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nadella satya MS mouth openMicrosoft Teams
up to zap Zoom

Attacks education market
w/security assurances


Mighty Microsoft is gearing up to attack Zoom, Slack & Cisco in a battle to win the business market for group conferencing & collaboration software. CEO Satya Nadella sees Teams product as crucial to leadership in cloud computing & unified comms 

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Screen Shot 2019 07 24 at 10.11.57 AMGrainger divests
Europe business

Unfastens MRO distributor
to focus on Zoro/Monota


Leading $11Bn in sales, broadline industrial & biz supplier, Grainger has agreed to sell Europe MRO/fastener distributor Fabory Group to a PE firm. It bought Fabory in 2011 and growth has failed to match its international online operations in Zoro & MonotaRO

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Screen Shot 2020 06 01 at 4.01.16 PMNestle can't do 
Incredible things

Burger wars, dispensers,
Poland Spring source news


Nestle,
the global #1 food & beverage supplier, has had a roller coaster year with questions raised against the Poland Spring water source; court issues over its copycat branding with Incredible Burger; and innovation in reusable & refillable Nescafe dispensers.  

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doye phil SBLSBL Doye thinks
outside the box

Ex-Kelway chief plans to
rebrand MoD specialist


After giant IT reseller CDW acquired Kelway in 2016, the latter's founder bided his time before acquiring SBL, the Ministry of Defence tech services provider in 2019. Now one year later he plans to rename the company in line with its original roots and corporate customer focus...

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jelenick craig costco whCostco comps
continue strong 

Free sample incentives
set to return in June


Leading international reseller Costco Wholesale experienced a demand surge when the Covid crisis broke in February with a double digit growth surge in March. Sales returned to their normal strong pace in April with a number of in store promotions set to resume

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dell michael futureD e l l  delivered, 
driven by VMWare

Core categories down.
WFH networking strong


Dell Technologies
reported declines in core servers and storage categories in Q1'21, but a return to profitability. VMWare continues to be the consistent high growth performer, responding to coporates need for WFH IT networking and security 

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UPS TRUCK CRASHUnjust UPS ups
prices amid Covid

New CEO plays into AMZN
hands. Watch FedEx follow


United Parcel Service (UPS
) is adding “peak” surcharges for customers inundating its delivery network with packages & oversize items during Covid. This unprecedented move to recover a flood of shipments & higher costs seems dumb. Watch fading FedEx copy & crash, playing into the hands of #1 ecommerce delivery service Amazon

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WBMason Meehans unstoppableHow WBMason
homered WFH

'One Source Wonderful'
embraces home delivery


US #1 independent business supplier W.B. Mason "didn’t do home deliveries until Covid forced its hand" reports WSJ's Drew Fitzgerald. CEO Leo Meehan: "We found something we like". We review the interview & comment on how WB's same day, personalised delivery will beat Amazon & Staples in its growing marketplaces.

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hume rich tech dataTechData tanks
in WFH market

Losing market share in
Euro & Asia v regionals


Tech Data, the $37Bn in sales global #2 tech wholesaler reported disappointing results for Q1'21. The former growth leader in 2018/19 has reversed course and losing share to regional rivals in US & Europe. Now in the hands of vulture capitalists. What's next?

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Screen Shot 2020 05 27 at 8.26.45 PMPoly plummets

post Plantronics

CEO exits, interim chief
writes off the kitchen sink


Poly (ex-Plantronics),
ex-leader in audio & video coms for business, reported disastrous sales in Q4'20 including huge losses from the extravagant, failed Polycom merger. Complacent CEO Joe Burton has departed to be replaced by an interim chief, who has written off substantial goodwill on the deal

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