Healthy Hygiene
The #Paperless #Officeless #Touchless & #Spotless future is happening BIGTIME! Business suppliers: makers, dealers inc.designers & managed services providers have pivoted to sell customers PPE, hygiene supplies, WFH technology, air purifiers & office planning services for social distancing. We review and analyse Q4'20 results to date inc. Bunzl, Cascades, Veritiv on 3Mar Updated daily
Resilient resellers
Covid unmasked some resilient resellers who parried the pandemic and pivoted quickly to essential supply in WFH hygiene & tech. It also highlighted the weakness of trad dealers that were stuck with narrow OP ranges; obsolete B2B marketing methods; B2U ignorance and slow service models. We discuss the best and worst practices. Monday
Print/papermakers
Most leading OP, Paper & Printermakers will report Q4'20 results over the next 2 weeks. Printer paper is down 60%+ since 2008; another -20%+ in Q4. The shift to hygiene & packaging products is huge. We analyse Q4 results to date inc. HP, Veritiv, Mondi, Cascades & Verso Paper Updated daily
Deceitful Depot
Beleaguered bigbox ODP Corp (ex-Office Depot-OfficeMax), continued to sink at double-digit rates in Q4'20. OP core sales were crushed with hygiene essentials online softening the decline. We analyse captain Gerry 'Smudger' Smith's hollow & misleading commentary
Opportunities for
"The strong demand for WFH printing presents dealers with major opportunities for new sources of growth, as the hybrid workforce settles in as the new reality" believes HP’s printing business president Tuan Tran told CRN. We challenge his case....
FedEx: carried by
FedEx CEO Fred 'Smug' Smith continued to report 'barebones' Q2'21 results to 31Nov''20. Two rounds of unnecessary, high price hikes boosted sales & profitability. We estimate it lost market share to Amazon, USPS & UPS with a lagging service model
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