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  • Screen Shot 2019 02 26 at 8.41.12 AMHome Depot's
    demand slides

    PRO wholesale division
    offsets falling DIY sales


    Home Depot the $108Bn+ home & business improvement supplier continued to report a slowdown in direct sales in Q2'19. In contrast its $3Bn PRO (ex Supply Works) wholesale division is gaining strength with business service providers....

    Read More
  • Screen Shot 2019 08 19 at 10.02.23 AMInnovative Open
    House at Vikings

    US #1 progressive dealer
    holds productivity show


    Innovative Office Solutions,
    the leading progressive productivity services provider, based in Minneapolis will hold an Open House event at Minnesota Vikings, US Bank stadium on Thursday. We preview the show with CEO Jennifer Smith...Updated

    Read More
  • Screen Shot 2018 12 04 at 12.04.07 PMMarket is about
    Hygiene Harry,
    not Jansan Joe

    Time dealers stepped up
    from commodity selling


    Over the past 25yrs OP dealers have graduated to the FM supplies market via JanSan supplies. Their 'cherry picking' commodity pricing approach has largely failed. Time to shift to a specialist hygiene & safety supplies service, exemplified best by progressive resellers. We discuss their successes....Updated

    Read More
  • Screen Shot 2019 08 19 at 12.48.36 PMT r u s t  m e.... 
    I'm Mac Book

    Microsoft's low level
    ad attack on Apple


    Microsoft's latest Surface TV ad makes a pointed attack on the Apple iPad. These rivals have a history of sniping each other but the latest dodgy 'Mac Book' character stoops very low indeed...

    Read More
  • Screen Shot 2019 03 04 at 11.56.31 AMRecession Risk?
    Retailers retreat

    Consumer confidence set
    to move into reverse gear


    The US Administration & supporting media continue to promote a strong economy. This runs contrary to CEO reports from leading consumer staples makers & slowdown in growth of major retailers since Q3'18. Are we set for a continued demand slowdown or recession? We discuss... Later today

    Read More
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apple watch lucy blue lrApple Watch
Wonder OS6

WWide Conference launch
What to expect next week

 

Apple will debut the next major Watch OS6 update at the Worldwide Developers Conference on June 3. Due to be released in September will reportedly bring a standalone App Store in addition to new health features. Watch this space!

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Latest Frost Bites

It's about Hygiene Harry, not JanSan Joe

Screen Shot 2018 12 04 at 12.04.07 PMMarket is about
Hygiene Harry,
not Jansan Joe

Time dealers stepped up
from commodity selling


Over the past 25yrs OP dealers have graduated to the FM supplies market via JanSan supplies. Their 'cherry picking' commodity pricing approach has largely failed. Time to shift to a specialist hygiene & safety supplies service, exemplified best by progressive resellers. We discuss their successes....Updated

Read More...

Microsoft's Mac Book disses Apple

Screen Shot 2019 08 19 at 12.48.36 PMT r u s t  m e.... 
I'm Mac Book

Microsoft's low level
ad attack on Apple


Microsoft's latest Surface TV ad makes a pointed attack on the Apple iPad. These rivals have a history of sniping each other but the latest dodgy 'Mac Book' character stoops very low indeed...

Read More...

Recession Risk? Retailers retreating?

Screen Shot 2019 03 04 at 11.56.31 AMRecession Risk?
Retailers retreat

Consumer confidence set
to move into reverse gear


The US Administration & supporting media continue to promote a strong economy. This runs contrary to CEO reports from leading consumer staples makers & slowdown in growth of major retailers since Q3'18. Are we set for a continued demand slowdown or recession? We discuss... Later today

Read More...

Domtar leads papermakers protectionist parade

portucel UPM Stora US invasionPapermakers'
protectionist
persistence

Importers' dumping attack
again led by Domtar & Co


Domtar,
the United Steelworkers Union and other domestic papermakers have filed a request with the U.S. Department of Commerce to address the circumvention of existing antidumping orders on uncoated paper imports.

Read More...

Printermakers plunge. Can they reinvent?

Screen Shot 2019 05 23 at 12.01.47 PMPrintmkrs plunge.

Will they reinvent?

Japanese brandmakers all
report steep volume drops


All the Japanese printermakers viz. Canon, Epson, Konica, Kyocera, Ricoh & Brother continued to report serious demand declines. Few have successfully converted to new digital market opportunities. We discuss the future.... Updated

Read More...

Amazon Same Day delivery diverts analysts

amazon delivery woman recAMZN same day

service diversion

Growth deceleration slowed
by expansion of Prime deal


Amazon's
continuing growth slowdown reported in our Q2'19 results analysis, has been misread by analysts and press. The expansion in its same day/next hour service launched in 2016, has increased fulfilment costs at a faster rate than its slowing sales.  

Read More...

Global CapEx 2019 spending curbed

glass half empty fullGlobal CapEx
spend collapse

Trade Wars & tariffs tax
confidence, curb outlook


The 2017 mini-capital expenditure boom is fading fast. Global & US corporate Capex grew a mere 2% last year and a similarly feeble 3% expansion in 2019, caused by uncertainty fueling the economic slowdown...

Read More...

Arrow's IT asset disposal U-turn

Screen Shot 2019 07 22 at 11.15.37 AMArrow U-turn
in ITAD inquiry

Did it treat 2nd hand biz
as product not a service?


In the wake of Arrow Electronics' decision to wind down part of its IT asset disposal (ITAD) operations in the US & UK CRN asks whether this is indicative of a weakening market? We get dealers reaction....

Read More...

Staples stokes up supplier #STRESS

vulture staples removerStaples stokes up
supplier #STRESS

Combined buying squeeze
expected to gain $250m

 
As indicated at Essendant's CORE event in Feb, Staples has combined purchasing power and demanded substantial cost price reductions from vendors. The big question is will savings be invested in dealer growth plans  or pocketed by vulture capitalist owner Sycamore Partners? We discuss... Updated

Read More...

Will Depot Federate or fragment dealers?

Beacham Wayne SPR ABC12Will ODP Federate
or frustrate Dlers?

Will angst over wholesalers'
plans fuel acquisition drive?


Beleaguered
Office Depot
made its 10th dealer acquisition in May, since its Federation drive started in Oct'17. PP sources understand another batch may join in Q3. Given Depot's fragile market capitalisation, what are wholesalers doing to defend a potential dealer exodus? Updated

Read More...

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