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Screen Shot 2019 09 10 at 3.43.14 PMX 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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dead fish in the water300Depot. 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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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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Screen Shot 2019 09 08 at 2.15.30 PMWily 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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weisler dion HP arm highWeisler 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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Screen Shot 2019 09 05 at 12.48.48 PMDepot'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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lucy bike mobileMillennials 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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AmazonBezos cash tapheadAmazon'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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collaborative oofice bikeRemote 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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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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not yesterday's news tomorrow."

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Top Frost Bites

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 

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 will savings be invested in dealer growth plans  or pocketed by vulture capitalist owner Sycamore Partners? We discuss... Updated

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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

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Sycamore strips Staples assets again

vulture staples removerSycamore strips
SPLS $150m divi 

Framingham HQ sold and
leased back at market rate


Sycamore Partners
owner of Staples continues to reduce its equity exposure whilst increasing the debt load and operating costs of the reseller by selling and leasing back the Framingham HQ near Boston. We review the negative effects on the bigbox player....

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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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Will hot desking kill your company?

Screen Shot 2019 06 20 at 1.28.43 PMWill hot desking
kill your business?

Forbes writer rails against
old workplace organisation

 

Forbes contributor Simon Constable opines "How Hot-desking Will Kill Your Company". Where has he been for the past 10 years? New collaborative and flexible workspaces are really hot right now....

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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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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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Procurement path to commoditization

supplier squeezeProcurement push
=Commoditization

Supply Chain process killing
creativity in race to bottom


The paperless office trend & secular OP market decline; exacerbated by global economic slowdown & toxic tariffs has fuelled the power of 'low-pricing' procurement people. This has accelerated the commoditization trend, killing innovation that drives higher productivity and lower operating costs. Complete

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Office Depot's deceit exposed

office depot vultures break upDeceitful Depot's
disguise downed

Analysts expose empty
organic growth claims


Office Depot CEO Gerry Smith
repeated claims of organic growth in its business supply division (BSD) at the Q1'19 Investor's earnings call. As PPNews reported at the time, real sales, excluding acquisitions, were well down. Now Wall Street is punishing the hollow hype...

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