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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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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 what savings will be invested in dealer competitiveness and how much pocketed by vulture capitalist owner Sycamore Partners? We discuss... Updated




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commodity cliffPapermakers'
protectionist
hype persists 

'High capacity' rhetoric
unbelievably ridiculous


The Big 3 US papermakers' cartel behaviour persists. After the Georgia Pacific mill closure saga induced panic buying ahead of a phantom March price increase, distributors stocked to the rafters. Now with demand sliding are the domestic makers propagating near capacity limits to boost another price increase claim? On Monday inc latest papermakers reports

 




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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 fuelled the expansion of single source supplier success. Now with uncertainty surrounding wholesalers' future, its decision making time for dealers. We explore the options available for those who are committed to becoming broadline business suppliers. Updated




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Screen Shot 2019 07 15 at 12.08.02 PMLogistics leaders
lead slowdown 

UPS, FedEx, XPO, JBHunt
CSX deliveries demand flat


Q2'19 results season is upon us with consumer & business supplies' brand CEO's expected to report a further slowdown that started in Q3'18. Leading laggards are the logistics giants including FedEx, JBHunt, XPO, CSX & UPS. We preview the trends....Updated




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paper clogged office'Paperless' paused
by protectionists

Paper group force promo
change from 'Greenwash' 
even w/environment harm

 

Big businesses have removed or changed their messaging since the inception of pro-paper campaign group Two Sides in 2008. Accused of 'greenwash' those promoting a  paperless comms future based on greater speed, efficiency and carbon emission reduction should be regroup and focus on the positives of digital comms. 




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Screen Shot 2019 07 14 at 1.14.36 PMWill AMZN Prime
Day screw you?

Fast Company say Sale
event is a consumers con 


The ads are incessant for Prime Day, Amazon’s two-day shopping event for members only, July 15 and 16. Perhaps you even caught the live-streamed Taylor Swift concert that kicked off the festivities. Fast Company's Mark Wilson reckons its a con. We discuss his case....




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zuckerberg mark facebook handFakebook fine a
'slap on the wrist' 

$5B penalty pales comp/w
Google $22B for less crime


The US Federal Trade Commission (FTC) has agreed to a $5bn settlement with Facebook over it's deceitful use of private data. e.g. selling info to Microsoft. 'Fakebook' even violated a firewall & budgeted the penalty precisely. Who's Zucking who?




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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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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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not yesterday's news tomorrow."

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Top Frost Bites

Global Slowdown happening - Prepare!

Screen Shot 2019 03 04 at 11.56.31 AMBatten down for
global slowdown

Leaders growth decelerates
in Q1'19 biz supply markets


Economic data across advanced global economies have deteriorated since Q3'18, indicating fading growth and the need to prepare for slowing demand reports the Financial Times. Gear your business to help customers save money & time... Provide Managed Productivity Services! Here's how.... Updated

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Death of Independents greatly exaggerated

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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When will Half source 'Holesalers become whole?

Holesale warehouseWhen will half-
source 'holesalers
become Whole?

'93 Stockless Dealer vision
blinded in business supplies


In 1993, US#1 wholesaler United led the 'stockless dealer' revolution. Most progressive dealers in US/UK followed. Today, only Amazon Essendant to a lesser extent, maintain a broadline business supplies service. Meanwhile, the 'narrowliners' are failing, threatening small dealers' survival. We review latest positions... Complete

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BSA's Industry Week plan quashed

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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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... Updated again today

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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 fuelled the expansion of single source supplier success. Now with uncertainty surrounding wholesalers' future, its decision making time for dealers. We explore the options available for those who are committed to becoming broadline business suppliers. Updated

Read More...

Has Amazon ascent apexed?

Bezos Amazon atop mountainHas Amazon's
ascent apexed?

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. Updated again

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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

 

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Office Depot disintegration deceives analysts

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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Will Amazon's CRaP strategy crater?

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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