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Salingram Ravi newellNewell's home
run in hygiene 

Rubbermaid rebounds to
offset weak writing brands


Newell Brands,
 a leading house of business & consumer brands, reversed declining sales trends with a strong Q3'20, boosted by the WFH demand for hygiene products. Can ex-Max CEO 'Ravi Saligram maintain momentum in 2021?

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Screen Shot 2020 06 12 at 12.02.29 PMStarbux burned
but rebounding

Covid casualty recovers
w/China & AOV surge


Starbucks, the international personalised coffee services giant, reported Q4'20 results with a tale of 2 markets. China has rebounded from its Q1 lockdown; and now US is recovering despite inconsistent Covid Government policies. CEO Kevin Johnson opened up on transformation plans

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plantronics lady painPoly plummets
post Plantronics

CEO gone, new CEO
writes off kitchen sink


Poly (ex-Plantronics) the
 former leader in audio & video comms for business, reported disastrous sales in Q2'21 including the extravagant, failed Polycom merger. The new interim chief, has written off substantial goodwill on the deal and now presides over a sinking ship

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Screen Shot 2020 09 22 at 12.58.43 PMApple aces with
WFH Macs/iPads

Services & Watch surge
outstrips weaker iPhones


Apple,
 the ultimate personal productivity tool designer, reported weaker sales & profits in Covid hit Q4'20 boosted by WFH sales of Macs & iPads. Surging Services & the Apple Watch offset low sales of iPhones pre delayed 12/5G version launch in October

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Bezos Amazon atop mountainAMZNIFICATION
a c c e l e r a t e s

Covid customized, Primed
for same-day user delivery


Amazon's phenomenal sales growth acceleration continued during the Covid hit Q3'20, 2X 2019 rates. Business Supplies growth was boosted by WFH delivery of 'essentials' inc. Tech, PPE, hygiene & food supplies. The 'Everything Store' is now established as consumers' 'first call' broadline supplies provider. Most comprehensive report & analysis here...

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Keurig lady coffeemakerKeurig brews hot
at home; biz cold

Dr. Pepper brands' strong
'Drink well, Do good' plan


Keurig Dr. Pepper
, the $11Bn beverage giant confirmed progress with its house of beverage brands in Q3'20 results. Meanwhile, core WFH coffee results were strong even though hurt by the Covid hit business market

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paper glutI P: Packaging
dips. Paper pits

Covid crisis cuts printer
paper demand by half


International Paper
the leading packaging & papermaker, reported diving demand for printer paper in Q3'20. CEO Mark Sutton continued its reinvention into an international packaging powerhouse

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kyocera man ptrKyocera crushed

in managed print

Components growth can't
offset sinking systems


Japanese print and auto components maker, Kyocera Corporation continued to report declining revenues in Q2'21. The Components business was steady but the Equipment & Systems divisions sales dived particularly MPS/document solutions.

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yamana shoie konica ceoKonica's MPS
demand crushed

Plunging print hits US/EU
China market recovers


Konica Minolta
the $10Bn Japanese MPS/printer group published deeply declining sales in Half 1'21. It looks unlikely that it will resume an acquisition drive to compete with Xerox/HP's moves for the few large MPS providers remaining?

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usui minoru epson sadEpson  printer
plunge persists

High-cap eco tanks flat
VCom & wearables down


Epson,
 a leading printer and visual presentation products maker continued to decline in all its product categories in H1'21 to 30 Sep. CEO Minoru Usui reported the damaging effect of US tariffs and Covid for its market depression

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