Frost Bites

Details: 10 Sep 19; Updated: 12 Sep 19

X e r o x in HP's
C r o s s h a i r s?

Will strategic partnership
lead to full on acquisition?

Since activist investor Carl 'Chainsaw' Icahn (pic left) took a 10% stake in Xerox in 2015, he has thwarted a Fuji merger and formed a strategic partnership with HP that has effectively crushed leading reman/compatible distributors. Can we now expect HP to cement the relationship with a takeover bid, giving Icahn a huge return? Updated

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Details: 9 Sep 19; Updated: 9 Sep 19

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Depot. Different!?

Deluded. Doomed

Goldman Sachs Conference
confirms deeper divisions

Last week Office Depot presented at the Goldman Sachs Global Retail Conference in NYC. Reports indicate it was at pains to stress its "pivot" from a run-down retailer to a "different" business supplies & services provider. Truth is, its copycat 'Staples 2012' strategy, burdened by the crazy Compucom acquisition, looks like driving deeper disintegration

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Details: 8 Sep 19; Updated: 8 Sep 19

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Dealers' 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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Details: 8 Sep 19; Updated: 8 Sep 19

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Wily WeWork
IPO wavering

Doubts escalate over $47Bn
valuation & CEO's credibility

In the real estate world, WeWork drew admiration as it built an empire of co-working spaces for freelancers, start-ups and Fortune 500 companies. However, doubts are rising rapidly about the ethics of CEO founder Adam Neumann, who controls ownership & its ability to make money given the uncertain future of US economy

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Details: 6 Sep 19; Updated: 6 Sep 19

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Weisler waves HP
bye bye. Why?

Declining demand & reorg
raises questions on cause

Last month, HP Inc. reported a second quarter of serious decline, the Spring 2020 departure of its long serving CEO Dion Weisler; and a management reorganisation to champion its channel customers. The reason given for the CEO's departure was an imprecise "family matter". Word on the street is this might be performance related?

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Details: 5 Sep 19; Updated: 7 Sep 19

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Depot's Cheesy
BTS Commercial

Shakespearian servility take
shows customer arrogance

The Back to School TV ads season has peaked. The best commercial by far we feel is the Target campaign. The worst undoubtedly Office Depot's ridiculous attempt to play a Shakespearian actor serving a school girl with pens. Cheeeeeeesy in the extreme!

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Details: 4 Sep 19; Updated: 4 Sep 19

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Millennials make
most mobile buys

Shopping survey states the
obvious trend for all ages

A CouponFollow survey also finds millennials (under 40yrs) make 36% of their total purchases using mobile devices, up 20% from 2017. Plus, 64% of the millennial online shoppers make half or more or their online purchases from Amazon. We analyse the survey and draw some broader conclusions....

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Details: 1 Sep 19; Updated: 3 Sep 19

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Amazon's CRaP
strategy exposed

Growth peaks? Lost control
of store? Pvte label bent?
One source, multi-delivery?

Amazon has disproved the theory that trees don't grow the sky. However, the strategy evolving over the past year indicates a weakening of its rapid growth momentum. The customer centric champion is showing signs of maximising short term profits at consumers' and vendors' expense. We discuss...Updated

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Details: 31 Aug 19; Updated: 3 Sep 19

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Remote workers
o u t d o office
based workers?

Cynical studies show lack
of focus hits productivity

Inc. magazine research reported by Brian de Haaff maintains that remote/home based workers outperform office based workers & even create better teamwork? This flies in the face of a greater need for collaboration, closer communication & cultural team building drives. Updated

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Details: 23 Aug 19; Updated: 24 Aug 19

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Amazon 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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