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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

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  • 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 02 15 at 7.14.56 PMPepsi powers
#FaB growth...

Super snacks sales in
US, Euro & Americas


PepsiCo
the giant food & beverages marketer to consumers and business with $65Bn in sales continued to outperform its rivals in excellence & ethical trading in Q4'18




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Sargent staples starboard stranglehold#SPLODGE: FTC
to OK merger

Starboard on activist
work at Staples & Yahoo


Starboard Value chief Jeffrey Smith appeared on CNBC today to comment on his investments in Staples, Office Depot & Yahoo.  He was less than convincing about his constructive interests... updated




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King Justin staples easy#SPLODGE: King
quits Staples 

Protests over Starboard
short term opportunism


The former CEO of Sainsbury’s Justin King has resigned from the board of Staples, in protest at its capitulation to activist investor Starboard Value, 




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Sargent staples starboard strangleholdStarboard force 
Staples change

Is ex-retail accountant
relevant to reinvention?


Staples
has accepted Starboard Value's nominee Kunal Kamlani to its board, a move that prompted a rebuke from another director...




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sargent Staples not so easy#SPLODGE: Will
FTC force Depot
contract sell-off?

Market doubts depress
shares sub-

Staples' bid

 

The Staples takeover value of Office Depot was $11/share. Today the share price is stuck at $9.24. Is the market having doubts about the FTC decision? Will Staples sell off the toxic contract division to appease them?




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bezos-ice-bucket-challengeBezos’ Ice Bucket Bigbox Challenge

Amazon chief rivals Bill Gates for originality; makes mighty moves v Google, Staples & Alibaba

1 Sep'14 (Updated)

Last Friday, we visited the new Seattle headquarters of 'Relentless Robin Hood' himself Jeff Bezos. Amazon has increased its workforce to 130,000+, 25000 of which work in the South Lake Union district. Here follows the 12 points Q&A session




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bezos-jeff-amazon-relentlessRelentless.com aka Amazon

At 20 Amazon is rising rapidly. Can its tree grow to the sky?

30 Jun’14 (Complete 19:00ET)

The current issue of The Economist and yesterday, CNBC-TV focused on the ‘Everything store delivered same-day’ phenomenon we know as Amazon. We discuss and analyse their reports here...




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AMAZONIFICATION-Bezos-squashing-RESELLER-brandsAmazonification! How much is it really hurting?

Bashing bigboxes, whacking wholesalers; injuring indies etc.

No matter how much we beat the drum about the Amazon threat on OP wholesalers’ and resellers’ lifeblood, the majority don’t seem to get how deeply damaging the beast has become? Apologies, follows this morning




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Disrupters12-Bezos-MeehanA m a z o n ‘ s
A n t i t h e s i s 

Personalised productivity services  the answer to ultimate disruptor.

27 May’14 (Complete)
Over the past 40 years most independent dealers' response to bigbox/massmarketers has been to try and match size/buying power. The most successful progressives have done the opposite with huge success…




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Bezos-amazon-river-viewAmazon attack accelerates again

Wholesale stealthy slaughter in biz supplies gets recognition

13 May’14 (Updated)

Forbes’ next feature article is headed “Amazon’s Wholesale slaughter’;Industrial Distribution is running a June conference on ‘Facing the Amazon attack’;Proficiency Post has warned about the #AmazonEffect for 8 years as 'Godzilla' eats OP dealers' and wholesalers' lunch. The press is getting it, will dealers?




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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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