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  • OPocalypse now Mar17Beyond OPocalypse to

    A Higher Hygiene
    & Wellness Market

    Pandemic to personal
    productivity protection


    Before the Coronavirus pandemic tragedy the OP market was collapsing with paper & printer makers running below half 2010 demand levels. The 'Essentials' supply focus is a stark reminder that unless business suppliers' service includes hygiene & safety, refreshments, foodservice, IT & packaging products, the future is bleak. Every cloud has a silver lining.... Weekend

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  • Screen Shot 2020 03 24 at 2.40.03 PM'Essentials' ease
    dealers doom

    Hygiene, water, IT, packg
    supplies save deliveries


    The CV shutdown of all businesses except 'Essentials' supply by national & local government in US & UK would normally close office supply dealers. Those progressive resellers that have embraced broadline business supplies, have continued inc. home delivery, even though it means more, smaller individual drops at higher cost to serve....

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  • Screen Shot 2020 03 22 at 3.56.33 PMMask up delivery
    service workers!

    Support front-line food &
    hygiene supply teams


    "The coronavirus (CV) pandemic shows the need to overhaul how to treat delivery & frontline customer service teams" writes Business
    Insider's 
    Diana Enriquez. Good advice for dealers in business supply to ensure service teams 'mask-up' to reassure customers & get CV tests if they sense the symptoms... Updated

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  • Screen Shot 2020 03 23 at 3.04.20 PMHygiene Suppliers
    heighten delivery

    Leaders: P&G, 3M, Clorox,
    KC, Purell, EcoLab respond


    The Coronavirus pandemic has hammered consumers & business supply demand with worse to come. Meanwhile, food & beverage, pharmacy & home technology suppliers are booming inc. makers & distributors that responded to the urgent need for greater personal protection & higher hygiene standards.. We review case studies... Updated

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  • Screen Shot 2020 03 19 at 1.39.09 PMBuybacks v
    B a i l  O u t s?

    Greedy or Needy?
    Can share purchase
    plans be justified now?


    Veritiv
    , the tailspinning US #1 paper merchant just announced a share buy back plan at a time when sales & profits were crashing pre CV. Meanwhile, many corporations are calling for bail out support from government as survival becomes their priority. How do they reconcile this greed with the CV pandemic about to explode across the US?

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Screen Shot 2020 03 24 at 2.40.03 PM'Essentials' ease
dealers doom

Hygiene, water, IT, packg
supplies save deliveries


The CV shutdown of all businesses except 'Essentials' supply by national & local government in US & UK would normally close office supply dealers. Those progressive resellers that have embraced broadline business supplies, have continued inc. home delivery, even though it means more, smaller individual drops at higher cost to serve....

Read more ...

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Screen Shot 2019 11 06 at 5.23.48 PMXerox doubles 

down on dealers

Roll up race with HP for
MTS regional specialists



Copier giant Xerox maintained the roll up acquisition of managed technology services (MTS) providers in its race with HP and top regional specialists. The big question in US/UK's market is the conflict between the giant's direct sales force and its SMB channel partners. Does Chainsaw Icahn's impersonal, cold consultative management team really care?

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Moulton jon terminatorBCap warns on 
Spicers' future

CVirus completes perfect
storm damage to vulture


Vulture Better Capital has issued a ominous warning about its Spicers wholesale & Officeteam businesses amid the Coronavirus pandemic. Given its dire straits before the outbreak we expect owner Jon Moulton to terminate or seek an immediate fire sale 

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Screen Shot 2020 03 25 at 4.21.00 PMAmazon to avail
CV home test kits

Simple finger prick check
welcomed by UK people


A simple Coronavirus home-testing kit could soon be available to order on Amazon in the UK, Members of Parliament have been told. How long before they are rolled out to the hugely needy US population, FDA permitting?

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keane jim scase handsSteelcase slides
down from high

Project furniture demand
decelerates in NAmerica


Steelcase
, the $3.7Bn in sales, global leader in collaborative furnishings, reported slower demand trends in the US/Europe in Q4'20 with a declining order book in the US for Q1

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Polk Dennis synnexSynnex growth
surge subsides

$23Bn tech giant to split
distribution from services


US based Synnex, a leading IT distributor, that plans to separate into two independent companies, reported flat Q1'20 sales reversing impressive 2019 growth rates

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Screen Shot 2020 03 23 at 4.47.25 PMAmazon Care:
Test & Collect

New monitoring program
SCAN gets Gates support


Amazon
is teaming up with a new research effort in Seattle’s King County — one region of Washington most impacted by the virus — to pick up and deliver tests for coronavirus COVID-19. The SCAN monitoring program is backed by Gates Foundation to learn how the pandemic is speading

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mac papers chiefsMacPapers sold
to V/Capitalists

SE papermaker rescued
Fix & flip sale candidate?


Mac Papers,
the $1Bn in sales SE US paper merchant, has sold its business to a venture capitalist group. Given the decline of this market sector we wonder how long before this distributor will be turned over for sale again?

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Screen Shot 2020 03 21 at 8.29.38 PMBest Buy/Staples:
tech sales surge

Home working wave drives
demand for edutech tools


Best Buy CEO Corie Barry issued an COVID-19 update for customers and employees: “We are seeing a surge in demand for products people need to work or learn from home", Similarly Staples retail stores report heavy demand for not only hygiene supplies but PC's, IT accessories and video comms 

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amazon packersAMZN anchored
by CV demands  

'Non essential' supplies
suspension sinks sales


With retail stores closing from the CV pandemic, more consumers are turning to Amazon for faster deliveries. This has resulted in surging sales for its 3rd party sellers, but now it has frozen delivery of 'non-essential' products, the reverse is happening

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