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
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. RB, Ecolab, Motion & Brady CorpUpdated 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....
Reimagining
Following the views of furnituremakers Herman Miller's Andi Owen and Workrite Ergonomics' Charlie Lawrence, PP gets the thoughts from business supply distribution leaders at Essendant, Innovative, Guernsey & Warehouse Direct. We summarise and comment and next week get more views from specialist furnituremakers & dealers.
Depot buys P2P
ODP Corp (aka Depot), today announced the acquisition of a leading Procure-to-Pay (P2P) software provider. "The strategic plan is to deliver an integrated supply chain platform designed to transform how businesses control buy & sell transactions" said ceo Gerry Smith
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