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  • 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?

    Read More
  • schneider mark nestle 17Nestle growth
    outlook halved

    CEO Schneider strikes
    steadier tone. Flat US


    Giant food & beverage supplier to business Nestlé reported steady growth in Q3'18 but failed to meet former CEO's optimistic 5-6% growth targets for the 5th year running

    Read More
  • donahue paul GenPts presSPRichards slow.
    Can it recover?

    NAPA, Motion strong + acq.
    SP distracted by #STRESS,
    readies to reinvest in IDC?


    Genuine Parts Company (GPC) parent of SPRichards, NAPA and Motion Industries, reported slow organic sales growth, but higher profits for Q3'18. The slow growth SP business was distracted by the aborted Essendant merger, but now CEO Paul Donahue plans to reinvest....Updated again 

    Read More
  • Screen Shot 2018 10 16 at 12.04.39 PMIndie Stationers 
    rebrands ISGroup

    Gentile calls on members to
    rise to stocking challenge


    The ISGroup meeting at the EPIC event in New Orleans was remarkably positive amid the chaos caused by wholesalers' merger plans and the vulture capitalist's attack. "Seize the opportunity from the market disruption" called CEO Mike Gentile... Updated 

    Read More
  • Screen Shot 2018 10 16 at 9.46.45 PMProtectionism
    pushed v AMZN

    NOPA chief highlights cons
    but no counter attack plan?


    Mike Tucker, NOPA
    chief presented a comprehensive study on  'Amazon- the invisible competitor' at the EPIC Conference on Tuesday. However, there was no mention of its superior personal service to business users compared with disconnected dealers? Updated

    Read More
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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?

Read more ...

Screen Shot 2018 10 16 at 12.04.39 PMIndie Stationers 
rebrands ISGroup

Gentile calls on members to
rise to stocking challenge


The ISGroup meeting at the EPIC event in New Orleans was remarkably positive amid the chaos caused by wholesalers' merger plans and the vulture capitalist's attack. "Seize the opportunity from the market disruption" called CEO Mike Gentile... Updated 

Read more ...

schneider mark nestle 17Nestle growth
outlook halved

CEO Schneider strikes
steadier tone. Flat US


Giant food & beverage supplier to business Nestlé reported steady growth in Q3'18 but failed to meet former CEO's optimistic 5-6% growth targets for the 5th year running

Read more ...

donahue paul GenPts presSPRichards slow.
Can it recover?

NAPA, Motion strong + acq.
SP distracted by #STRESS,
readies to reinvest in IDC?


Genuine Parts Company (GPC) parent of SPRichards, NAPA and Motion Industries, reported slow organic sales growth, but higher profits for Q3'18. The slow growth SP business was distracted by the aborted Essendant merger, but now CEO Paul Donahue plans to reinvest....Updated again 

Read more ...

Screen Shot 2018 10 16 at 9.46.45 PMProtectionism
pushed v AMZN

NOPA chief highlights cons
but no counter attack plan?


Mike Tucker, NOPA
chief presented a comprehensive study on  'Amazon- the invisible competitor' at the EPIC Conference on Tuesday. However, there was no mention of its superior personal service to business users compared with disconnected dealers? Updated

Read more ...

Screen Shot 2018 10 16 at 9.02.42 PMSPRichards stabs
#STRESS strategy

Disses Staples "empowered
dealers... firewall" rhetoric


Bryan Wight SVP sales at SPRichards joined the ISGroup's call for FTC to reject the #STRESS merger. He vowed to step up the wholesaler's service to meet dealers' needs. But what, how and when? 

Read more ...

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 ...

Screen Shot 2018 10 19 at 1.27.19 PMLyreco launches
new 'blue' look

International dealer moves
to obscure corporate image


International narrow-line business supplier, Lyreco has unveiled its new company identity & positioning. Is the new design a step back from its brighter, animated personality towards corporate 'blue' anonymity? 

Read more ...

McPherson DG Grainger shirtGrainger gears
up greater gains

FM supply leader's growth
boosted by sharper prices


Grainger,
the $11Bn in sales, leading international broadline industrial & business supplier reported excellent Q3'18 results and achieved double digit volume gains in its main US market...

Read more ...

Screen Shot 2018 10 18 at 8.20.42 PMEssendant sued
by SPR & own
shareholders

Accused of deceit, false
& misinfo re #STRESS deal


Genuine Parts Company
some of its own shareholders have filed lawsuits v Essendant, accusing it of “deceptive conduct and breaches of its contractual obligations” plus providing 'false and misleading info'

Read more ...

Screen Shot 2018 10 15 at 9.53.20 AMMicrosoft's "Best
year ever in 2019"

"Get behind $4.5Tn digital
transformation opportunity"


Microsoft
and its partners are closer than they have ever been, and things are only going to get better, according to Gavriella Schuster, Corporate VP of the vendor's One Commercial Partner.

Read more ...

Screen Shot 2018 10 15 at 9.03.24 AMWayfair's My Way
membership plan

More personal, affordable,
easy shopping experience 


Wayfair,
the leading home & office etailer, today announced the launch of MyWay, a new membership program that makes shopping for home easier and more affordable than ever.

Read more ...

EPIC gentile maggioE P I C  2 0 1 8
Disrupt Ordinary

6th Annual Dealer Group
Meeting in New Orleans


EPIC
the US supergroup comprising IS & TriMega members, meet today for the 6th renewal. The challenge to break out from the #OPocalypse into the growing single source business supplies market is HUGE. We previewed the agenda with Mike Gentile & Mike Maggio yesterday and bring you live daiiy reports

Read more ...

vultures in graveyardSycamore asset
strip strides on

Sale & leaseback Staples
DC's & Framingham HQ?


Vulture Capital Sycamore owner of Staples continues to accelerate asset stripping activity: closing stores, key growth categories, selling assets and leasing back DC's plus its Framingham HQ. Meanwhile, it spins hollow support for IDC's via Essendant....

Read more ...

Screen Shot 2018 10 10 at 12.14.57 PMWill FTC favour
#STRESS-ful
a p p r o v a l? 

Line of questioning leans
towards Staples deal win


The FTC is expected to rule on the Staples acquisition of wholesaler Essendant (#STRESS) soon. According to people close to the situation the balance has tipped in favour of the predator, even though its anti-competitive & against consumer interest. Complete

Read more ...

Screen Shot 2018 10 10 at 11.45.41 AMCannibalization
Vulture Culture

"Empowered independents"
rhetoric rolls from bigboxes


Staples & Office Depot continued their acquisition attack on the larger OP dealers with more expected to fall this quarter. The 'empowerment' propaganda persists in spite of the destructive track record of vulture capitalists. Updated

Read more ...

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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?

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...

Sycamore asset stripping strides on

vultures in graveyardSycamore asset
strip strides on

Sale & leaseback Staples
DC's & Framingham HQ?


Vulture Capital Sycamore owner of Staples continues to accelerate asset stripping activity: closing stores, key growth categories, selling assets and leasing back DC's plus its Framingham HQ. Meanwhile, it spins hollow support for IDC's via Essendant....

Read More...

FTC favours #STRESS-ful approval

Screen Shot 2018 10 10 at 12.14.57 PMWill FTC favour
#STRESS-ful
a p p r o v a l? 

Line of questioning leans
towards Staples deal win


The FTC is expected to rule on the Staples acquisition of wholesaler Essendant (#STRESS) soon. According to people close to the situation the balance has tipped in favour of the predator, even though its anti-competitive & against consumer interest. Complete

Read More...

The Cannibalization culture of vultures

Screen Shot 2018 10 10 at 11.45.41 AMCannibalization
Vulture Culture

"Empowered independents"
rhetoric rolls from bigboxes


Staples & Office Depot continued their acquisition attack on the larger OP dealers with more expected to fall this quarter. The 'empowerment' propaganda persists in spite of the destructive track record of vulture capitalists. Updated

Read More...

Staples #STRESS Test - CEO challenged

douglas sandy staplesStaples #STRESS
test challenged

Douglas talks trust, vultures,
FTC, dealer 'empowerment'


Last week we spoke w/Sandy Douglas, CEO at Staples about the genuine intent of VC Sycamore backed takeover of Essendant. We challenged the propaganda; & expressed skeptism about the naivete & honorabilty of the move. Updated

Read More...

Wholesaler-Dealer 'stockless' dream partnerships over?

Screen Shot 2018 10 04 at 4.12.59 PMWh/saler-Dealer

stockless dream
partnership ends

Makers ready to drive rise
of 'stocking' progressives?


Should Staples' acquisition of Essendant get FTC approval next month it could mark the end of a 'tradition of trust' established over 40yrs of close wholesaler- dealer partnerships. Progressive resellers are readying to reverse into warehousing ... Later today

Read More...

Spicers suspends marketing support

whiteway jeff draining spicers bloodSpicers suspends
catalogue support

Dealers dissed with woeful
webstores, weak marketing


As anticipated, Spicers has withdrawn its big catalogue publication. This decision that should've been broached years ago, whilst phasing in a well designed, mobile user friendly webstore service, has left dealers deserted & distraught. Updated

Read More...

Can Vultures vie with Godzilla

Screen Shot 2018 10 02 at 10.44.59 AMCan Vultures
vie w/Godzilla?

Could #STRESS combo
compete with AMZN or
more likely self destruct?


Staples CEO Sandy Douglas
 feels #STRESS "empowered" dealers would be better able to beat Amazon. Why & how when Staples is unable to empower itself? Updated

Read More...

Amazon #STRESS free alternative

Screen Shot 2018 10 01 at 5.01.31 PMAmazon #STRESS
free alternative? 

Staples stare in headlights
w/inferior indies' strategy


On Monday, we discussed the Staples takeover of Essendant (#STRESS) with CEO Sandy Douglas. He's hoping to convince the FTC & independent dealers it will act in their best interests. How genuine is the vulture backed growth strategy? Updated

 

Read More...

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