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2 Mar 21
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Updated: 2 Mar 21
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Healthy Hygiene
market momentum
Covid mitigation challenge
Q4'20 Suppliers' Results
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
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28 Feb 21
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Updated: 1 Mar 21
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Print/papermakers
plunge prolongs
#OPocalypse: Diminished
demand+economy+Covid
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
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