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2017 May pp banner1200 2
  • commodity cliffPapermakers'
    plunge persists

    Paperless, printless trend
    forces race to reinvent or
    ruin for old brand leaders


    Most of the leading OP, paper & print makers have now reported.. We review and analyse comparative performance and their plans for reinvention. Updated with full Q1'18 results to date... Later today

    Read More
  • perfect storm clooney#STRESS: Will FTC
    foil Staples strike?

    Vulture Capital Sycamore's
    disruptive monopoly move


    The calm before the perfect storm is over with a mighty crash We're getting industry reaction to Sycamore Partners' Staples full frontal attack on the #1 wholesaler Essendant. We'll keep you posted with views under the #STRESS title tomorrow

    Read More
  • MacMillon doug walmart sizing

    Walmart wake
    up call waning?

    Hyped up ecommerce
    growth. Deficient model
    comparison v Amazon

    The world’s #1 retailer, Walmart (inc. Asda UK, under sale agreement to Sainsbury's) continued steady growth in the US & International in its fiscal Q1'19, but well behind average market growth online; with Amazon 'out of sight'. 

    Read More
  • vulture staples removerStaples stymies
    #ESSPRess deal

    Potential dealer exodus
    should wholesaler yield
    to hostile takeover bid?


    Rumours Staples would escalate its 10% stake in wholesaler Essendant to a fully fledged takeover bid have been rife for months. However, now the most unlikely has happened, which if accepted would threaten the merger with SPRichards and have calamitous consequences for all parties. Updated

    Read More
  • yamana shoie konica ceoKonica makes
    MPS moves?

    Slowing sales trends

    drives big dealer buys?

    Konica Minolta the $8.5Bn Japanese MPS group published better Q4'18 financial results today. It has been on the acquisition trail recently and PP Sources indicate it continues to eye large MPS providers to consolidate its market position?

    Read More
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perfect storm clooney#STRESS: Will FTC
foil Staples strike?

Vulture Capital Sycamore's
disruptive monopoly move


The calm before the perfect storm is over with a mighty crash We're getting industry reaction to Sycamore Partners' Staples full frontal attack on the #1 wholesaler Essendant. We'll keep you posted with views under the #STRESS title tomorrow

Read more ...

MacMillon doug walmart sizing

Walmart wake
up call waning?

Hyped up ecommerce
growth. Deficient model
comparison v Amazon

The world’s #1 retailer, Walmart (inc. Asda UK, under sale agreement to Sainsbury's) continued steady growth in the US & International in its fiscal Q1'19, but well behind average market growth online; with Amazon 'out of sight'. 

Read more ...

vulture staples removerStaples stymies
#ESSPRess deal

Potential dealer exodus
should wholesaler yield
to hostile takeover bid?


Rumours Staples would escalate its 10% stake in wholesaler Essendant to a fully fledged takeover bid have been rife for months. However, now the most unlikely has happened, which if accepted would threaten the merger with SPRichards and have calamitous consequences for all parties. Updated

Read more ...

yamana shoie konica ceoKonica makes
MPS moves?

Slowing sales trends

drives big dealer buys?

Konica Minolta the $8.5Bn Japanese MPS group published better Q4'18 financial results today. It has been on the acquisition trail recently and PP Sources indicate it continues to eye large MPS providers to consolidate its market position?

Read more ...

clarke jeff KodakKodak cracks
back to flat

Losing sales volume in
print & ink jet systems 


Eastman Kodak today reported another set of declining results for Q1'18. It's CEO Jeff Clarke  continued in denial and clutching at straws

Read more ...

da silveira diogo navigator brandNavigator paper
volumes flatten

Higher pulp & tissue sales
vols/prices boost exports


Leading quality brand papermaker The Navigator Co. (ex-Portucel-Soporcel) of Portugal reported flatter sales for Q1'18 affected by less sales to US from a weaker $. Expect volumes to pick up in lter quarters

Read more ...

antalis truck tailightsAntalis' adversity
antics amplified

Paper volumes plunge w/
'Brexit' scapegoat excuse


Europe's largest paper merchant Antalis reported disappointing results again, for Q1'18. Management appears in denial with no apparent growth strategy as it drives towards sunset

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 Q1'18

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 Q3'18 report

Read more ...

tillis jason rob imperial warehouse

Imperial Dade
drives nationwide

Bags 15th buy & opens new
DC in Midwest expansion


Imperial Dade, a leading Eastcoast distributor of disposable food & hygiene supplies under the leadership of Bob and Jason Tillis has made its second acquisition in 2018 & opened a new Midwest DC taking it past $2Bn in sales 

Read more ...

Furnituremakers 2026 montageFurniture market

revitalisation runs

Worklife confluence fires
up ergonomic innovation


There are signs that the transactional/replenishment furniture market is slowing. Meanwhile, CEO's project a more positive outlook especially in contract interiors market. We highlight trends and review top furnituremakers' performance after Q1'18 results.

Read more ...

depot max blood drain storesDisintegrating
Depot in denial?

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 Q1'18. Sales are plunging at an annual rate of $1Bn. We analyse CEO Gerry Smith's commentary. and hollow transformation rhetoric....

Read more ...

koike tosh brother lrBrother inks SMB
growth slowdown 

Outlook for printer US sales
forecast to fall further in '18


Brother International the $6.0Bn document services & printermaker, reported slower growth in its Q4'18 ended 31 Mar'18, primarily from markets in the US/Western Europe

Read more ...

fos eric aramark NYAramark buys
services growth

Steady performance in
growth market sectors


Aramark the global $15Bn business services provider in food, facilities management and uniforms reported steady growth in its Q2'18 results....

Read more ...

martin geoff CCLAvery slows
CCL's ascent

Acquisitions power
labelmakers' growth


CCL Industries,
the $5Bn in sales specialist labelmaker, that acquired Avery in 2013, reported strong sales and profits growth for Q1'18 fuelled by acquisitions

Read more ...

dochelli harry essendant coreEssendant's aim
for ascendancy 

Bets on broadline business
supply & dealer webstores

 

Essendant's merger plan with rival wholesaler SPRichards has divided reactions between larger dealers (more positive) and smaller dealers (more negative). We talk to president Harry Dochelli about investment plans in broadline business supplies and webstore developments.

Read more ...

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Latest Frost Bites

#STRESS Can Staples take Essendant

perfect storm clooney#STRESS: Will FTC
foil Staples strike?

Vulture Capital Sycamore's
disruptive monopoly move


The calm before the perfect storm is over with a mighty crash We're getting industry reaction to Sycamore Partners' Staples full frontal attack on the #1 wholesaler Essendant. We'll keep you posted with views under the #STRESS title tomorrow

Read More...

Essendant aim for ascendancy

dochelli harry essendant coreEssendant's aim
for ascendancy 

Bets on broadline business
supply & dealer webstores

 

Essendant's merger plan with rival wholesaler SPRichards has divided reactions between larger dealers (more positive) and smaller dealers (more negative). We talk to president Harry Dochelli about investment plans in broadline business supplies and webstore developments.

Read More...

Will Autonomy founder Mike Lynch lose HP war

lynch mike autonomy shadyHP: Will Lynch be
lynched re fraud?

Autonomy deal exposed.
CFO Hussain convicted


As Autonomy software company’s ex-CFO Sushovan Hussain was convicted in the US for fraud, eyes turn to founder Mike Lynch, who made $100M's from HP’s $12Bn takeover in 2011. The Sunday Times asks if 'shady' Lynch will follow him to jail? We discuss

Read More...

Adveo crass cost cutting claim

adveo costs cutAdveo crass €15m
cost cutting claim

Another tailspinning tale
towards self termination


Adveo,
former #1 European wholesaler, continued its death spiral with warehouse sell offs; private label diversions; and direct double-dealing in competition with customers. Now it's boasting about cost cuts as its life hangs by a thread....

Read More...

Is Amazon: #1 business supply wholesaler?

Bezos amazons robin hoodIs AMZN #1 biz
supply wh/saler?

140,000 resellers serviced
by 150 fulfilment centres

 

President Trump's attack on Amazon is unlikely to escalate given its massive investment in people... employs 560k; and research $16Bn. It serves 2 million small business sellers. inc. thousands of business supply dealers. Wholesale business supply sales are estimated at $7Bn....  

Read More...

ESSPRess Yes or No - Essendant v SPRichards

OP dealer happy#ESSPRessYes or
#ESSPRessNo?

OP wholesale monopoly?
AMZN wholesaler & rival.
Big v small dealers' views 


The proposed merger between leading OP wholesalers Essendant & SPRichards has created a heated industry wide debate. The powerful financial/dealer investment case is opposed by monopoly negative risks facing smaller dealers. We revisit the case for #ESSPRessYes...

Read More...

OPI's Waterhole Report

Bezos amazon river viewOPI: Dead in the 
Waterhole report

SMB business supply mkt
dominated by Amazon


OPI
is looking to shed light on the OP industry’s "under-researched mid-market" for business supplies in its upcoming 'Waterhole Report'. Surely most players know that Amazon dominates this space at direct and wholesale level? 

Read More...

Essendant - SPRichards merger - ESSPRessNo

SPR express#ESSPRessNo! 
Dealers dissent

Early market reaction to
Essendant/SPR merger


The industry leaders' wires are buzzing with reaction to the merger plans of OP wholesalers Essendant & SPRichards. We've spoken to many of the leading players and discuss the positives and negatives from a dealers' viewpoint and speculate on FTC's probable involvement & judgement. Updated

Read More...

Walmart expands Pick Up points

walmart pickup tower launchWalmart pushes
Pickup points

Champions click'n'collect in
feeble pursuit of Amazon

Giant retailer Walmart is adding more of its 'Pickup Towers', which allow shoppers to retrieve online orders in stores via their smartphones, to more than 700 stores by the end of the year from nearly 200 stores. The automated, impersonal service keeps spinning and spinning...

Read More...

Vultures at the graveyard gate

vultures in graveyardVultures at the
graveyard gate 

Sycamore sicklist extends
with NineWest bankruptcy


Wolf Richter
a San Francisco based entrepreneur wrote in January that 'an astounding list of the retail meltdown were doomed by Private Equity firms' aka vulture capitalists. We discuss their effect on the business supply market as Staples owner Sycamore Partners adds to its sick list....

Read More...

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