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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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Screen Shot 2019 07 04 at 5.09.14 PMWalmart's Jet set
bet a  B I G  loser

Apes Amazon biz supply
move after 13 years inertia


The mighty Walmart invested heavily in ecommerce by buying jumped up Jet.com back in 2016. Since then it has fallen further behind leader Amazon and is burning $1Bn in losses. Now it is trying to follow Amazon in business supplies. Recode's Jason DelRay reports and we comment....

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Screen Shot 2019 07 01 at 12.04.00 PMIve uninspired
by Apple apathy

Iconic designer dispirited
by CEO Cook's leadership


To many, Jony Ive’s announced departure from Apple felt very sudden. But a narrative suggests that he’s been slowly exiting for years as priorities shifted from product design to operations according to WSJ's Tripp Mickle's report.

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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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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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Screen Shot 2019 03 20 at 12.15.31 PMCan AMZN's tree
grow beyond Sky?

What happens when its
domination is complete?
Book market offers clues...


Amazon's 25 year old meteoric drive to the world's #1 business supplier has exploded the proverb that 'trees don't grow to the sky'. But is Godzilla showing signs of grinding out growth with a narrowing of its customer service portfolio; favouring private label over brands; and restricting resellers? We discuss.... Complete

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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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Screen Shot 2019 06 26 at 4.46.43 PMWayfair's woeful
reply to workers

Protest v supplying beds to
US "Concentration Camps"


Today 1000+ Wayfair workers walked out in protest against the $8Bn furniture etailer's decision to supply US Gov's migrant camps on the Mexican Border. Employees wanted profits donated to the #Raices immigrant support fund. Too late, owners reacted with a Red Cross donation? Goodwill gone?

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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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