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2017 May pp banner1200 2
  • smith gerry odp speed 18Is Depot revival,
    a ruse or real?  

    What progress has Gerry
    Smith achieved in 1st year?

    Seeking Alpha analyst Silt Loam Investor reckons 'The Office Depot turnaround has begun' under CEO Gerry Smith, now 12 months in charge . We discuss his case and compare with actual progress to date... Complete
    Read More
  • neri antonio HPE gripHPE reports first
    growth quarter!

    New CEO Neri achieved
    strength in all 8 categories


    Old tech giant HP Enterprise's new CEO Antonio Neri debuted with the Q1'18 financial review, post Meg Whitman's departure. Amazingly, after 2 years of negativity, he was able to report strong performance in all categories....  

    Read More
  • weisler dion HP arm highHP: PC/printers'
    turnaround rolls

    Regains market leadership
    w/top gaming notebooks


    HP Inc, the old tech giant arrested its tailspin down to $52Bn sales (2010 - $66Bn) with its 4th successive growth quarter in the last 6 years. Its CEO Dion Weisler continued his hollow hype re "reinvention & innovation" but is without question maximising a declining market....

    Read More
  • phillips ric EssendantE s s e n d a n t
    i n  d e s c e n t?

    Bigbox buys down in tech,
    OP, furn & jansan; Ind. up


    Essendant (ex-United Stationers)
    the US #1 business supplies wholesaler, reported another disappointing Q4'17. We discuss results with sales chief Harry Dochelli...updated 

    Read More
  • shah niraj wayfair logpgWayfair wave
    rising rapidly

    • Direct growth up 48%
    • 47% placed by mobile
    • Speeding up delivery


    Wayfair, the $4.7Bn international home office furnishings etailer, is blazing a trail as it scales up to meet demand from midmarket consumers and micro businesses. It reported impressive Q4'17 results today...

    Read More
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smith gerry odp speed 18Is Depot revival,
a ruse or real?  

What progress has Gerry
Smith achieved in 1st year?

Seeking Alpha analyst Silt Loam Investor reckons 'The Office Depot turnaround has begun' under CEO Gerry Smith, now 12 months in charge . We discuss his case and compare with actual progress to date... Complete

Read more ...

neri antonio HPE gripHPE reports first
growth quarter!

New CEO Neri achieved
strength in all 8 categories


Old tech giant HP Enterprise's new CEO Antonio Neri debuted with the Q1'18 financial review, post Meg Whitman's departure. Amazingly, after 2 years of negativity, he was able to report strong performance in all categories....  

Read more ...

weisler dion HP arm highHP: PC/printers'
turnaround rolls

Regains market leadership
w/top gaming notebooks


HP Inc, the old tech giant arrested its tailspin down to $52Bn sales (2010 - $66Bn) with its 4th successive growth quarter in the last 6 years. Its CEO Dion Weisler continued his hollow hype re "reinvention & innovation" but is without question maximising a declining market....

Read more ...

phillips ric EssendantE s s e n d a n t
i n  d e s c e n t?

Bigbox buys down in tech,
OP, furn & jansan; Ind. up


Essendant (ex-United Stationers)
the US #1 business supplies wholesaler, reported another disappointing Q4'17. We discuss results with sales chief Harry Dochelli...updated 

Read more ...

shah niraj wayfair logpgWayfair wave
rising rapidly

• Direct growth up 48%
• 47% placed by mobile
• Speeding up delivery


Wayfair, the $4.7Bn international home office furnishings etailer, is blazing a trail as it scales up to meet demand from midmarket consumers and micro businesses. It reported impressive Q4'17 results today...

Read more ...

quinlan tom LSCLSC Comms
losing its way

Tailspinning tales of a
race to the OP bottom


LSC Communications, the OP brand manufacturer (TOPS, Ampad & Pendaflex) spin off from RRDonnelley reported another sales decline and operating loss for Q4'17... Updated

Read more ...

wayfair ARWayfair wins Fast
innovation award

Furniture etailer recognized
for Aug/Virtual Reality

 

Wayfair the leading online furniture supplier for home & business announced that it has been recognized by Fast Company as a Top 10 Most Innovative Company in AR/VR.

Read more ...

bezos amzn meds supplyAmazon expands
Basics own label 

Over the Counter drugs


added to OEM brand range

 

Amazon has launched an exclusive Basic Care line of OTC health products in a challenge to pharmacy chains that could spark a price war and pressurize on private label profit margins.

Read more ...

Conduent ipo xeroxConduent spins
out of control?

Post Xerox split produces
sinking sales & tiny profit


Conduent, the newly separated business services company from Xerox, that largely represented the expensively acquired Affiliated Computer Services, declined in sales again in Q4'17...

Read more ...

xerox ostrichIcahn calls Xerox
board 'ostriches'

Activist investors accused
of misguided campaign 


Xerox' management has hit back at activist shareholders Carl Icahn and Darwin Deason after their open letter slammed the vendor's board of directors in a campaign to prevent the merger with Fuji 

Read more ...

SPR montage 2016SPRichards: slip
slip sliding away

NAPA, Motion Ind. strong
SPR "under critical review"


Genuine Parts Company (GPC)
parent of SPRichards, NAPA and Motion Industries reported slow organic sales and declining profits for Q4'17 amidst a "challenging" environment. The fading SP business is under management review. We discuss options.... Updated

Read more ...

baker doug ecolab brandsEcolab elevation
a c c e l e r a t e s 

New business gains across
all markets + acquisitions


EcoLab the $14Bn in sales, cleaning & hygiene supplies giant to the health care and food services market, reported stronger results in Q4'17

Read more ...

mcmillon dougwalmart palletWalmart wake
up call waning?

NHood/Intl stores good.
Tailed off online v AMZN


The world’s #1 retailer, Walmart (inc. Asda UK) continued steady growth in the US & International in its fiscal Q4'18, but well behind average market growth online; with Amazon 'out of sight'. Updated

Read more ...

sysco delivery guy 2Sysco acquires
Doerle Services

International Food giant
consolidates US market


Sysco Corporation (SYY)
today announced it has acquired Doerle Food Services, a leading Louisiana broadline distributor with approximately $250 million in annual foodservice distribution sales.

Read more ...

antalis truck taillightsAntalis: absent
without leave? 

Struggling Sequana spin
off sinking into oblivion?


Antalis,
the leading European paper merchant spun off by Sequana in June 2017, has yet to report Q4'17 results. We know Antalis & Sequana's  outlook were negative, but both seem determined to avoid reporting terminal decline than reinvention for new markets.... later today

Read more ...

drakeford simon eo.jpgEO buys Spicers'
Alliance member

Is SPOT consolidating hold
on Euroffice/Office Power?


Eurostat,
the £6m Croydon stationery dealer, a member of Spicers' embryo Alliance group,  has been acquired by Euroffice parent EO Group. Available for sale in recent years, is this just another cog in SPOT's plan to consolidate its stockless dealers?

Read more ...

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Latest Frost Bites

Is Office Depot revial reverie or real?

smith gerry odp speed 18Is Depot revival,
a ruse or real?  

What progress has Gerry
Smith achieved in 1st year?

Seeking Alpha analyst Silt Loam Investor reckons 'The Office Depot turnaround has begun' under CEO Gerry Smith, now 12 months in charge . We discuss his case and compare with actual progress to date... Complete

Read More...

Antalis goes AWOL

antalis truck taillightsAntalis: absent
without leave? 

Struggling Sequana spin
off sinking into oblivion?


Antalis,
the leading European paper merchant spun off by Sequana in June 2017, has yet to report Q4'17 results. We know Antalis & Sequana's  outlook were negative, but both seem determined to avoid reporting terminal decline than reinvention for new markets.... later today

Read More...

Will walmart win Staples Advantage?

walmart davidgoliathWill Walmart win
SPLS Advantage? 

Copycat giant may move
for biz delivery network


The World's #1 retailer Walmart is engaged in a vain pursuit of Amazon. The big weakness in its portfolio v Costco and the #1 etailer is business supplies delivery. Staples Business Advantage is available & would provide a perfect national delivery network....Complete

Read More...

Walmart's war with Amazon

amazon v walmart warWalmart's wages
war with Amazon 

No contest! Chasing in vain
try to close sales chasm

 
The Telegraph's David Millward wrote a big article yesterday headlined 'The Retail Rumble' pitching Amazon v Walmart. Interesting, but his comparative numbers and conclusions are questionnable. We discuss... 

Read More...

Adveo the outsourcing 'holesaler

carbo jaime adveo smugAdverse Adveo
the outsourcing
'h o l e s a l e r

Double dealing distributor


closes most European DC'S


Beleaguered, cash strapped, pseudo European OP wholesaler, Adveo has signed a services agreement to outsource logistics in Germany following similar moves in France, Spain & Italy. Yet another tailspinning tale of core service incompetence, dressed up as growth strategy...

Read More...

Pretentious partherships

supplier squeezePretentious
partnerships

Desperate bigbox resellers
bully vendors for profits
against consumer interests


Bigbox demands on vendor brands have been the norm for 30 years. Most details were kept private between partners. Recently, though some defensive dinosaurs have publicised the pressure they are trying to exert on suppliers. We discuss their moves....Updated

Read More...

How to attack Amazon's achilles heel

bezos amazon achilles heelHow to attack
AMZN's achilles

Personalised integrated
same day delivery NOW


Jeff Bezos' Amazon fulfils the business user chooser's service dream. Well almost. Its unsolved problem is one order for everything with multiple deliveries from multiple sources. C'mon wholesalers and dealers, opportunity knocks, step up & act now before its too late. 

Read More...

Spicers Dealer D'Alliance dead

whiteway jeff draining spicers bloodSpicers dealer
D'Alliance dead

Old PALS act revival fails
broadline biz range test


The Office Times
headlined "Spicers reports success for new Alliance programme" in its February issue. How many dealers have signed up to this narrow range 'holesale project and put their business at risk of the predatory SPOT management?  Complete

Read More...

EVO chief Steve Haworth - OPI interview critique

VOW montage 2016 2H o w   N o w
D o w n  V O W?

OPI Interviewed EVO chief
Steve Haworth. PP critiques


OPI
headlined its BIG interview with chief Steve Haworth "EVO on course for an exciting future". We analyse the content and the progress of the VC owned dual distributor from a progressive reseller perspective. Complete

Read More...

Adveo launches new private label

adveo pergamyAdveo pointless
new private label?

Forgettable name with bad
meaning & outdated aims


Beleaguered European dual distributor
Adveo
officially launched its new 'Pergamy' private label range this month. Apart from a dodgy name and meaningless byline, creating a cheap commodity range, is such a last century strategy. Dealers beware...  

Read More...

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