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Bezos Amazon atop mountainHas Amazon's
ascent peaked?

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. Later today 




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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...




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Bezos godzillaEtailers maul
mall retailers

Death by 1000 cuts
for department stores


Seeking Alpha analyst Wolf Richter reports on the rise and rise of ecommerce at the expense of retail stores especially, the mall locations. We discuss and analyse his findings... Later today




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Screen Shot 2019 02 22 at 9.25.47 AMIs it all clicking
for Wayfair?

Skyrocketing sales. What
about service & profits?


"Wayfair
, the #1 US furniture reseller is a newly minted Fortune 500 entrant. It has two visionary founders, 2,300 data geeks, and skyrocketing sales. Now it just needs to turn a profit" writes contributgor Jeffrey O'Brien. We discuss his article plus its growing delivery service issues weighing on the brand




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Amazon v walmart sumoAMZN v Walmart
War. Who wins?

US #1 retailer online sales
tiny compared w/Godzilla


Walmart's
 steady growth trend has attracted praise from financial press. However, its important to get real when comparing progress v #1 Amazon. Godzilla's US sales online are 6X v Walmart from faster webstore experience & delivery service. We compare the key metrics.....Updated




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Screen Shot 2019 05 14 at 8.35.32 AMWill Tariffs trump
PLabel lemmings?

China Trade War threatens
price hikes for bigboxes


The huge hike in tariff rate to 25% proposed on Chinese imports will almost certainly be passed on where possible to consumers. However, will businesses resist particularly on paper-related private label products? Updated

 




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disconnected dealer2Disconnected
dealers act now!

Old motive: High GP's;
New: User productivity


Late last century, normal OP dealer motivation was maximising margins and maintaining relationships with stationery buyers. Enter the digital 2000's, Amazon has led the market with personalised service beyond the buyer to Lucy, the typical user chooser, with faster delivery service across a broader business supplies selection. Time to go beyond the buyer! Complete

 




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Screen Shot 2019 05 02 at 6.13.13 PMWill Bain expand
hygiene interests
further or flip? 

Bought & IPO'd HDSupply;
Next: Diversey & Imperial?


VC Bain Capital an original investor in Staples has invested in the FM/Hygiene supply market in recent years. In 2017, it bought a top hygiene brand Diversey from Sealed Air and last week took a majority stake in Eastern US jansan reseller Imperial Dade. What's the plan? We look at the options to invest further or flip? Complete




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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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amazon prime deliveryFastest delivery 
speed winner?

Analyst: "WMT & TGT
steps ahead of Amazon"


"Traditional  retailers "Walmart and Target are a step ahead of Amazon in delivery moving to same-day" according to retail equity analyst John Zolidis. Keep up, Amazon have been delivering same day to the world's major cities progressively since 2014.




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Top Frost Bites

Sycamore Partners: Beauty or BEAST?

Screen Shot 2019 03 27 at 12.32.29 PMSycamore Partnrs:
Beauty or BEAST?

Analysts: Is $1Bn loan hike
a road to ruin e.g.ToysRUs?


Vulture capitalist Sycamore Partners owner of Staples & Essendant recently hiked the former's debt load by $1Bn to $5.2Bn, with estimated interest payments of $400m+ pa or c3%/sales. Many analysts ask: Is this a repeat of the ToysR Us bankruptcy situation; and Sycamore's Nine West demise? We discuss... Complete

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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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Original Brands v Private Label War ignites

Screen Shot 2019 04 04 at 1.16.16 PMPrivate L a b e l
propagandists?

Bigboxes battle brands w/
"users indifferent" rhetoric?


Staples
launch of 'Worklife Fulfilment' products is the latest bigbox to push private label following Amazon, Depot's Workonomy; and fated Adveo & old OfficeMax iterations. Meanwhile, core delivery service competence drags. What's the motive? Where's the valid user research? Where's the vendor partnership? Updated

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Global Slowdown happening - Prepare!

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

Corp growth decelerates
in US/EU, B2B/B2C mkts


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....

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Will Dealer Groups grope or grab the future?

Screen Shot 2019 02 18 at 1.35.17 PMWill Groups Grope
or Grab Future!?

Post-OP plans: #STRESS
AMZN attack & wholesaler
withdrawals focus minds


Last month the EPIC dealer groups decided to explore consolidation plans. The UK's 8 groups need to decide their futures too. This time a market driven agenda is needed not a bygone buying bias. Can groups adapt to the new broadline business supply future? Updated

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Economic Slowdown 2019 in US/Europe

Screen Shot 2019 03 04 at 11.56.31 AMThe US/Euro

Economies in
S l o w d o w n?

Big opportunity for single
source business suppliers


We forecast a US economic slowdown on 20 Aug'18 based on declining growth rates reported by business supplies' makers from Q2'18 thru' Q4'18 plus, pessimistic CEO 2019 outooks. It's happening! So what should dealers do now? Later today

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MPS is dead. Long live new MPS (Managed Productivity Services

MPS thornM P S  i s  d e a d.
Long live M P S!

Make 'Manag'd Productivity
Services' your #1 priority


The Managed Print Services (MPS) evolution started around 2005; it has grown strongly as it cannibalised the transactional printing business. Paper & print demand continues in terminal decline and now the new MPS: providing 'Managed Productivity Services' for customers should be your priority....Updated

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Productivity drives Progressives' success

Productivity stairway to heaven2Productivity key
to 'Progressives'
growth success

Broadline business supply
from single source wins


We've spoken w/many leading OP dealers in the US/UK recently. Progressives are positive about future growth prospects and driving a personalised  'managed productivity services' agenda. Here are the key ingredients... Updated

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Sycamore Partners: Stick w/Staples or twist?

Screen Shot 2019 03 27 at 12.32.29 PMSycamore: Stick
Staples or twist?

Vulture Capitulation? Cash
withdrawals expose sting?


Sycamore Partners, which bought Staples in 2017 for $7Bn, is planning to recapitalize and load the bigbox with $5Bn+ in debt. Is the vulture capitalist planning an IPO, or typically a sell off, and if so to whom? 

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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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