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  • Bezos Amazon atop mountainHas Amazon's
    ascent peaked?

    Growth decelerates from
    30%+ to 12% in biz supplies


    Seeking Alpha analyst Bluesea Research opines that Amazon's "revenue slowdown provides a big opportunity for investors". We review the article and highlight opportunities for independent resellers. Later today 

    Read More
  • cornell brian target lrTarget maintains
    solid momentum

    Record store traffic boost;
    click'n'collect sales up 40%


    Target,
    the $74Bn in sales US retailer, maintained strong comparable sales growth both in-store & online in Q1'19. Bold CEO Brian Cornell is confounding critics and investing in new products & inventory to facilitate future demand

    Read More
  • Screen Shot 2019 05 22 at 12.35.17 PMKelway founder
    acquires SBL 

    Buys IT security & cloud
    specialist growth platform

     

    Leading UK IT reseller Kelway founder Phil Doye has made an industry comeback by acquiring cybersecurity & cloud specialist SBL. Doye departed Kelway in 2017, 2 years after its acquisition by US giant distributor CDW...

    Read More
  • Screen Shot 2019 05 21 at 2.25.45 PMEtailers escape
    from reality...

    Casual customer dating
    does not sustain growth

     
    Five years ago, we reported that the rapid OP etailer expansion was peaking, as a result of Amazon's aggression and the incidence of high customer churn from its disloyal 'casual dating' model. Progressive resellers exercising a deep customer intimacy model have achieved sustained success as etailers escape the market...

    Read More
  • Screen Shot 2019 05 21 at 10.44.17 AMStanley's Smart
    factory project

    New Craftsman tools plant
    opening in Summer 2020


    Stanley Black & Decker
    , the $14Bn tools, storage & OP maker plans to open a new Craftsman manufacturing plant in North Texas. This follows the launch of its Manufacturing 4.0 Centre of Excellence centre in Connecticut last month

    Read More
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Bezos Amazon atop mountainHas Amazon's
ascent peaked?

Growth decelerates from
30%+ to 12% in biz supplies


Seeking Alpha analyst Bluesea Research opines that Amazon's "revenue slowdown provides a big opportunity for investors". We review the article and highlight opportunities for independent resellers. Later today 




Read more ...

Subscribe to read!

Screen Shot 2019 05 21 at 2.25.45 PMEtailers escape
from reality...

Casual customer dating
does not sustain growth

 
Five years ago, we reported that the rapid OP etailer expansion was peaking, as a result of Amazon's aggression and the incidence of high customer churn from its disloyal 'casual dating' model. Progressive resellers exercising a deep customer intimacy model have achieved sustained success as etailers escape the market...




Read more ...

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Bezos godzillaEtailers maul
mall retailers

Death by 1000 cuts
for department stores


Seeking Alpha analyst Wolf Richter reports on the rise and rise of ecommerce at the expense of retail stores especially, the mall locations. We discuss and analyse his findings... Later today




Read more ...

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Screen Shot 2019 02 22 at 9.25.47 AMIs it all clicking
for Wayfair?

Skyrocketing sales. What
about service & profits?


"Wayfair
, the #1 US furniture reseller is a newly minted Fortune 500 entrant. It has two visionary founders, 2,300 data geeks, and skyrocketing sales. Now it just needs to turn a profit" writes contributgor Jeffrey O'Brien. We discuss his article plus its growing delivery service issues weighing on the brand




Read more ...

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Amazon v walmart sumoAMZN v Walmart
War. Who wins?

US #1 retailer online sales
tiny compared w/Godzilla


Walmart's
 steady growth trend has attracted praise from financial press. However, its important to get real when comparing progress v #1 Amazon. Godzilla's US sales online are 6X v Walmart from faster webstore experience & delivery service. We compare the key metrics.....Updated




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Screen Shot 2019 05 14 at 8.35.32 AMWill Tariffs trump
PLabel lemmings?

China Trade War threatens
price hikes for bigboxes


The huge hike in tariff rate to 25% proposed on Chinese imports will almost certainly be passed on where possible to consumers. However, will businesses resist particularly on paper-related private label products? Updated

 




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disconnected dealer2Disconnected
dealers act now!

Old motive: High GP's;
New: User productivity


Late last century, normal OP dealer motivation was maximising margins and maintaining relationships with stationery buyers. Enter the digital 2000's, Amazon has led the market with personalised service beyond the buyer to Lucy, the typical user chooser, with faster delivery service across a broader business supplies selection. Time to go beyond the buyer! Complete

 




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Screen Shot 2019 05 02 at 6.13.13 PMWill Bain expand
hygiene interests
further or flip? 

Bought & IPO'd HDSupply;
Next: Diversey & Imperial?


VC Bain Capital an original investor in Staples has invested in the FM/Hygiene supply market in recent years. In 2017, it bought a top hygiene brand Diversey from Sealed Air and last week took a majority stake in Eastern US jansan reseller Imperial Dade. What's the plan? We look at the options to invest further or flip? Complete




Read more ...

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Screen Shot 2019 04 29 at 1.05.04 PMWill A l i b a b a
grab  D e p o t?

China partner to rescue
desperate one cheaply?


Alibaba
, the Chinese based global ecommerce marketplace giant, formed a 'collaborative partnership' with Office Depot last month. What is Alibaba's intent given that it has yet to penetrate the US market successfully? Complete

 




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amazon prime deliveryFastest delivery 
speed winner?

Analyst: "WMT & TGT
steps ahead of Amazon"


"Traditional  retailers "Walmart and Target are a step ahead of Amazon in delivery moving to same-day" according to retail equity analyst John Zolidis. Keep up, Amazon have been delivering same day to the world's major cities progressively since 2014.




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Bezos unhappy stretchedWill AMZN's CRaP
strategy crater?

Do private label ex-China &
split delivery plans bode ill?


Amazon's
etail growth rate has slowed dramatically over recent quarters. Meanwhile, it's cutting its 'CRaP' defined products; shifting to imported private label; cutting back on small vendors; and splitting deliveries into multiple drops. We discuss the consequences...Updated




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Depot sinking shipDepot deception
deludes analysts 

Bullish view re:Workonomy,
Compucom ignores reality


Seeking Alpha
analyst Value Adventurer
 headlines 'Office Depot: Oversold on short term executional issues'. Has VA been living under a stone? Since 2007 Depot/Max core sales have plummeted from $25Bn sales to a current $9Bn in 2019. Moreover, all recent moves made by CEO Gerry Smith have failed to lift off, as sales/customer service standards decline...




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productivity stairway to heaven 2017Death of Indie
dealers greatly 

exaggerated?

Market trends turn against
impersonal, cold bigboxes


Does size matter? The office market over the past 35yrs has been dominated by bigboxes & Amazon #1 in business supplies, points to a continuation. But emerging trends show the big guys in deep decline & Godzilla grinding. The rise of progressive resellers providing 'personalised productivity services' embracing mobile technology, can & will succeed.. Updated




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Screen Shot 2019 04 20 at 11.25.07 AM'Industry Week'
plan quashed 

Plan B? Go for IDC
'Biz Productivity' show


The Business Supplies Asctn (BSA) plan to rationalise vendors' heavy schedule of 20+pa shows & create an 'Industry Week' has been quashed. Understandably, leading wholesalers & resellers wouldn't cooperate. Great idea, so what's Plan B?  We feel thought be given to a more customer centric 'Business Productivity Show'  for the IDC. We spoke w/BSA presBarry Lane... Updated




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Screen Shot 2019 04 22 at 3.44.31 PMNestle's water
fraud grounded 

Poland Spring "Natural"
claim faces class action


“Is Nestle's Poland Spring the same as your sink water? No. It’s worse. One or more of its wells are near present or former human waste dump, landfill, or similar site” writes MntPress' Nick Rehwaldt. Coincidentally, Nestle has mounted a huge TV ad campaign in Prime Time proclaiming "100% Natural Spring Water". Watch this space.... 




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Screen Shot 2019 04 19 at 2.25.47 PMDo Workplace
W e l l n e s s
programs work?

Changing behavior; gains
in motivation prove tough


Company workplace wellness programs — efforts to get workers to lose weight, eat better, stress less and sleep more — are an $8 billion industry in the U.S. Recent research reports heathier behaviour, but not necessarily healthier results? We discuss findings...




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not yesterday's news tomorrow."

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Latest Frost Bites

Has Amazon ascent peaked?

Bezos Amazon atop mountainHas Amazon's
ascent peaked?

Growth decelerates from
30%+ to 12% in biz supplies


Seeking Alpha analyst Bluesea Research opines that Amazon's "revenue slowdown provides a big opportunity for investors". We review the article and highlight opportunities for independent resellers. Later today 

Read More...

Etailers escape from market reality

Screen Shot 2019 05 21 at 2.25.45 PMEtailers escape
from reality...

Casual customer dating
does not sustain growth

 
Five years ago, we reported that the rapid OP etailer expansion was peaking, as a result of Amazon's aggression and the incidence of high customer churn from its disloyal 'casual dating' model. Progressive resellers exercising a deep customer intimacy model have achieved sustained success as etailers escape the market...

Read More...

Etailers maul Mall retailers

Bezos godzillaEtailers maul
mall retailers

Death by 1000 cuts
for department stores


Seeking Alpha analyst Wolf Richter reports on the rise and rise of ecommerce at the expense of retail stores especially, the mall locations. We discuss and analyse his findings... Later today

Read More...

Is it all clicking for Wayfair?

Screen Shot 2019 02 22 at 9.25.47 AMIs it all clicking
for Wayfair?

Skyrocketing sales. What
about service & profits?


"Wayfair
, the #1 US furniture reseller is a newly minted Fortune 500 entrant. It has two visionary founders, 2,300 data geeks, and skyrocketing sales. Now it just needs to turn a profit" writes contributgor Jeffrey O'Brien. We discuss his article plus its growing delivery service issues weighing on the brand

Read More...

Amazon v Walmart War - Who's winning?

Amazon v walmart sumoAMZN v Walmart
War. Who wins?

US #1 retailer online sales
tiny compared w/Godzilla


Walmart's
 steady growth trend has attracted praise from financial press. However, its important to get real when comparing progress v #1 Amazon. Godzilla's US sales online are 6X v Walmart from faster webstore experience & delivery service. We compare the key metrics.....Updated

Read More...

Will tariffs trump private label lemmings?

Screen Shot 2019 05 14 at 8.35.32 AMWill Tariffs trump
PLabel lemmings?

China Trade War threatens
price hikes for bigboxes


The huge hike in tariff rate to 25% proposed on Chinese imports will almost certainly be passed on where possible to consumers. However, will businesses resist particularly on paper-related private label products? Updated

 

Read More...

Disconnected dealers - 2019 Update

disconnected dealer2Disconnected
dealers act now!

Old motive: High GP's;
New: User productivity


Late last century, normal OP dealer motivation was maximising margins and maintaining relationships with stationery buyers. Enter the digital 2000's, Amazon has led the market with personalised service beyond the buyer to Lucy, the typical user chooser, with faster delivery service across a broader business supplies selection. Time to go beyond the buyer! Complete

 

Read More...

Will Bain expand hygiene further or flip?

Screen Shot 2019 05 02 at 6.13.13 PMWill Bain expand
hygiene interests
further or flip? 

Bought & IPO'd HDSupply;
Next: Diversey & Imperial?


VC Bain Capital an original investor in Staples has invested in the FM/Hygiene supply market in recent years. In 2017, it bought a top hygiene brand Diversey from Sealed Air and last week took a majority stake in Eastern US jansan reseller Imperial Dade. What's the plan? We look at the options to invest further or flip? Complete

Read More...

Alibaba to grab Office Depot?

Screen Shot 2019 04 29 at 1.05.04 PMWill A l i b a b a
grab  D e p o t?

China partner to rescue
desperate one cheaply?


Alibaba
, the Chinese based global ecommerce marketplace giant, formed a 'collaborative partnership' with Office Depot last month. What is Alibaba's intent given that it has yet to penetrate the US market successfully? Complete

 

Read More...

Fastest delivery speed winner? WMT, TGT or AMZN?

amazon prime deliveryFastest delivery 
speed winner?

Analyst: "WMT & TGT
steps ahead of Amazon"


"Traditional  retailers "Walmart and Target are a step ahead of Amazon in delivery moving to same-day" according to retail equity analyst John Zolidis. Keep up, Amazon have been delivering same day to the world's major cities progressively since 2014.

Read More...

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