2015 Dec pp banner1200 2 mob
2016 Jan pp banner1200

frost-bites-banner

Subscribe to read!

Icahn chainsaw carl'Chainsaw' Carl
goads Xerox bid

Threatens hostile HP bid.
Hustles HP to counter bid
$9Bn+ for ailing dinosaur.


Iconic activist investor 'Chainsaw' Carl Icahn is adept at self serving deals. He took a 10% stake in sinking Xerox in 2015; slashed assets and led an audacious $33Bn bid for rival HP that was dismissed. We expect HP to counter bid, fulfilling Icahn's crafty plan to cash out without concern for the merger's merits. Updated today

Read more ...

Subscribe to read!

Screen Shot 2019 10 02 at 12.20.39 PMIs the consumer
really strong?

Brandmaker CEO's less
optimistic, yet Wall Street
analysts hype up market


US GDP fell below 2% in Q3'19 with CapEx down, emphasizing market uncertainty caused by tariffs & economic softness. CEO's at major producers & resellers of brand consumer & business products have reported slowdowns since Q3'18, yet analysts opine the "consumer is strong"? Revisited & updated inc. Walmart, Target & Home Depot

Read more ...

Subscribe to read!

shah niraj wayfair logpgWayfair warning!
Is model broken?

As owners cash out, Citron
asks: has it been AMZN'd?


After 8 years as a public company, $8Bn in sales furniture etailer Wayfair has never been further from profitability, opines market analysts Citron Research. Latest Q3'19 reports confirmed decelerating growth, crashing shares and increased losses. We discuss Citron's critique...

Read more ...

Subscribe to read!

Screen Shot 2018 12 16 at 8.44.58 PMFake followers,
values & ethics 

Shuts down 5.4B accounts
How genuine is Zuck & Co


So far this year, Facebook has shut down 5.4 Bn (v 3.3Bn in 2018) fake accounts, but millions likely remain, the social networking giant reported. Who is CEO Mark Zuckerberg kidding on his public assurances of honorability, privacy protection and ethical practices. We review...

Read more ...

Subscribe to read!

Screen Shot 2019 11 12 at 2.53.08 PMAmazon's Flea
Market meltdown

YTD'19 8 unforced errors.
Is Bezos losing control?


Since Amazon's self described 'CRaP' (Can't Realize a Profit') strategy was revealed in Jan'19, 8 service/quality missteps have emerged, attracting attention from WSJ, WashPost & FTC. We review the latest, deeper developments e.g. Nike brand withdrawal today & raise the big question: Has genius Jeff Bezos lost interest and control of the supply business? 

Read more ...

Subscribe to read!

Depot vultures landing on hqDepot Federation: 
foiled & failing?

Lost contracts, poor service
halt dealer acquisition drive


Beleaguered Office Depot made its last 'Federation' dealer acquisition in May, despite "3-5 in Q3 pipeline" hype., Given its fragile market cap, vultures circling, poor service & major contract losses; can it afford more additions to a collapsing core?

Read more ...

Subscribe to read!

Screen Shot 2019 11 06 at 5.23.48 PMX e r o x  v  H P:
Who eats who? 

Which dinosaur will win
v Chainsaw Carl's plan?


Xerox's
 $32Bn+ bid on Tuesday for HP was an audacious shock! Newly appointed CEO Enrique Lores & HP board's reaction was vaguely unconvincing. Will it make a counter bid for the troubled copy giant? Whilst projected $2Bn synergy savings are credible, the massive gains for crafty lead Xerox activist shareholder 'Chainsaw' Carl Icahn. are obvious... Updated

Read more ...

Subscribe to read!

Holesale warehouseWhen will half-
source 'holesalers
become Whole? 

Stockless dealer vision blind
as direct buying intensifies


In 1993, US#1 wholesaler United led the 'stockless dealer' revolution. Most progressive dealers followed. Today, only Amazon & to a lesser extent Essendant maintain a broadline business supply service. Meanwhile, 'narrowliners' are failing, causing dealers to buy direct & threatening small dealers' survival. We review latest positions... Later today

Read more ...

Subscribe to read!

Screen Shot 2019 11 04 at 11.28.26 AM"Old capitalist
thinking is dead" 

Salesforce's Benioff: A new
sustainable capitalist future


Salesforce
CEO Marc Benioff says that "capitalism is dead". At least, "old" capitalism. Recently, at the release of his new book, 'Trailblazer', he told Fortune that businesses need to adopt a "new capitalism" based on fairness, equality, and sustainability for both stakeholders and shareholders. We discuss...

Read more ...

Subscribe to read!

Screen Shot 2019 10 16 at 10.52.12 AMCast away the
'OPeless Island!

Ominous call for reps &
dealers lost/shipwrecked


WBMason CEO Leo Meehan's crescendo call to the salesforce and vendors was sooo moving. He morphed the metaphors from famous shipwreck disasters to inspire laggard reps to transition from OP to the new Business Supply categories.... NOW! This 'message in a bottle' SOS alert applies urgently to traditional OP dealers 

Read more ...

ppnew on mobile US 2018

ppnew on mobile UK 2018

"Tomorrow's News Today,

not yesterday's news tomorrow."

twitter heart50googleheart50newfacebook heart50

FREE PP NEWS

Please register to the site before you can sign for a list.
No account yet? Register

Member Login