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Screen Shot 2019 02 21 at 1.02.24 PMN e w e l l  CEO
Polk pushed out

Activists forced out after
Jarden merger debacle

As icommented in 2018 quarterly report analyses, disintegrating 'House of Cards', Newell Brands today announced that Michael Polk, CEO since 2011 will "retire" his executive  position in Q2'19. 


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Top News

Staples launches new logo & sub brands

Screen Shot 2019 04 02 at 3.12.36 PMStaples: Back
to the Future?

Launches Last Century
revival of sub-brands
w/'Worklife Fulfilment'

Today Staples
 announced its "commitment to help customers create productive workplaces" with 5 sub-private label collections, a new corporate identity and webstore.  Looks like a renewal of its 1990's strategy?


WBMason triples down in FM supplies

WBMason unstoppable trainWBMason triple
hygiene play

Acquires NY & CT state
FM, Jansan & FS dealers

US #1independent mega dealer WBMason, made its first 3 acquisitions of the year in the drive to expand in the growing hygiene & foodservice market. We spoke with CEO Leo Meehan about details and growth plans 


Office Depot Q1'18 Profit Warning

depot max blood drain storesDesperate Depot
drains more blood

Compucom crash & failure
to pass on paper increases

Office Depot
continued its desperate decline, issuing a profit warning for Q1'19 resulting from failure at the costly Compucom purchase; and incompetent price management of paper supply contracts 


Paper Price Increase push back

supplier squeezeP u s h  back on
paper price hikes

Asian papermakers target
US market via S. America

US papermakers signalled months ago an 8% price hike effective in March/April 2019. Today that increase looks most unlikely given competitive pressure coming from Asian importers .... Later today


Sycamore seeks to cash in on Staples

vulture staples removerSycamore seeks
to cash in SPLS

Plans equity exit, via IPO,
will raise debt to $5Bn+

Vulture capitalist Sycamore Partners is looking to take most of its cash out of Staples through a recapitalization that will increase the debt load 25% to $5Bn. Financial engineering or asset strip?


Paper price hikes halt; demand dips

commodity cliffPaper price hikes
halt; demand dips

Paper& packaging market
cap falls as inventories rise

Paper and packaging public company market capitalisations fell today on weak industry demand data. The 20% price hikes over the past year have suppressed demand even more and analysts expect the latest price increase proposals to be reversed...


Antalis chief discusses parent's demise

Screen Shot 2019 03 26 at 2.52.15 PMAntalis chief's
defence & denial

Paper merchant distances
itself from Sequana demise

Leading European merchant
is “driving the process” of selling on majority shareholder Sequana’s shares as the group files bankruptcy & papermaker partner Arjowiggins goes into administration. Why the defence & denial?


Amazon demotes private label

bezos amazon achilles heelAmazon demotes
privte label listing

Political & original brands'
backlash forces relegation

 has removed promotional spots in its webstore that gave special treatment to private label & exclusive products as political & original brand partners' dissent grows of unfair practices...


ISG making Connexions

forman gentile epic 16jpgISG Charting

Furniture marketing
to SMB's for members

the leading US business supply dealer group is holding its 2nd Connexions Annual meeting 19-20 Sept in Florida to power member sales in the fast growing SMB market ....


ArjoWiggins works with best bidder

Screen Shot 2019 03 28 at 10.05.18 AMArjoWiggins works
with best bidder

Admins consider offers for
Conqueror fine papermaker

Administrators at the Arjowiggins UK fine papermakers operations are working with a preferred bidder for a large part of the business and hope to conclude a deal next month.


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