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AMZN antitrust case
Apt or irrelevant?
Does FTC's Chair Lina Khan
get how marketplace works?
The Federal Trade Commission (FTC) is suing Amazon stating its online store, marketplace and services to merchants illegally stifles competition. “The lawsuit seeks to hold it to account for these monopolistic practices and restore the lost promise of free and fair competition,” said Lina Khan, FTC chair. The Times' economics editor Mehreen Khan feels she's on the right track? But is she?
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Buffett cuts stake
in HP for 4th time!?
Legendary investor selling
at huge loss after 12 mos.
Warren Buffett's Berkshire Hathaway has sold $540m of HP Inc. shares, undoing part of what has been a large, unsuccessful investment in the maker of personal computers and printers. We never understood why such a savvy investor could see a profitable future in such a tech relic boosted only by price hikes on falling volumes?
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BranVoy's ploy v
Imperial March?
The HyPac roll up race
reaching critical crunch
VC Advent's Imperial Dade last week announced acquisition #74 in its $6Bn acquisition spree of HyPac resellers. Meanwhile, VC Kelso's BradyIFS in Aug acquired FEMSA's Envoy to create a $3.5Bn conglomerate. Will new #BranVoy resume the roll-up race or choose to consolidate, integrate and rebrand? Moreover, when will Imperial announce its next stage of distribution and systems integration? Later today
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Top Tissuemakers'
green fibre failure
Leaders P&G, GPac & KC
not sourcing responsibly
Major toilet tissue paper makers are failing on sustainable fiber sourcing, Natural Resources Defense Council (NRDC) says. The environmental organization handed out 29 “F” scores to brands that draw most or all of their materials from forests.Who were highest rated? We report....
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Imperial cleans up
another Ohio dealer
Acq #74, 16th in 2023
reignites roll up race
VC Advent owned Imperial Dade confirmed acquisition #74 in its roll-up of regional HyPak (aka hygiene, foodservice & packaging) suppliers in US-Canada. Will this latest second play in Ohio reignite the takeover stakes with newly VC empowered duo '#BrandVoy' Full details, analysis and comment here...
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From Printer paper
to Pizza boxes...
Business supply market
top sellers overturned
The #OPocalypse has happened! 15yrs ago communication papers and ink were dominating the top 10 selling products. Today? Gone!. The shift towards tech, hygiene, foodservice and packaging supplies has been relentless. Often wrongly described by bigbox relics as 'adjacencies', these categories are mainstream with e.g. Clorox, tissues and pizza boxes topping the business demand charts. Updated
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Cussons chief's bath
claim doesn't wash
Nonsense explanation for
weak personal care sales
"Britons are swapping baths for showers to reduce water and energy bills" ran The Times article headline last week reviewing personal care products giant PZ Cussons latest results. Where have they been for the last 30 years where showers have been the common daily routine for the majority of UK families regardless of the economy. We challenge ceo Jonathan Myers' comments
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Imperial packs up
another CA dealer
Acq #73, 15th in 2023
accelerates roll up race
VC Advent owned Imperial Dade confirmed acquisition #73 in its roll-up of regional HyPak (aka hygiene, foodservice & packaging) suppliers in US-Canada. Will this latest second play in Quebec accelerate the takeover stakes with newly VC empowered duo '#BrandVoy' Full details, analysis and comment here...
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Priority of human
customer service
As bigboxes coldly automate,
personal touch matters most
The rising cost-of-doing-business has prompted many resellers to cut jobs and embrace automation. It’s a risky gambit that could backfire on them. Customer service has always been an important differentiator but difficult trading has obliged many players to focus more on cutting costs and raising prices to shore up profitability in the short term.
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Chainsaw Carl Icahn
severs Xerox stake
Lost $500m. Savaged
sales, jobs & market cap
Xerox Corp announced today, it has entered into an agreement to repurchase all of the shares beneficially owned by Carl 'Chainsaw' Icahn. The purchase price is approx $542m, down -50% on the original buying price. Meanwhile, the company is a skeleton of its former self 5 years ago...
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Armor accelerates
print consolidation
Reman & compatibles market
freefall favors major survivors
Leading European ink cartridge remanufacturers and compatible makers and distributors are consolidating fast in the face of secular market decline and competive pressure from HP. Leading player Armor has accelerated its acquisition activity with the takeover of a German rival.
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