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  • vulture capitalist crash graphBIGBOX  B U S T ?

    SPLS & Depot self destruct.
    Is The End Nigh? Probably.


    Staples
    just closed its contract furniture division. Sycamore & ODP are haggling over the price of Depot's stores portfolio. Depot is drowning in b l o o d. OP dealer acquisitions have ceased. Combined sales have fallen from $52Bn (2007) down to <$20Bn today. We explore causes and prospects... Complete

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  • commodity cliffPaper-Printerless
    market on pause

    #OPocalypse: Diminished
    demand gets price relief


    Most leading OP, Paper & Printermakers have now reported Q3'21 results. Printer paper is down 70%+ since 2008. The shift to hygiene & packaging products is huge. The Covid crash caused users to accelerate the move towards digitisation as print diminished. We analyse results to date...inc Mondi, Sylvamo & HP later today

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  • Amazon Bezos Climate PledgeHow Green are
    market leaders?

    Has COP26 inspired action?
    Genuine or Greenwash?
    Progress benchmarks?


    211 leading companies have signed up for The Climate Pledge initiated by Amazon's Jeff Bezos, committing to achieve Carbon Net Zero by 2040.  Admirable plan, but how will the 23 leading business supply leaders benchmark progress? What are the annual progress measurements? We explore...Updated daily

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  • Screen Shot 2021 11 21 at 5.15.43 PMHi Hybrid workers

    Thurs' new Friday?

    3days 'in office' emerges
    as fav future work sched


    I don't like Mondays - or Fridays: London City workers decide 3days/week in the office is enough. "Hybrid working and spending patterns post-pandemic as commuters spend less time in the office leaves small businesses and employers reeling" writes The Telegraph's Matt Oliver. Paradoxically, business productivity is improving...

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  • Hygiene clean office 21Healthy Hygiene
    market
    momentum

    How've leaders fared post
    Covid peak? Q3'21 analysis


    The #Paperless #Officeless #Touchless future is happening bigtime! Now hygiene is the #1 business supply category alongside technology. Progressive business suppliers: brandmakers, dealers & MSP's have pivoted to sell customers hygiene, safety & packaging, WFH-tech and wellness services.. We analyse Q3'21 results inc. Berry & Brady Corp.

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Screen Shot 2021 03 23 at 7.06.56 PMBigbox 'busted
flush'...over & out

Vulture feast finished as
hot EQ-feel beats cold-IQ


Beleaguered bigboxes Staples & Office Depot's 20 years+ foray into Europe is coming to an end. Both acquired by vultures in 2017, sales have diminished from a $7Bn high. Proof if needed that strong independents with the feel and depth of understanding (EQ) e.g. Lyreco, will outsmart cold impersonal pretenders (IQ). Updated

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