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  • Bezos Amazon atop mountainHas Amazon's
    ascent peaked?

    Growth decelerates from
    30%+ to 12% in biz supplies


    Seeking Alpha analyst Bluesea Research opines that Amazon's "revenue slowdown provides a big opportunity for investors". We review the article and highlight opportunities for independent resellers. Later today 

    Read More
  • cornell brian target lrTarget maintains
    solid momentum

    Record store traffic boost;
    click'n'collect sales up 40%


    Target,
    the $74Bn in sales US retailer, maintained strong comparable sales growth both in-store & online in Q1'19. Bold CEO Brian Cornell is confounding critics and investing in new products & inventory to facilitate future demand

    Read More
  • Screen Shot 2019 05 22 at 12.35.17 PMKelway founder
    acquires SBL 

    Buys IT security & cloud
    specialist growth platform

     

    Leading UK IT reseller Kelway founder Phil Doye has made an industry comeback by acquiring cybersecurity & cloud specialist SBL. Doye departed Kelway in 2017, 2 years after its acquisition by US giant distributor CDW...

    Read More
  • Screen Shot 2019 05 21 at 2.25.45 PMEtailers escape
    from reality...

    Casual customer dating
    does not sustain growth

     
    Five years ago, we reported that the rapid OP etailer expansion was peaking, as a result of Amazon's aggression and the incidence of high customer churn from its disloyal 'casual dating' model. Progressive resellers exercising a deep customer intimacy model have achieved sustained success as etailers escape the market...

    Read More
  • Screen Shot 2019 05 21 at 10.44.17 AMStanley's Smart
    factory project

    New Craftsman tools plant
    opening in Summer 2020


    Stanley Black & Decker
    , the $14Bn tools, storage & OP maker plans to open a new Craftsman manufacturing plant in North Texas. This follows the launch of its Manufacturing 4.0 Centre of Excellence centre in Connecticut last month

    Read More
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cornell brian target lrTarget maintains
solid momentum

Record store traffic boost;
click'n'collect sales up 40%


Target,
the $74Bn in sales US retailer, maintained strong comparable sales growth both in-store & online in Q1'19. Bold CEO Brian Cornell is confounding critics and investing in new products & inventory to facilitate future demand




Read more ...

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Screen Shot 2019 05 22 at 12.35.17 PMKelway founder
acquires SBL 

Buys IT security & cloud
specialist growth platform

 

Leading UK IT reseller Kelway founder Phil Doye has made an industry comeback by acquiring cybersecurity & cloud specialist SBL. Doye departed Kelway in 2017, 2 years after its acquisition by US giant distributor CDW...




Read more ...

Subscribe to read!

Screen Shot 2019 05 21 at 10.44.17 AMStanley's Smart
factory project

New Craftsman tools plant
opening in Summer 2020


Stanley Black & Decker
, the $14Bn tools, storage & OP maker plans to open a new Craftsman manufacturing plant in North Texas. This follows the launch of its Manufacturing 4.0 Centre of Excellence centre in Connecticut last month




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Screen Shot 2019 05 21 at 9.51.36 AMExertis Plugs
bold progress

International expansion
drive v top broadliners


UK Based tech reseller Exertis held its annual 'Plug In' partner event last week, in the illustrious surrounds of Silverstone race track. New group MD Tim Griffin outlined his differentiation plans v international powerhouses Ingram & TechData....

 




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menear craig.HDHome Depot's
growth sliding

PRO wholesaler model
outpaces slow DIY sales


Home Depot
the $108Bn+ home & business improvement supplier again reported slower growth in direct sales. In contrast its $3Bn PRO (ex Supply Works) wholesale division is gaining strength with business service providers....




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HP death of the printerPrinters plunge
in Europe Q1'19 

Context research confirms
brand leaders sales trends


Sales of printer hardware through distributors in West Europe (WE) were sharply down by 4.2% in Q1 2019, according to the latest distribution data published by CONTEXT.




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Screen Shot 2019 05 20 at 9.34.05 AMSoftcat soars on
strong IT sales

Gaining UK market share
w/huge upside potential

 

UK's fast growing #2 IT reseller Softcat, reported tremendous progress in its Q3'19 trading update. CEO Graeme Watt (pic left with Michael Dell) talks about market share gains and the huge upside potential...




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DIRTT Neocon17 stairsDIRTT rebuilds
growth drive

Renewed focus on core
after new CEO starts.


DIRTT Environmental Solutions,
the tech design/installer of sustainable office & residential interiors, continued its recovery in Q1'19 following the management disruptions of 2018




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depot brainwash2Depot federates
10th office dealer

Top webstore marketer
joins disintegration drive


Desperate Office Depot continues to add OP dealers to its 'Federation' programme, whilst its core business & the $1Bn toxic Compucom acquisition sinks. Meanwhile, Staples, Essendant & SPRichards compete with capitalisation plans of their own. 




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KP purex ladyKP Tissue on a
roll + price boost

White Cloud brand makes
rapid inroads in US market


KP Tissue (previously known as Kruger), the Canada based leading international brand tissue maker, continued to win share in the US consumer & business supply market with its quality brands drive, boosted by price rises




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Screen Shot 2019 05 17 at 3.27.52 PMAmazon stakes
high in Deliveroo

Targets Uber food delivery
service. Next move to US?


Amazon lead a $575m funding round in the UK-based food delivery company Deliveroo, continuing its diversification into the takeaway market. Will the US be the 15th country of its rapid expansion? 




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Screen Shot 2018 11 14 at 9.17.12 PMWalmart awoken
& aping Amazon

Organic growth steady.
Web sales 7% US sales mix
Nxt day delivery roll-out

The world’s #1 retailer, Walmart (inc. Asda UK) continued its strong 2 years recovery pattern in Q1'20, with above average market growth online, but a tiny & deficient offering compared with Amazon's rapid delivery service...




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poncin herve antalis ceoAWiggins owner
enters liquidation

Uncertainty over Antalis as
ex-parent Sequana dies

 
Sequana, parent company of papermaker Arjowiggins and currently the majority shareholder in Europe's #1 paper merchant Antalis is to be liquidated, a French court has ruled. How will CEO Herve Poncin restructure Antalis?




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martin geoff CCLCCL's ascent
re-accelerates

Acquisitions and price
increases boost Avery


CCL Industries,
the $5Bn in sales specialist labelmaker, including Avery, reported stronger sales growth for Q1'19 fuelled by acquisitions




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smith jennifer innovative 17Industry awards 
the leading lady

Innovative CEO recognized
for 10X growth in 10 years


Jennifer Smith,
CEO of Innovative Office Solutions, the rapidly growing business services US reseller, will be honoured at BSA's Leadership Award dinner in September. We speak with Jennifer... Updated

 




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Screen Shot 2019 05 15 at 3.26.26 PMAlibaba amasses
50% growth gains

China's buoyant economy
aids dominance in MCom


Alibaba Group,
the $56Bn+ in sales, Chinese Mcommerce giant accelerated sales growth in its Q4'19 report by adding millions of new users, driving local delivery services, plus its rapidly growing Cloud Computing division...




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Latest Frost Bites

Has Amazon ascent peaked?

Bezos Amazon atop mountainHas Amazon's
ascent peaked?

Growth decelerates from
30%+ to 12% in biz supplies


Seeking Alpha analyst Bluesea Research opines that Amazon's "revenue slowdown provides a big opportunity for investors". We review the article and highlight opportunities for independent resellers. Later today 

Read More...

Etailers escape from market reality

Screen Shot 2019 05 21 at 2.25.45 PMEtailers escape
from reality...

Casual customer dating
does not sustain growth

 
Five years ago, we reported that the rapid OP etailer expansion was peaking, as a result of Amazon's aggression and the incidence of high customer churn from its disloyal 'casual dating' model. Progressive resellers exercising a deep customer intimacy model have achieved sustained success as etailers escape the market...

Read More...

Etailers maul Mall retailers

Bezos godzillaEtailers maul
mall retailers

Death by 1000 cuts
for department stores


Seeking Alpha analyst Wolf Richter reports on the rise and rise of ecommerce at the expense of retail stores especially, the mall locations. We discuss and analyse his findings... Later today

Read More...

Is it all clicking for Wayfair?

Screen Shot 2019 02 22 at 9.25.47 AMIs it all clicking
for Wayfair?

Skyrocketing sales. What
about service & profits?


"Wayfair
, the #1 US furniture reseller is a newly minted Fortune 500 entrant. It has two visionary founders, 2,300 data geeks, and skyrocketing sales. Now it just needs to turn a profit" writes contributgor Jeffrey O'Brien. We discuss his article plus its growing delivery service issues weighing on the brand

Read More...

Amazon v Walmart War - Who's winning?

Amazon v walmart sumoAMZN v Walmart
War. Who wins?

US #1 retailer online sales
tiny compared w/Godzilla


Walmart's
 steady growth trend has attracted praise from financial press. However, its important to get real when comparing progress v #1 Amazon. Godzilla's US sales online are 6X v Walmart from faster webstore experience & delivery service. We compare the key metrics.....Updated

Read More...

Will tariffs trump private label lemmings?

Screen Shot 2019 05 14 at 8.35.32 AMWill Tariffs trump
PLabel lemmings?

China Trade War threatens
price hikes for bigboxes


The huge hike in tariff rate to 25% proposed on Chinese imports will almost certainly be passed on where possible to consumers. However, will businesses resist particularly on paper-related private label products? Updated

 

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Disconnected dealers - 2019 Update

disconnected dealer2Disconnected
dealers act now!

Old motive: High GP's;
New: User productivity


Late last century, normal OP dealer motivation was maximising margins and maintaining relationships with stationery buyers. Enter the digital 2000's, Amazon has led the market with personalised service beyond the buyer to Lucy, the typical user chooser, with faster delivery service across a broader business supplies selection. Time to go beyond the buyer! Complete

 

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Will Bain expand hygiene further or flip?

Screen Shot 2019 05 02 at 6.13.13 PMWill Bain expand
hygiene interests
further or flip? 

Bought & IPO'd HDSupply;
Next: Diversey & Imperial?


VC Bain Capital an original investor in Staples has invested in the FM/Hygiene supply market in recent years. In 2017, it bought a top hygiene brand Diversey from Sealed Air and last week took a majority stake in Eastern US jansan reseller Imperial Dade. What's the plan? We look at the options to invest further or flip? Complete

Read More...

Alibaba to grab Office Depot?

Screen Shot 2019 04 29 at 1.05.04 PMWill A l i b a b a
grab  D e p o t?

China partner to rescue
desperate one cheaply?


Alibaba
, the Chinese based global ecommerce marketplace giant, formed a 'collaborative partnership' with Office Depot last month. What is Alibaba's intent given that it has yet to penetrate the US market successfully? Complete

 

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Fastest delivery speed winner? WMT, TGT or AMZN?

amazon prime deliveryFastest delivery 
speed winner?

Analyst: "WMT & TGT
steps ahead of Amazon"


"Traditional  retailers "Walmart and Target are a step ahead of Amazon in delivery moving to same-day" according to retail equity analyst John Zolidis. Keep up, Amazon have been delivering same day to the world's major cities progressively since 2014.

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