2017 May pp banner1200 2 mob
2017 May pp banner1200 2
  • Screen Shot 2018 11 13 at 1.28.54 PMStaples Sales
    force exodus?

    Sycamore's asset strip
    accelerates across board


    Vulture capitalist Sycamore Partners owner of Staples continued its signature asset strip with retail, furniture and the Business Advantage's sales force in focus. How far will it go this time?

    Read More
  • Screen Shot 2018 11 13 at 10.50.03 AMAmazon's triple
    split HQ2 play...  

    Spreads locations to suit
    worker skills & social base

     

    Phew! The long drawn out Amazon HQ2 location decision process is complete. Unable to find one ideal location, it has decided to go where the tech workers want to be in Washington (DC) & NYC; and for its centre of fulfilment excellence in Nashville (TN). We discuss...

    Read More
  • menear craig.HDHome Depot's
    growth slowing

    Interline MRO catalogs
    maintain online growth


    Home Depot the $100Bn+ home & business improvement supplier reported steady but slower growth in sales and profits especially in its wholesale service to its Pro business service providers....

    Read More
  • Foss eric aramarkAramark buys
    services growth

    Strong performance in
    growth market sectors


    Aramark the global $16Bn business services provider in food, facilities management and uniforms reported strong growth in its Q4'18 results....

    Read More
  • murphy donal dccDCC/E x e r t i s
    maintains growth

    Drives into visual comms
    in UK, US & Canada mkts



    IT & OP wholesaler Exertis' parent company DCC Group today released an interim management statement for its trading to 30 Sep'18. New CEO Donal Murphy reported impressive growth via new acquisitions. and organic growth
    Read More
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Screen Shot 2018 11 13 at 1.28.54 PMStaples Sales
force exodus?

Sycamore's asset strip
accelerates across board


Vulture capitalist Sycamore Partners owner of Staples continued its signature asset strip with retail, furniture and the Business Advantage's sales force in focus. How far will it go this time?

Screen Shot 2018 11 13 at 10.50.03 AMAmazon's triple
split HQ2 play...  

Spreads locations to suit
worker skills & social base

 

Phew! The long drawn out Amazon HQ2 location decision process is complete. Unable to find one ideal location, it has decided to go where the tech workers want to be in Washington (DC) & NYC; and for its centre of fulfilment excellence in Nashville (TN). We discuss...

Read more ...

menear craig.HDHome Depot's
growth slowing

Interline MRO catalogs
maintain online growth


Home Depot the $100Bn+ home & business improvement supplier reported steady but slower growth in sales and profits especially in its wholesale service to its Pro business service providers....

Read more ...

Foss eric aramarkAramark buys
services growth

Strong performance in
growth market sectors


Aramark the global $16Bn business services provider in food, facilities management and uniforms reported strong growth in its Q4'18 results....

Read more ...

murphy donal dccDCC/E x e r t i s
maintains growth

Drives into visual comms
in UK, US & Canada mkts



IT & OP wholesaler Exertis' parent company DCC Group today released an interim management statement for its trading to 30 Sep'18. New CEO Donal Murphy reported impressive growth via new acquisitions. and organic growth

Read more ...

Screen Shot 2018 11 12 at 7.55.33 PMProgressive
Resellers at
EPIC Expo'18

Interviews with members
A&W Supply, AZOR & Pulse


At EPIC Event & Expo for ISG/TriMega members we were struck by the buoyant mood despite the perfect storm of the Amazon attack, wholesalers' withdrawal, STRESS disruption & the OPocalypse. We interviewed 3 progressives on future prospects....Later today

Read more ...

clarke jeff KodakKodak cracks
getting deeper

Losing sales volume in
print & ink jet systems
Sells FlexoPkg division


Eastman Kodak reported declining results again for Q3'18. It's CEO Jeff Clarke (pic left) continued in denial rhetoric "strong performance", clutching at straws in an enterprise that is dying by a thousand cuts

Read more ...

Screen Shot 2018 11 13 at 11.38.48 AM

Alibaba Singles
Day spectacular

11/11 Sunday trading soars
w/1Bn+ orders received

 

Alibaba set a new Singles Day record with more than $30.8Bn in sales in 24 hours 27% up on the same day in 2017. 

Read more ...

Progressive indies montage 201610 Double-Digit
Dynamo dealers

Progressive independents
take charge of destinies


Over the past 30 years independents have slavishly copied bigboxes without success. Amazon is now #1 competitor. These progressives are succeeding by driving the 'personalised productivity services' differentials. We speak with 10 top dealers...Updated

Read more ...

mobile webstore masters 2016Mobile Webstore
M a s t e r s 2018

The progressive resellers
that get what Lucy wants


We've hammered home the mobile webstore imperative for 8+ years now. Yet still less than 20 resellers in US/UK have responded to Amazon, Wayfair & Staples moves that drive huge sales volumes with users. We review leaders' progress... updated

Read more ...

alibaba 1111 2017 record

Alibaba sets up
Singles Day 11/11

Sales to exceed $30Bn on
World's #1 Shopping Day


The World's biggest shopping day is not Black Friday, Cyber Monday associated with the U.S. Rather, it is China’s Alibaba Single’s Day, on Nov.11. its associated shopping event is now slowly reaching other countries.

Read more ...

lucy buying mobile rlBrand image: 
Why so crucial?

Benefits of Fashionable,
Authentic, Memorable &
Ethical marketing strategy


Progressive resellers are getting the importance of brand design. More and more are moving away from a ‘cut-and-paste’ images, overloaded with cheap ‘kitchen-sink’ impressions of paperclips. Here’s the FAME Index team’s review of the Best of 2018 brand marketing that appeals to the majority user chooser, Lucy.... Updated

Read more ...

plantronics woman 18Plantronics plans
for potential sale

Will buyer be rival e.g. Logi
or vertical play e.g. MSoft?


PP Sources confirm Plantronics, the leading maker of Bluetooth  headsets, is exploring options that include a potential sale of the company after attracting takeover interest. We look at potential suitors....

Read more ...

Depot sinking shipDesperate Depot's
delusional deceit

Is CEO Smith's intent saving
sinking ship or hyping tech
services to max exit value?


Office Depot/Max, the bigbox car-crash combo, continued its terminal tailspin in Q3'18. Core sales are plunging, disguised by acquisitions. We analyse CEO Gerry 'Smudger' Smith's hollow 'excellent progress' rhetoric.... Updated

Read more ...

yunquing yuan lenovo redLenovo leads in
global PC market

Transformation strategy
& turnaround delivered

 


PC giant Lenovo has taken "decisive actions" to transform its business and investments are paying off with double digit growth in its PC/smart devices group..

Read more ...

vistar truck roadHi Performance
FaB wholesaler

Big Vistar sales, supports
business supply resellers


Performance Food Group (PFG inc Vistar),
the leading food & beverage services wholesaler in the US recorded powerful growth in its Q1'19 report

Read more ...

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not yesterday's news tomorrow."

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Staples Salesforce exodus

Screen Shot 2018 11 13 at 1.28.54 PMStaples Sales
force exodus?

Sycamore's asset strip
accelerates across board


Vulture capitalist Sycamore Partners owner of Staples continued its signature asset strip with retail, furniture and the Business Advantage's sales force in focus. How far will it go this time?

Read More...

Is FTC stalling on Staples?

Screen Shot 2018 10 10 at 12.14.57 PMIs FTC stalling
over #STRESS?

Has sham 'Vertical' Staples
deal stopped for killing
IDC competitive challenge?


What is happening at the FTC? It's decision over the Staples/Essendant (#STRESS) takeover, described by insiders as a 'Vertical' virtual certainty for approval, was due by the end of October. Has it seen the reality of this monopolistic move by vulture capitalists to kill competition? 

Read More...

Pricing puffs performance

Screen Shot 2018 10 30 at 1.41.14 PMPricing puffs
performance

Q3'18 slowing demand
disguised by inflation


We're near the end of Q3'18 Financial Review season. Analysis shows a definite slowdown in volume growth reported by brand leaders disguised by substantial price increases. Good news for short term profitability, but does a correction await in 2019? Updated

Read More...

Dealers show-rooming for Amazon & co.

Screen Shot 2018 10 28 at 1.56.59 PMDealers show way
to Amazon et al...

Do brandmakers get role
resellers play in market?


Back in 2010 we reported on an emerging 'showrooming' trend, whereby progressive resellers were selling in brands e.g. Samsung at Best Buy; & Keurig at WBMason; only to be undercut on repeat volume purchases by bigbox operators like Amazon & Costco. The trend is accelerating again...later today

Read More...

Will economic bubble burst?

Screen Shot 2018 10 27 at 3.18.45 PMWill bubble burst? 

Q3'18 results reports signal
euphoric economy expiring.
Beware & prepare for worst


Optimism beamed like the summer sun In Q2, US corporation CEO's were bursting with confidence. But, Q3 sales reports a slowdown in activity. We remind readers of 10 danger signals described by Fortune's senior writer Geoff Colvin. Please note....

Read More...

Sycamore's #STRESS strategy w/Commerce Hub

Screen Shot 2018 10 23 at 12.37.14 PM#STRESS combo
wCommerceHub?

Is Sycamore strategy to
integrate w/national DC's?


Vulture capitalist Sycamore Partners jointly owns CommerceHub the national logistics network for retailer brands. Surely, with its short term asset stripping mentality it will be tempted to merge Staples, Essendant DC's into CommerceHub? Updated

Read More...

Office Depot - Omnichannel Obfuscation

Screen Shot 2018 10 23 at 2.14.17 PMDepot oozes
Omnichannel
Obfuscation

Progress & prospects of
desperate transition plan


Seeking Alpha
analyst David Lojkasek
reckons that Office Depot's transition towards an omnichannel provider of business supplies & services will be volatile. We compare the hype with the reality of the beleaguered bigbox's baloney

Read More...

Office Depot double down on SPRichards

smith gerry depot casg

Depot to double
down on SPR?

Wholesaler's acquistion of
OP dealers parallels bigbox


Altho' there were public denials at the EPIC dealer group conference, SPRichards' stealthy acquisition drive of OP dealers runs parallel with its largest customer Office Depot. Will the beleaguered bigbox offer to take the wholesaler off GPC's hands? Updated

Read More...

Is GP Genuine about SP?

Screen Shot 2018 10 19 at 11.46.46 AMIs GP Genuine
about SP & IDC?

CEO Donahue's U-turn on
wholesaler's IDC support


When Genuine Parts CEO Paul Donahue announced to shareholders the withdrawal from OP wholesaling its stock soared. Now months later, following the #STRESS merger he told analysts GP was reversing the decision and seizing the market opportunity for SP? Updated

Read More...

OPocalypse or Opportunity?

OPocalypse now Mar17OPocalypse or
Opportunity?

Can dealers meet challenge
of perfect storm, seize one

source biz supplies need?


The OPOCALYPSE is happening!
The perfect storm threatening the OP market: the paperless office; Amazon, 'Holesalers self destruction; vulture capitalists attack and failure to invest in mobile friendly webstores. Here's how the bold progressives are responding? 

Read More...

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