Packaging power
The hygiene & packaging market looks alot like the glorious 80/90's days in OP. Consolidation of regional independents in a market with 10%+ growth fuelled by WFH/ecommerce, led by the major players e.g. ULine and venture capital funds. We review, analyse leaders and trends....
Kaluzny skins SPLS
Former bigbox giants Staples & Office Depot ($52Bn sales 2007) have been destroyed by a mix of incompetence and vulture capitalist's greed. Today, aggregate sales are $19Bn sinking at a $2Bnpa rate. What are the motivations of Sycamore's Stefan Kaluzny and Depot's ceo Gerry 'Bizarro' Smith? We review and comment...
Can dealers svc
Corporations are adjusting rapidly to the hybrid work future. Flexible work is here to stay. How will dealers adapt to a new norm where empowered users order business supplies online, in smaller quantities, expecting the immediate home delivery advanced by Amazon? What will they do to upgrade webstores and broaden ranges to minimise the higher cost to serve? We discuss....
Depot's charade
ODP Corp aka Office Depot has decided to delay previously announced plans to split into two public companies to "mull over sale offers for its retail division", sending its shares up 10%. This bigbox game of charades is a joke; a disintegrating mess run by a bunch of self serving simpletons...
2022 Business
Are we heralding in the Roaring 20's? Apple, Amazon, Microsoft, Shopify have M-powered a new entrepreneurial revolution with affordable personal tech & immediate delivery. Covid advanced 2025 trends: #Paperless #Officeless #Touchless #Bigless #Wasteless & #Carbonless. WFH told us to connect with users by providing personalised productivity services + integrated same-day delivery. We guide on how dealers can take charge of their destiny? New Report inc. 2021 Market Review published today!
Will W e W o r k
The first take of coworking offices start-up WeWork ended in tears after massive, uncontrolled expansion pre-Covid. Its new chief Sandeep Mathrani insists it has matured in time for the flexi-working hybrid office revolution
WMT's 'GoLocal'
Classic copycat Walmart is launching a same day 'white-label' delivery service beyond food, for local and national businesses. It claims it will stand out among rivals, but how when Amazon and Shipt (for Target) have been doing it successfully for years?
Supply Chain
The Baltic Dry Index is anything but an arid subject for economists trying to second-guess the direction of world trade and commerce. It measure shipping rates that rose to a high in October. Since then the index has fallen sharply indicating that the supply crisis may be over?
UPM workers
The Finnish Paperworkers’ Union issued an announcement to leading papermaker UPM yesterday stating its 3 week strike will be extended to 19 February unless new agreements are reached beforehand.
Amazon's hunger
Amazon's chairman Jeff Bezos has huge plans to turn its delivery fleet green consistent with its Climate Pledge to reduce net carbon emissions to zero by 2040. But few of the vehicles are made right now, so what's happening?
Midwich maintains
International AV distributor Midwich expects to report strong sales recovery from the Covid collapse in its FY2021 Review. Moreover, it continued its acquisition programme with the recent addition of a leading UK CCTV distributor...
Fastenal steadfast
Fastenal, the $6Bn in sales, US reseller of MRO & vending supplies, powered ahead in Q4'21 with strong fastener sales and safety supplies in recovery aided by higher prices across the board
P&G's powerful
Procter & Gamble (PG), the leading personal, home & business care brandmaker, continued to report healthy results in Q2'22. Powerful marketing & ad campaigns are winning market share in towels, tissues & detergents eg Charmin, Dawn, Bounty, Tide & Febreze
JBHunt high on
JBHunt the $12Bn US transportation giant reported strong demand in Q4'21. Long haul demand recovered strongly enhanced by integrated capacity, higher value truck loads for essential goods
Unilever under
It's all happening at hygiene giant Unilever. £7Bn was wiped off its market cap today amid worries over a major takeover move for Glaxo’s healthcare division. Meanwhile, an influential shareholder has voiced criticism of ceo Alan Jope for obsessing about sustainability v fundamental profit growth performance. We analyse developments
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