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2016 Jan pp banner1200
  • USFoods takingoffUSFoods raises
    $1 Billion in IPO

    Shakes off aftermath of
    failed merger w/Sysco

     

    US #2 food distributor US Foods sold shares yesterday at the upper end of the targeted range for its IPO as the new-issue market showed renewed signs of health

    Read More
  • weisler dion HP on slideHP's Hopeless
    Plunge deepens

    PC's, Printing & Ink sales
    sink double-digit's again


    HP Inc, the old tech giant is tailspinning towards a sub-$45Bn sales level in 2016 (2010 - $66Bn). The 'navel-gazing' deluded management of this 'dis-synergised' dinosaur, again expressed satisfaction with its 'expected' disastrous Q2'16 results...

    Read More
  • king bob humanscaleChallenging
    the traditional

    Humanscale ergonomic
    chairs, m/screens & LED

     

    Humanscale, the leading ergonomic furnituremaker is preparing for Neocon next month with the launch of new products. We preview details... updated

    Read More
  • nadella satya microsoft cutsMicrosoft pulls
    mobile business

    Takes $1Bn Nokia knock
    to refine software focus

     

    Following last week’s news of Microsoft selling off its feature phone business for $350 million, today it turned its attention to streamlining its ex-Nokia smartphone business

    Read More
  • Amazon kiva pickingAMZN adds 9th
    California FC 

    Expansion of state-of-art


    FC's reach 90 globally

     

     

    Amazon has announced the launch of 2 more Fulfilment Centres in California making it 9 over the past 4 years with 14,000 employees

    Read More
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USFoods takingoffUSFoods raises
$1 Billion in IPO

Shakes off aftermath of
failed merger w/Sysco

 

US #2 food distributor US Foods sold shares yesterday at the upper end of the targeted range for its IPO as the new-issue market showed renewed signs of health

Read more ...

weisler dion HP on slideHP's Hopeless
Plunge deepens

PC's, Printing & Ink sales
sink double-digit's again


HP Inc, the old tech giant is tailspinning towards a sub-$45Bn sales level in 2016 (2010 - $66Bn). The 'navel-gazing' deluded management of this 'dis-synergised' dinosaur, again expressed satisfaction with its 'expected' disastrous Q2'16 results...

Read more ...

king bob humanscaleChallenging
the traditional

Humanscale ergonomic
chairs, m/screens & LED

 

Humanscale, the leading ergonomic furnituremaker is preparing for Neocon next month with the launch of new products. We preview details... updated

Read more ...

nadella satya microsoft cutsMicrosoft pulls
mobile business

Takes $1Bn Nokia knock
to refine software focus

 

Following last week’s news of Microsoft selling off its feature phone business for $350 million, today it turned its attention to streamlining its ex-Nokia smartphone business

Read more ...

Amazon kiva pickingAMZN adds 9th
California FC 

Expansion of state-of-art


FC's reach 90 globally

 

 

Amazon has announced the launch of 2 more Fulfilment Centres in California making it 9 over the past 4 years with 14,000 employees

Read more ...

HPs Mission Impossible#SH-PLit to
#SH-Plintered

Dinosaur divides again.
Next software & PC's?

 

HP CEO Meg Whitman is a rich, smart show-woman. Her 3yr turnaround extended to 5 yrs; she's flipped from full IT service to a narrow focus. Now her strategy-less HP is splintering to divert analysts from poor core performance... later today

Read more ...

papermaker no tissueNo tissues for
papermakers

Failure to convert to
new hygiene, food &
packaging markets

 

Many papermakers persist with protectionism rather than adapting their capabilities to the new productivity driven growth markets in hygiene, refreshments, safety & packaging. We discuss... 

Read more ...

okeefe exertisExertis' $90m
UK wholesale
investment 

Parent DCC group's
confident outlook

 


IT and office supply wholesaler Exertis says it was a 'victim of its own success' last year but is confident of returning to growth in 2016/2017

Read more ...

whitman meg HP bye byeHPE hives off
ES to CSC.
What's next?

Meg spins off $20Bn
Enterprise Services

 

Hewlett-Packard Enterprise (HPE), the corporate IT solutions company that only last year split off from HP Inc. announced plans a tax-free spin off and merger of it enterprise services business with Computer Sciences Corp (CSC). The old tech giant is dismantling itself fast...

Read more ...

hp meg deckchair shifterHPE: Winsome
Whitman waffles

Meg misleads analysts
w/organic growth hype


HP Enterprise CEO Meg Whitman loves the limelight. What amazes is how she continues to fool analysts & CNBC about her new found $50Bn agility; hollow innovation and growth hype... 

Read more ...

WeWork Neumann adam standingCoworking wave
from US hits UK 

WeWork leads drive to
facilitate freelancers

 

The progressive urban co-working trend driving increased productivity in US cities like Seattle, SF, Boston, Chicago, Brooklyn and Austin is catching fire in London and beyond...

Read more ...

woodstock truck unloadWoodstock's
wh/sale hook up

UK Furniture merger will
benefit dealers' growth

 

TC Group has completed the acquisition of 100% of the share capital in Woodstock Leabank Office Furniture that was previously owned by Joe O’Malley.

Read more ...

Best Buy montage 2013B e s t  B u y
beaten back

Deluded chief losing
online market share


Best Buy, the $36Bn US electronics retailer has struggled in the face of the Amazon attack and still suffers in spite of denials and its latest spin on slower Q1'17 results and better online sales growth...

Read more ...

hellawell martin softcatSoftcat hails
solid progress

Sales/profits in line
with expectations

Softcat has said it is confident that it will deliver a "strong performance" for the full year after delivering "solid" results in its latest quarter.

Read more ...

Big Brands squash big box 2016Brilliant Brands
beat private
label lemmings 

Innovation & marketing
outsmart copycats


Q1'16 results proved once again that original brand makers continued their positive growth trends against the price conscious private label merchants. Updated

Read more ...

apple watch lucy blue lrWearables in
the workplace

How's business adapting
to activity trackers that
measure productivity?


In business wellness programs, wearables can help measure productivity and health but may pose privacy issues

Read more ...

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Latest Frost Bites

HP: From #SH-Plit to #SH-Plintered

HPs Mission Impossible#SH-PLit to
#SH-Plintered

Dinosaur divides again.
Next software & PC's?

 

HP CEO Meg Whitman is a rich, smart show-woman. Her 3yr turnaround extended to 5 yrs; she's flipped from full IT service to a narrow focus. Now her strategy-less HP is splintering to divert analysts from poor core performance... later today

Read More...

No tissues for papermakers

papermaker no tissueNo tissues for
papermakers

Failure to convert to
new hygiene, food &
packaging markets

 

Many papermakers persist with protectionism rather than adapting their capabilities to the new productivity driven growth markets in hygiene, refreshments, safety & packaging. We discuss... 

Read More...

Brilliant Brands beat private label lemmings

Big Brands squash big box 2016Brilliant Brands
beat private
label lemmings 

Innovation & marketing
outsmart copycats


Q1'16 results proved once again that original brand makers continued their positive growth trends against the price conscious private label merchants. Updated

Read More...

Wearables in the workplace

apple watch lucy blue lrWearables in
the workplace

How's business adapting
to activity trackers that
measure productivity?


In business wellness programs, wearables can help measure productivity and health but may pose privacy issues

Read More...

Retail Retreat - Revisited

doomed catalog retail

R e t a i l
R e t r e a t

Bigbox & trad OP dealers
face death by 1000 clix

 

Irwin Stelzer, The Sunday Times American Account feature writer gave an interesting review of retail and ecommerce trends in the US that threaten traditional resellers. We discuss...

Read More...

Office Depot disposal via fragmented fire sale?

office depot vultures break upDepot disposal:
frantic fire sale?

Parallysed & plundered.
CEO Smith to break up


Office Depot under CEO Roly 'Chainsaw' Smith's 30 months reign has been disastrous. His savage asset- stripping regime has 'cut the fat and muscle' and leaves it open to a fragmented fire sale. Who will pick up the pieces? Complete

Read More...

Owners outpace hired honchos

market myopiaOwners outpace 
hired honchos

The innovation investors
compared w/cost cutters

 

Q1'16 financials reports are almost all in. There was a distinct pattern in performance between the owner driven companies and those with hired leaders focused on short term cost cutting. Case studies here...

Read More...

Deluded Office Depot  says Amazon won't kill it?

Staples sargent Depot smith sawDeluded Depot:
"AMZN/SPLS
won't kill it"!?

Empty rhetoric repeated
by Roly 'Chainsaw' Smith


Office Depot's
life after its failed lifeline merger with Staples in a business supply market challenged by Amazon will require frequent assurances to non believing analysts. Doomed to execution?

Read More...

#SPLODGE: What becomes of the broken hearted?

Staples sargent Depot smith saw# S P L O D G E 

What becomes
broken hearted?

Depot faces execution.
Staples streamlines goal

 


The #SPLODGE saga is over. Staples denied its Depot takeover attempt again by the FTC. Contrary to analysts opinion we feel the FTC's decision was right. What is the future now for these battered bigboxes? 

Read More...

#SPLODGE option traders on edge

Sargent sketched courtSPLODGE option
traders on edge

Volatility in share prices
rises pre-Judge ruling

 

Options traders are bracing for wild gyrations in the shares of Staples  and Office Depot as the companies await a ruling on Tuesday that could scuttle their pending merger.

Read More...