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  • vulture capitalist crash graphBIGBOX  B U S T ?

    SPLS & Depot self destruct.
    Is The End Nigh? Probably.


    Staples
    just closed its contract furniture division. Sycamore & ODP are haggling over the price of Depot's stores portfolio. Depot is drowning in b l o o d. OP dealer acquisitions have ceased. Combined sales have fallen from $52Bn (2007) down to <$20Bn today. We explore causes and prospects... Complete

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  • commodity cliffPaper-Printerless
    market on pause

    #OPocalypse: Diminished
    demand gets price relief


    Most leading OP, Paper & Printermakers have now reported Q3'21 results. Printer paper is down 70%+ since 2008. The shift to hygiene & packaging products is huge. The Covid crash caused users to accelerate the move towards digitisation as print diminished. We analyse results to date...inc Mondi, Sylvamo & HP later today

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  • Amazon Bezos Climate PledgeHow Green are
    market leaders?

    Has COP26 inspired action?
    Genuine or Greenwash?
    Progress benchmarks?


    211 leading companies have signed up for The Climate Pledge initiated by Amazon's Jeff Bezos, committing to achieve Carbon Net Zero by 2040.  Admirable plan, but how will the 23 leading business supply leaders benchmark progress? What are the annual progress measurements? We explore...Updated daily

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  • Screen Shot 2021 11 21 at 5.15.43 PMHi Hybrid workers

    Thurs' new Friday?

    3days 'in office' emerges
    as fav future work sched


    I don't like Mondays - or Fridays: London City workers decide 3days/week in the office is enough. "Hybrid working and spending patterns post-pandemic as commuters spend less time in the office leaves small businesses and employers reeling" writes The Telegraph's Matt Oliver. Paradoxically, business productivity is improving...

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  • Hygiene clean office 21Healthy Hygiene
    market
    momentum

    How've leaders fared post
    Covid peak? Q3'21 analysis


    The #Paperless #Officeless #Touchless future is happening bigtime! Now hygiene is the #1 business supply category alongside technology. Progressive business suppliers: brandmakers, dealers & MSP's have pivoted to sell customers hygiene, safety & packaging, WFH-tech and wellness services.. We analyse Q3'21 results inc. Berry & Brady Corp.

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Screen Shot 2021 11 23 at 11.06.52 AMIP spinoff Sylvamo
Ppr's steady start

Oct1 NYSE stock mkt debut
Higher prices hike sales


In Dec'20, top packaging and papermaker International Paper announced it would spin off its paper business into a separate publicly traded company. On Oct 1, Sylvamo went public on the New York Stock Exchange and now it reports Q3'21 financial results

"Tomorrow's News Today,

not yesterday's news tomorrow."

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