify is investing in logistics systems to service the rapid growth in sales of its network of small & medium businesses. Can CEO Tobi Lutke replicate some of the success of Amazon with its 200 FC's around the world? 




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Screen Shot 2019 08 27 at 12.38.04 PMWeWork gets
more Spacious

Buys provider of empty
on demand workspace


WeWork
the co-working space giant has acquired Spacious the membership space provider, who make unused restaurants available on-demand for businessmen on the go 




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Screen Shot 2019 02 26 at 11.18.24 AMSmucker serves
up cold coffee

Acquisitions offset weak
demand from consumers


J. M. Smucker
, the US beverage & food services brands supplier, announced declining Q1'20 results ended 31 Jul'19 with acquisitions the only growth driver




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Screen Shot 2019 08 27 at 10.51.21 AMIngram Micro
moves ahead

China's HNA finally ready
to offload #1 wholesaler


The world's #1 IT supplies wholesaler
Ingram Micro's
owner is in "advanced talks" to sell a majority stake to another private equity firm. The uncertainty around China VC HNA 'on-off' decision to sell the company has stalled its momentum in a buoyant market...




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Top Articles

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 fueled the expansion of single source supplier success. Now with uncertainty surrounding wholesalers' future, its decision time for dealers. We explore the options available for those who are committed to becoming broadline business suppliers. Refreshed & Reviewed 

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Papermakers protectionist propaganda persists

commodity cliffPapermakers'
protectionist
hype persists

Inventory bubble inflates
as market prices plunge


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 up. Now with demand dead, mills are hyping near capacity limits price increase claim, when prices are tumbling? Updated again today inc. HP results

 

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It's about Hygiene Harry, not JanSan Joe

Screen Shot 2018 12 04 at 12.04.07 PMMarket is about
Hygiene Harry,
not Jansan Joe

Time dealers stepped up
from commodity selling


Over the past 25yrs OP dealers have graduated to the FM supplies market via JanSan supplies. Their 'cherry picking' commodity pricing approach has largely failed. Time to shift to a specialist hygiene & safety supplies service, exemplified best by progressive resellers. We discuss their successes....Updated

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Staples lay-offs imminent

Screen Shot 2019 09 04 at 3.32.08 PMStaples strip
back workers

3rd Layoff exercise to cut
admin & max sales force


Rumours on the street about another round of employee cutbacks at Staples have been confirmed. The bigbox is doubling down on building its front line sales & deivery force and reducing its administrative overheads. Updated

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Amazon loses control of its webstore offer

Screen Shot 2019 08 23 at 1.07.48 PMAmazon loses
control of store 

A 'Flea Market' of 000's of
fake, banned & unsafe stuff


Just like web giants e.g. Facebook & Google that have failed to tackle misinformation on their platforms, Amazon has proven unable or unwilling to effectively police 3rd party resellers on its webstore WSJ investigates and we comment on its business supplies offer 

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Printermakers plunge. Can they reinvent?

Screen Shot 2019 05 23 at 12.01.47 PMPrintmkrs plunge.

Will they reinvent?

Japanese brandmakers all
report steep volume drops


All the Japanese printermakers viz. Canon, Epson, Konica, Kyocera, Ricoh & Brother continued to report serious demand declines. Few have successfully converted to new digital market opportunities. We discuss the future.... Updated for HP & Lenovo results today

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WBMason Boston Consumer Show 2019

Screen Shot 2019 06 05 at 12.32.18 PMMason Delivers
hit hygiene show

Boston Consumer Show
attracts bumper audience


US #1 independent business supplier WBMason, held its 7th Annual Consumer Show of 2019 at Fenway Park, home of Boston Red Sox yesterday. We report on all the action, hot new products and interviews with WB and vendors' leaders. 

 

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Battle of the Bubbles - Sparkling Water Wars

Screen Shot 2019 08 23 at 2.03.57 PMB a t t l e  of the
B u b b l e s º º º 

Sparkling Water wars as
Pepsi, Coke, Nestle attack


La Croix
, the early darling of fizzy water is losing ground to big soda, and its management strategy is being scrutinised. Big soda brands Coke, Pepsi and Nestle Waters are investing in the popular category and causing a rethink. We discuss Bloomberg Businessweek's insightful report 

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Innovative Open House at Minnesota Vikings

Screen Shot 2019 08 19 at 10.02.23 AMInnovative Open
House at Vikings

US #1 progressive dealer
holds productivity show


Innovative Office Solutions,
the leading progressive productivity services provider, based in Minneapolis will hold an Open House event at Minnesota Vikings, US Bank stadium later today. We review the show with CEO Jennifer Smith...tomorrow

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Genuine Parts sells EIS

donahue paul GenPts presGenuine Pts sell
EIS, next SPR?

"Buy & Build" VCap Audax
joins Imperial investment


Genuine Parts,
the $18Bn in sales parent of NAPA, Motion & SPRichards has sold off its EIS Electricals business. It raises the question again: Is CEO Paul Donahue refocusing on its successful auto and industrial supply businesses and will the stalled SPR be the next disposal? 

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