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Acco shares up
40% in month!?
Volume down -50% vs '19.
Which predator is circling?
Acco Brands ex-OP brand leader, reported weak results again in Q1'26, with volume down -50%+ since 2019. Market cap reached a low of $250m in April, but has since soared by +40%, why? Over recent years there has been much takeover speculation with Atlas Holdings' roll up of OP makers the primary suspect? Full story here, first...Updated
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HON + Steelcase
demand s t a l l e d
SMB market in slow recovery
Furniture volume -40% v '20
HNI (HON+ AllSteel +Steelcase) the $6Bn US furniture maker, reported a decline in office demand in Q1'26. CEO Jeff Lorenger commented “In our furniture businesses sales were down on an organic basis, with modest growth in SMB customers" . Full analysis here, first...
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Energizer's dead
battery d e c l i n e
Declining volume, offset by
higher pricing yields losses
Energizer the battery and auto-care supplier to businesses, continued to lose market share in Q2'26. CEO Mark Livigne comments seem hollow "Our priorities remain clear: restoring growth and margins" Yet another decline? Report analysis here, first
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Newell Brands'
house collapse?
Is Writing on the Wall?
Maxing margins in decline
Newell Brands (inc.Rubbermaid) the $6Bn house of business & consumer brands' sales volume fell again in Q1'26 (down -50%+ v 2019 norm). Complacent CEO Chris Peterson commented "all three segments delivering core sales above our expectations". Really? Can he create a growth strategy v the usual cost cutting projects? Full report analysis here, first...
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Acco's skid feels
like a landslide?
Can Tedford turn it around?
Can OP relic be reinvented?
Acco Brands ex-OP brand leader, reported weak results again in Q4'25; volume down -50%+ since 2019. The previous ceo failed to grasp new market opportunities inc.hybrid office & AV? Can ceo Tom Tedford turn it around. He said "We delivered a solid start to the year, with both sales" ? Full analysis here, first
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Wayfair's volume
maintains strength
US mkt strong. International
demand slow.Germany shut
Wayfair the $12Bn US/UK home & office furnishings etailer, reported higher sales volume and order values in Q1'26. CEO Niraj Shah commented "While the furnishings category experienced a choppy start , we outperformed the market". Full report analysis here, first
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Xerox on rocks.
Chainsaw chops
Sales down -63% in 10yrs
CEO ousted. Icahn guy in!
Xerox Corpsales continued in freefall in Q1'26. Efforts to turnaround the tailspinning old tech giant have failed. Recently a PE firm agreed to support a JV to shore up its balance sheet. New ceo Louie Pastor is an Carl 'Chainsaw' Icahn appointment looks ominous. Full story here, first...
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Acme advances
in Meds supply
Westcott cutting tools less
sharp. New acq'n in Jan
Acme United the cutting tools, safety and meds supplier reported a demand recovery in Q1'26. CEO Walter Johnsen commented on the softness in US markets in contrast to CA/EU strength; and the advance in medical supplies. “We've been purchasing additional inventory in preparation for product shortages resulting from the war in Iran”. Full analysis here, first
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Gensler: Future of
Workspace Design
How hybrid work lifts culture
productivity, and collaboration
New Gensler research finds that AI’s biggest users are also its most collaborative — and reveals what offices need to become., Organizations now have data on how hybrid work impacts their business and culture. While tech allows people to work from anywhere, the office matters more to enhance engagement, productivity, and collaboration. Workspace design must respond to these new expectations...
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Xerox on rocks.
Chainsaw chops
Sales down -63% in 10yrs
CEO ousted. Icahn guy in!
Xerox Corp sales continued in freefall in Q4'25. Efforts to turnaround the tailspinning old tech giant have failed. Recently a PE firm agreed to support a JV to shore up its balance sheet. Now ceo Steve Bandrowczak is out after 4 years to be replaced by a Carl 'Chainsaw' Icahn executive. Full story here, first...
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