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  • retail-gloom-lady-cart.pngR e t a i l
    R e t r e a t
    R e t u r n s

    Bigbox & trad dealers
    face death by 1000 clix


    The financial media e.g. CNBC, WSJ, FT has been rhetorical in promoting the 'strong consumer' during 2019, almost to the point of denial of the economic slowdown. Now facts are being reported from leading 'WATCH' retailers that confirm sales growth has stalled, hit by tariffs and economic uncertainty. We preview and analyse Q4'19 results. Updated

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  • Icahn chainsaw carlHP's hopeless
    Xerox defence

    Intimidating Icahn leaves
    Lores frozen in headlights


    The absurd $33Bn bid by Xerox driven by Chainsaw Carl Icahn for the 6X larger HP Inc. should not be happening, HP's board is behaving like an underdog talking about an unconvincing "undervaluation" rather than dismissing the dinosaur copier giant, or more positively counterbidding and taking over Xerox's better equipped direct salesforce

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  • target off targetTarget's tumbling
    Q4 sales trends 

    Electronics hit & slower
    BOPUS growth v AMZN

     

    Leading US retailer Target reported decelerating sales growth trends in recent quarters compared with 2018. Q4'19 sales, including the Christmas-Thanksgiving holiday, sales fell in organic terms for the first time in recent years

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  • Screen Shot 2020 01 13 at 12.56.57 PMPurell's pure
    hygiene plans 

    GOJO's new CEO Jaros'
    germ fighting growth aim

     

    Effective 1 Jan GOJO Industries, the Purell hygiene brand maker, named Carey Jaros as CEO. We interview Carey about her plans to accelerate the growth of the 'Purell Solution', to holistically fight the spread of illness causing germs. Tomorrow

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  • 2020 predictions2020 Predictions:

    OPocalypse or
    Opportunity?

    Who will lead the single
    source biz supply market?


    What will happen with Amazon, Apple, Staples, Essendant, SPR, Depot, WBMason, HP/Xerox, Uber, Imperial Dade, SPOT (Spicers-OfficeTeam), EVO/VOW, Westcoast, dealers, groups, wholesalers, manufacturers in 2020. Here are our predictions.... Complete

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Screen Shot 2019 11 22 at 1.19.14 PMClover claimed
by Vulture Cap

#1 US recycler saved in
printer market collapse


Clover Imaging Group
, the leading remanufacturer of printer cartridges, has announced that current backer 4L Holdings has joined forces with vulture capitalist Norwest to buy the company. This move follows intense pressure from HP's attack on recyclers and plummeting print demand....

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