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  • vulture capitalist crash graphBIGBOX  B U S T ?

    SPLS & Depot self destruct.
    Is The End Nigh? Probably.

    just closed its contract furniture division. Sycamore & ODP are haggling over the price of Depot's stores portfolio. Depot is drowning in b l o o d. OP dealer acquisitions have ceased. Combined sales have fallen from $52Bn (2007) down to <$20Bn today. We explore causes and prospects... Complete

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  • commodity cliffPaper-Printerless
    market on pause

    #OPocalypse: Diminished
    demand gets price relief

    Most leading OP, Paper & Printermakers have now reported Q3'21 results. Printer paper is down 70%+ since 2008. The shift to hygiene & packaging products is huge. The Covid crash caused users to accelerate the move towards digitisation as print diminished. We analyse results to date...inc Mondi, Sylvamo & HP later today

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  • Amazon Bezos Climate PledgeHow Green are
    market leaders?

    Has COP26 inspired action?
    Genuine or Greenwash?
    Progress benchmarks?

    211 leading companies have signed up for The Climate Pledge initiated by Amazon's Jeff Bezos, committing to achieve Carbon Net Zero by 2040.  Admirable plan, but how will the 23 leading business supply leaders benchmark progress? What are the annual progress measurements? We explore...Updated daily

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  • Screen Shot 2021 11 21 at 5.15.43 PMHi Hybrid workers

    Thurs' new Friday?

    3days 'in office' emerges
    as fav future work sched

    I don't like Mondays - or Fridays: London City workers decide 3days/week in the office is enough. "Hybrid working and spending patterns post-pandemic as commuters spend less time in the office leaves small businesses and employers reeling" writes The Telegraph's Matt Oliver. Paradoxically, business productivity is improving...

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  • Hygiene clean office 21Healthy Hygiene

    How've leaders fared post
    Covid peak? Q3'21 analysis

    The #Paperless #Officeless #Touchless future is happening bigtime! Now hygiene is the #1 business supply category alongside technology. Progressive business suppliers: brandmakers, dealers & MSP's have pivoted to sell customers hygiene, safety & packaging, WFH-tech and wellness services.. We analyse Q3'21 results inc. Berry & Brady Corp.

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Screen Shot 2021 11 27 at 12.23.11 AMFellowes BOSS
Industry Awards

VOW connections clean up
at group & personal levels

The winners of the UKI's 
BOSS Industry Awards 2021 were announced last night at its big in person Manchester event. Innovative manufacturer for the ages, Fellowes and VOW wholesale connections were dominant including personal professionals recognition level...

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Atkinson Peter MacFarlaneMacFarlane powers
packaging market

Organic growth plus acqns
drive double digit % gains

UK packaging giant MacFarlane Group reported strong organic growth in Q3'21 plus new acquisitions' progress. CEO Peter Atkinson commented on the relentless progress and market prospects for the group...

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industrial supplies invasionBig 50 Industrial
Disties' insights

Forecasts 2022 & Trends:
inc.Grainger. MSC, Motion

2021 was a tumultuous year following on from the Covid collapse the year prior. And while the days of shutdowns, sanitizers and masks may be nearer an end, they’ve been replaced by supply chain hurdles, worker shortages and inflation. Neverthess the big industrial distributors give their views on the way ahead...

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Screen Shot 2021 11 24 at 12.48.40 PMM u s t  dealers
match Amazon?

Complacency curse causes
conservative coagulation

"The Amazon Effect: Must Distributors Keep Up?" asks Modern Distribution Magazine.Whether fast-shipping and delivery experience is necessary in B2B e-commerce may depend on who you ask. It sounds like a typical question traditional OP dealers, in denial, have reacted to whilst Godzilla eats their lunch...

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Lores Enrique hp 20HP inks instant

print+price hikes

PC's losing share. Flat Print
saved by direct subs svce

Old tech giant, HP Inc's printer & ink sales were flat in Q4'21. PC demand was strong but still losing market share. Can long serving complacent CEO Enrique Lores really sustain growth and reinvent the fading force?

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dell michael futureDell delivers top
consumer solutions

Latitude+Precision systems
drive anywhere networking

Dell Technologiesreported stronger category performances in Q3'22, and improved profitability. VMWare continued to be the consistent high growth performer, responding to corporate needs for WFH IT networking and security.

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Screen Shot 2021 11 23 at 1.08.01 PMInvestors careless
on Sustainability? 

Corp ceo's Green agenda
hindered by shareholders

With COP26 only weeks behind us, more than half of UK investors admit sustainable investing is not a priority for them, with just under 45% saying it is important and it is a priority in their investment portfolio. We analyse and comment on City broker HYCM's research 

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watt graeme softcat 21Softcat soars high

CEO:Double-digit% growth
as workers return to office

UK #2 tech reseller Softcat reported double-digit sales growth across the board in its Q4'21 CEO Graeme Watt was optimistic about 2022 given new major contract wins and return to office of employees and customers

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Screen Shot 2021 10 22 at 6.06.36 PMHP prints money
from Instant Ink

Skg Alpha analyst's take
on tech giant's prospects

Old tech giant HP Inc is a major companiy that remains reasonably valued. It is making huge  money by generating free cash flow from its printing business. While it's not growing it has shown resilience with the direct Instant Ink subs-as-a-service & 3D printing to industry. We discuss...

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Screen Shot 2021 11 23 at 11.06.52 AMIP spinoff Sylvamo
Ppr's steady start

Oct1 NYSE stock mkt debut
Higher prices hike sales

In Dec'20, top packaging and papermaker International Paper announced it would spin off its paper business into a separate publicly traded company. On Oct 1, Sylvamo went public on the New York Stock Exchange and now it reports Q3'21 financial results

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