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Starbucks elevates
lounge experience
"Creating a welcoming, warm
more comfortable ambiance"
Starbucks (SBUX) is investing $1Bn to revamp thousands of its North American coffeehouses in a bet to bring customers back. It plans to remodel as “community lounges,” adding seating, leather chairs, rugs, bookshelves, plants and artwork. Full story here, first...
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Curry's new boss
same as old boss?
Baldock's mkt share baloney
maintained by new ceo?
Embattled electronics retailer Currys (ex-Dixons, PC World) continued to confuse with hollow rhetoric in Q1'27 report. "B2B/Services all growing strongly. In the UK&I, we gained share in every category" commented new ceo Fredrick Tennesen. Nonsense? New boss, same as the old boss? Full analysis here, first.
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Advania alters
UK leadership
Ex-CCS Media team out
and new female chief in
Advania UK has appointed Annette Murphy as CEO, replacing group CEO Hege Støre, who was acting head of the UK business since February. This follows the replacement of James Hardy, the former ceo of acquired CCS Media. Full story here, first...
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Computacenter
scaling strongly
UK tech sales double from
soaring AI fuelled demand
Computacenter the international IT reseller is expecting to report $14Bn gross revenues 2026, has published is Q2'26 trading update. CEO Mike Norris said "We're pleased with our execution in
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United N a t u r a l
Foods' slowdown
Ex-Staples ceo "Natural Foods
strongest growth segment"
United Natural Foods (UNFI) the US#1 broadline foodservice wholesaler continued flat in Q4'26. “We continued strengthening commercial and supply chain capabilities to better serve our partners, said ex-Staples ceo Sandy Douglas.Full analysis here, first
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H y g i e n e supply
leaders less healthy
Volumes in decline. Prices up!
Who is winning mkt share?
Hygiene, Foodservice & Packaging (HyPac) is the #1 business supply category alongside tech. Progressive business suppliers have pivoted into hygiene and wellness services. Proficiency Index Q2'26 reports analysis to date: CEO's seem complacent, lacking transparency by not splitting lower volumes from higher prices; denying soft consumer demand v WallSt AI Bubble euphoria? Updated full analysis here, first: Aramark, OptiGroup, Sappi, Smurfit, Rentokil-Initial, Bunzl, Brady and ABM industries. Complete!
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A B M's C l e a n
progress steadies
Hygiene facility services
lifts in hybrid office work
ABM Industries the $9Bn leading US FM services provider reported continued growth momentum in Q3'26. CEO Scott Salmirs commented "Aviation and Manufacturing & Distribution delivered strong organic growth, boosted by the WGNSTAR acquisition. Full analysis here, first
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C D W Captures
D a t a integrator
Plan: "accelerate AI adoption
drive strong mission results"
CDW the leading $25Bn in sales, international provider of IT solutions plans to acquire a Databricks partner, to help transform data for customers’ growing use of AI. "Together, we will help organisations turn data into a strategic asset" commented ceo Chis Leahy. Full story here, first
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BIC: B a l o n e y
Infused Claptrap?
Plan: "Penetrate, simplify &
adapt locally to fuel growth"
BIC outlined its strategic roadmap to 2030 with an ambition to reignite growth via value creation. 'BIC to the Future' relies on a more focused portfolio across four major categories, stronger market execution and brand investments. CEO Rob Versloot said "We want to make BIC top of mind across markets". Good luck given stationery's -40% demand demise and lost consumer interest. Full story here, first...
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Suzano suffer price
+ volume pressure
Pulp & Paper volumes down.
Higher pulp prices soften hit
Suzano the Brazilian based pulp and paper producer, reported recovering sales volume and huge pulp price increases CEO Beto Abreu commented on falling demand trends and lower pricing pressures. Full results analysis here, first...
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Modella murders
WHSmith legacy
Vulture to close no-stock.
no service, soulless stores?
Vulture capitalist Modella who killed Staples retail in the UK are at again. Last year it acquired 480 WHSmith stores, renamed them with an anonymous TGJones tag, then closed 150 and starved the rest of stock and servers; then sought vendors credit support, looks like its headed for bankruptcy.. Full story here, first...
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