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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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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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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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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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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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Screen Shot 2019 04 22 at 3.44.31 PMNestle's water
fraud grounded 

Poland Spring "Natural"
claim faces class action


“Is Nestle's Poland Spring the same as your sink water? No. It’s worse. One or more of its wells are near present or former human waste dump, landfill, or similar site” writes MntPress' Nick Rehwaldt. Coincidentally, Nestle has mounted a huge TV ad campaign in Prime Time proclaiming "100% Natural Spring Water". Watch this space.... 

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Screen Shot 2019 04 19 at 2.25.47 PMDo Workplace
W e l l n e s s
programs work?

Changing behavior; gains
in motivation prove tough


Company workplace wellness programs — efforts to get workers to lose weight, eat better, stress less and sleep more — are an $8 billion industry in the U.S. Recent research reports heathier behaviour, but not necessarily healthier results? We discuss findings...

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Personalised emarketingUser behaviour
bts demographics

Personalised marketing the 
new segmentation strategy


Marketing Week's Charlotte Rogers
reports that
research shows marketers are shifting away from classic demographics to find more accurate ways to segment users based on their behaviour and personal interests...Updated

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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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