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2017 May pp banner1200 2
  • staples soup sandwichStaples' soup
    sandwich syc

    Disruptive Essendant bid
    distracts from ineptitude


    Sycamore Partners,
    the vulture capital owner of Staples is expected to make an all cash bid for Essendant before the latter's shareholders meet in October to approve the SPRichards' merger. It's propaganda machine is in full swing, ignoring the high probability of FTC rejection.... later today

    Read More
  • portucel UPM Stora US invasionNavigator Paper
    hit by huge US 
    dumping penalty 

    US Government backdates
    37% duties from Aug'2015


    US Government
    agency International Trade Administration has issued an antidumping penalty on The Navigator Paper Company on imports to the US backdated to Aug'15. This charge is bound to cause ructions and accelerate protectionism/price increases in the declining paper market... details later today

    Read More
  • wbmason boston17 gretestshow

    Mason's 'Greatest
    Show' at Red Sox 

    The magical mystery tour
    marches home to Boston


    US #1 megadealer WBMason continued its 2018 series of the hugely popular consumer shows at Fenway Park, home of the beloved Boston Red Sox yesterday.. We bring you la full report & pictures from 'The Greatest Show' in business supply, plus an interview with CEO Leo Meehan....Updated

    Read More
  • MacMillon doug walmart sizingWalmart wake
    up call waffle?

    Hyped up ecommerce
    growth. Deficient model
    comparison v Amazon


    The world’s #1 retailer, Walmart (inc. Asda UK) continued steady growth in the US & International in its fiscal Q2'19, Its much hyped omnichannel, ecommerce 'real' growth wallows in the wake of Amazon 

    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 Q4'18 report
    Read More
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staples soup sandwichStaples' soup
sandwich syc

Disruptive Essendant bid
distracts from ineptitude


Sycamore Partners,
the vulture capital owner of Staples is expected to make an all cash bid for Essendant before the latter's shareholders meet in October to approve the SPRichards' merger. It's propaganda machine is in full swing, ignoring the high probability of FTC rejection.... later today

Read more ...

portucel UPM Stora US invasionNavigator Paper
hit by huge US 
dumping penalty 

US Government backdates
37% duties from Aug'2015


US Government
agency International Trade Administration has issued an antidumping penalty on The Navigator Paper Company on imports to the US backdated to Aug'15. This charge is bound to cause ructions and accelerate protectionism/price increases in the declining paper market... details later today

Read more ...

wbmason boston17 gretestshow

Mason's 'Greatest
Show' at Red Sox 

The magical mystery tour
marches home to Boston


US #1 megadealer WBMason continued its 2018 series of the hugely popular consumer shows at Fenway Park, home of the beloved Boston Red Sox yesterday.. We bring you la full report & pictures from 'The Greatest Show' in business supply, plus an interview with CEO Leo Meehan....Updated

Read more ...

MacMillon doug walmart sizingWalmart wake
up call waffle?

Hyped up ecommerce
growth. Deficient model
comparison v Amazon


The world’s #1 retailer, Walmart (inc. Asda UK) continued steady growth in the US & International in its fiscal Q2'19, Its much hyped omnichannel, ecommerce 'real' growth wallows in the wake of Amazon 

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 Q4'18 report

Read more ...

lucy tears v price increasesTariffs tweak
paper prices

K-C announce increases
resulting from Mexico mill


Kimberly Clark
 has announced broad price increases averaging 8% across its branded range of towels & tissues. Commodity cost rises caused by tariffs levied on imports from its Bajio mill in Mexico were reckoned to be the cause. Watch this space for widespread inflation....

Read more ...

Beacham Wayne SPR ABC12Depot's beach
head Wayne

Doubled-down dealer drive
an independents betrayal?


On July 3rd, we reported that ex-CEO of SPRichards and 'champion of independent dealers' was leading the acquisition drive for his former #1 customer Office Depot. No coincidence then, he has now lured two leading progressive dealers to join the toxic regime....

Read more ...

IP packaging aircraft carrierPapermakers'
'Repurposing'
& reinventing 

Pull: copypaper capacity.
Push: hygiene & packaging


After the Q2'18 financial review of papermakers it became obvious that global leaders continued their aggressive drive into the burgeoning hygiene (towels & tissues) and packaging markets. We revisit their activity as rumours rise about more mill closures e.g. IP & Domtar...later today

Read more ...

beguelin fulford regency handsReeling Regency
relents to Depot

Franchise group joins the
bigbox's provincial US push


Since 2012 Regency Group of Raleigh, (NC) has been on a roll to build a franchise dealer group approaching $50m in sales, using its innovative technology platform. Office Depot just made it the 4th acquisition in the last year. We contacted Regency chief Eric Beguelin ...Updated 

Read more ...

restaurant suppliesWBMason fires up
in FaB services...

Food services acquisition
intensifies #1 growth catgy


US #1 business supply megadealer WBMason completed its 6th acquisition in 2018 today intensifying its presence in the fast growing food services to restaurants market. We spoke with CEO Leo Meehan...

Read more ...

menear craig home depotHome Depot's

hot Pro growth

Interline MRO catalogs
boosts online growth

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

Read more ...

Workonomy depotWill Depot W the
Workonomy way 

Integrated services hub
w/human touch for SMB's

Beleaguered bigbox Office Depot, continues to promote its business supply & services by announcing the expansion of its Workonomy platform, connected with “human touch” expertise to small-to-medium-sized business (SMB) customers. We discuss....

Read more ...

sysco delivery guy 2Sysco serves up

stronger growth

Brakes UK acquisition
boosts sales & profits


Sysco, the leading $60Bn in sales food services provider to restaurants and business reported strong sales & profits in Q4'18 including the (UK) acquisition

Read more ...

amazon delivery woman recAMZN contract's 
massive reaction

Complacent negativity
mixed w/positive action


Last month's news that Amazon had won the £600m ($800m) YPO public sector supply contract has caused a mixed reaction of negative and positive comments from the distribution channel

Read more ...

Garvey family 2018D e p o t  g e t s
G a r v e y ' s 

Leading Chicago dealer
bows to bigbox bluster

 

Breaking News: Garvey's Office Products of Niles (IL) one of the most progressice dealers in the US, has been acquired by Office Depot, the third since the bigbox announced its acquisition strategy nearly  a year ago. We spoke with Kevin Garvey

Read more ...

disruptor splashE s s e n d a n t
# E S S P R e s s
e s c a l a t e s

Stalled Staples stuck in
disruptive dreamland?


With Essendant shareholders due to approve the SPRichards merger in October, will Staples move quickly to make a counter offer; and more importantly, has it considered the near certainty of failure to get FTC approval plus, the extended, expensive judgement process? We discuss.....

Read more ...

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Latest Frost Bites

Staples' soup sandwich shambles

staples soup sandwichStaples' soup
sandwich syc

Disruptive Essendant bid
distracts from ineptitude


Sycamore Partners,
the vulture capital owner of Staples is expected to make an all cash bid for Essendant before the latter's shareholders meet in October to approve the SPRichards' merger. It's propaganda machine is in full swing, ignoring the high probability of FTC rejection.... later today

Read More...

Wayne is Depot's beach head?

Beacham Wayne SPR ABC12Depot's beach
head Wayne

Doubled-down dealer drive
an independents betrayal?


On July 3rd, we reported that ex-CEO of SPRichards and 'champion of independent dealers' was leading the acquisition drive for his former #1 customer Office Depot. No coincidence then, he has now lured two leading progressive dealers to join the toxic regime....

Read More...

Papermakers' Repurposing Agenda

IP packaging aircraft carrierPapermakers'
'Repurposing'
& reinventing 

Pull: copypaper capacity.
Push: hygiene & packaging


After the Q2'18 financial review of papermakers it became obvious that global leaders continued their aggressive drive into the burgeoning hygiene (towels & tissues) and packaging markets. We revisit their activity as rumours rise about more mill closures e.g. IP & Domtar...later today

Read More...

Amazon's £600m YPO contract causes stir

amazon delivery woman recAMZN contract's 
massive reaction

Complacent negativity
mixed w/positive action


Last month's news that Amazon had won the £600m ($800m) YPO public sector supply contract has caused a mixed reaction of negative and positive comments from the distribution channel

Read More...

Essendant #ESPRess escalates

disruptor splashE s s e n d a n t
# E S S P R e s s
e s c a l a t e s

Stalled Staples stuck in
disruptive dreamland?


With Essendant shareholders due to approve the SPRichards merger in October, will Staples move quickly to make a counter offer; and more importantly, has it considered the near certainty of failure to get FTC approval plus, the extended, expensive judgement process? We discuss.....

Read More...

Wholesalers, Groups & Software Houses unite

wholesalers groups uniteW/salers, groups
software houses
unite to bt AMZN

Uncertainties w/VC's, M&A,
corporate greed stall action


Over the past 12 years we've witnessed the rapid rise of Amazon to become a $40Bn business supply beast threatening the IDC. The defence has been anaemic. Time then for the primary forces to unite: streamline cost to serve & maximise digital marketing inc. mobile webstores. Later today, sorry

 

Read More...

Are Industry Groups/Associations addressing BIG issues?

lane barry averyAre Groups/BSA
addressing the
right BIG issues?

Is Lane's 'engagement' call,
for survival or growth plan?

Reading OPI's article on 'BSA call for industry engagement' we were struck by the defensive tone to cut conferences/shows plus concerns over recent disruptive consolidation moves.  Yes, these are important, but shouldn't we address the BIG business supply growth opportunities? Later today

Read More...

Staples BTS specialty store

Staples School glueStaples stakes
Back to School 
specialty status

Just another hollow claim
chasing Amazon tail lights?


Former #1 office supplier Staples is tagging itself the "back-to-school specialty store", even against the new #1 Amazon.  The retailer began its new campaign last month ahead of Prime Day.  We compare their progress to date

Read More...

OPocalypse Opportunity

OPocalypse now Mar17OPOCALYPSE
Opportunity!

Bold resellers seize single
source biz services need


The OPOCALYPSE is happening! The storm threatening the OP market for the past 10 years is thundering ominously over bigboxes, wholesalers, independent dealers & paper related vendors. Yet complacency is rife. Here's how the progressives are responding.... Updated

Read More...

The Future of Sustainable Packaging

packaging plastic wasteThe  F u t u r e  of
S u s t a i n a b l e
P a c k a g i n g

Plastic pollution waste issue
reaching major crisis levels

Sluggish reaction to the issue of plastic waste means pollution is now reaching crisis levels. The Future of Packaging report, published by Raconteur, examines how packaging’s contribution to the plastics problem is being tackled at a local, national and global level.

Read More...

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