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  • Screen Shot 2019 03 20 at 12.15.31 PMCan AMZN's tree
    grow to the sky?

    'Everything to everybody'
    mission eroding rapidly &
    the vendor partners purge


    Amazon has recently accelerated moves to drive profitability & cut costs inc. Private Label expansion; a smaller vendors purge; the Walmart price war; & abandoning NYC HQ2. Do these actions point to a peak in its market domination plan, at least in its etail activities? Updated

    Read More
  • Screen Shot 2019 03 15 at 11.04.53 PM"Don't ignore
    the OP core!"

    UK #1 wholesaler VOW
    chief calls for balance


    Steve Haworth CEO of EVO Business Supplies, the VOW wholesaler, & Banner contract stationer duo, last year separated operations. Last week, we discussed with him progress, new developments & VC owner Endless' investment plans. Complete

    Read More
  • Screen Shot 2019 03 22 at 11.46.08 AMA n t a l i s  owner
    files bankruptcy

    Sequana joins Arjo Wiggins
    fate after BAT divi failure


    Sequana (CEO Pascal Lebard
    , pic left) owner failed Arjo Wiggins papermaker & Antalis paper merchant has confirmed that a court judgement over an unpaid BAT dividend would be converted to a bankruptcy filing. Antalis fire sale next?

    Read More
  • Productivity stairway to heaven2Productivity key
    to 'Progressives'
    growth success

    Broadline business supply
    from single source wins


    We've spoken w/many leading OP dealers in the US/UK recently. Progressives are positive about future growth prospects and driving a personalised  'managed productivity services' agenda. Here are the key ingredients... Updated

    Read More
  • Lucy angry PCWayfair's woeful
    wavering service

    Customer complaints: cold
    incomplete multi-deliveries

     
    Giant furniture etailer Wayfair's popular adline "You got what I need" is increasingly ringing hollow with its fast growing base of customers suffering unreliable, incomplete & erratic deliveries from multiple 3PV drivers...

    Read More
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Screen Shot 2015 04 01 at 14.09.15AMZN Alexa cuts
the Dash button

The shift to voice activated
ordering supercedes touch 


Amazon's physical Dash buttons are no more. The etail giant has stopped selling its quirky, tap-to-order Dash buttons as of February 28th.

Read more ...

dell michael handsDell delivers
strong growth

Servers, networks, storage
VMWare up double digits


Dell Technologies
celebrated its return to the stock market with powerful growth in core categories in Q4'18 plus a return to profitability after a disruptive year of distractions. 

Read more ...

joshi vyomesh 3ds3D S y s t e m s 
sparks recovery

Sales growth boosted
by strong printer sales


3D Systems
announced increased sales but continuing losses for Q4'18. Ex-HP VJ Joshi is starting to recover the former 3D printing leader's early momentum 

Read more ...

park james fitbit timeupFitbit: is time
up for tracker?

Unhealthy trends: loses
market share v Apple


Fitbit,
the health & fitness tracking marketer, is on a downward slide with poor prospects in its battle with Apple Watch

Read more ...

Screen Shot 2018 11 09 at 10.01.51 AMKeurig coffee flat
needs extra shot

Group adds big brands to
offer eg. evian, Core, Peets


Keurig Dr. Pepper,
the newly formed $10Bn beverage giant confirmed the addition of more iconic brands to its portfolio in Q4'18 results. Meanwhile, its core coffee results were flat, in need of an extra espresso shot....

Read more ...

Veritiv truck sunsetVeritiv veers
towards sunset

Packaging/FS up & price
rises offset slow demand


Veritiv, the paper & packaging wholesale $9Bn merger of UniSource and xpedx (ex IP), continued to grow volumes in packaging, but declining printer paper demand was offset by price rises

Read more ...

Screen Shot 2019 03 01 at 11.44.11 AMAcme’s cutting
edge less sharp

Shifts focus to safety
tools & First-aid kits


Acme United today announced slower sales growth in Q4'18 financial results. Sales of core cutting tools slowed whilst moving successfully into safety products....

Read more ...

weisler dion HP enoughHigh Powered
recovery slows

Printer supplies demand
dives offset by price hikes


Old tech giant, HP Inc's,
 growth slowed dramatically in Q1'19.. CEO Dion Weisler maintained his "innovation" hype in spite of its weakest quarter in the last 2 years....Shares dived 16% 

Read more ...

joly hubert bby samsungB e s t  B u y 's
growth slowdown

CEO in denial about online
market share v Amazon


Best Buy, the $43Bn US electronics retailer continued its steady growth recovery. "Proud" CEO Hubert Joly's Q4'19 report maintained his hype slow online sales growth rate on a low base and projected a flat outlook

Read more ...

dead fish in the water300Desperate 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 Q4'18. Core sales are plunging, disguised by acquisitions. We analyse CEO Gerry 'Smudger' Smith's hollow 'progress' rhetoric.... 

Read more ...

Screen Shot 2019 02 26 at 8.41.12 AMHome Depot's
growth slowdown

Supply Works to go PRO
to boost business supply


Home Depot
 the $108Bn+ home & business improvement supplier reported slower growth in direct sales. In contrast its $3Bn PRO (ex Supply Works) wholesale division is gaining strength with business service providers....

Read more ...

Screen Shot 2019 02 26 at 11.18.24 AMSmucker serves
up cold coffee

Acquisitions & divestitures
distract from weak core


J. M. Smucker, the US beverage & food services brands supplier, announced slower Q3'19 results ended 31 Dec'18 with acquisitions the main growth driver

Read more ...

Hot offices 2015HON furniture
growth slows

Shares tumble 10% on
weaker demand outlook


HNI (HON + AllSteel brands) Corporation
, the $2.3Bn US furnituremaker, reported slower demand in Q4'18 from contracts & office supply markets with prospects for 2019 negative

Read more ...

Amazon v walmart sumoBrand Battles?
Private Label
repositions up!

Regains market share as
giants AMZN v WMT war


Sales grew 4X faster for private-label than national brands in 2018, according to IRI market research.  Moreover, Walmart intensified efforts to match Amazon's drive into own label 

Read more ...

Screen Shot 2019 02 25 at 9.23.22 AMMobile W o r l d
w a v e  r i s i n g

Barcelona show unveils
foldable phone frenzy

 
The Mobile World Congress 2019 has opened in Barcelona. World #1 maker Huawei launched a 5G Mate X foldable phone striking back at Samsung just days after it launched the first consumer-ready foldable device. We report the highlights... 

Read more ...

bunzl driver loadsBunzl bundles
along in safety

International expansion in
hygiene and food service


Bunzl, the $13Bn in sales business services group, today announced strong FY/Q4'18 results and an acquisitions update

Read more ...

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not yesterday's news tomorrow."

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Latest Frost Bites

Amazon: Can trees don't grow to the Sky!

Screen Shot 2019 03 20 at 12.15.31 PMCan AMZN's tree
grow to the sky?

'Everything to everybody'
mission eroding rapidly &
the vendor partners purge


Amazon has recently accelerated moves to drive profitability & cut costs inc. Private Label expansion; a smaller vendors purge; the Walmart price war; & abandoning NYC HQ2. Do these actions point to a peak in its market domination plan, at least in its etail activities? Updated

Read More...

Productivity drives Progressives' success

Productivity stairway to heaven2Productivity key
to 'Progressives'
growth success

Broadline business supply
from single source wins


We've spoken w/many leading OP dealers in the US/UK recently. Progressives are positive about future growth prospects and driving a personalised  'managed productivity services' agenda. Here are the key ingredients... Updated

Read More...

Wayfair service woeful & wavering

Lucy angry PCWayfair's woeful
wavering service

Customer complaints: cold
incomplete multi-deliveries

 
Giant furniture etailer Wayfair's popular adline "You got what I need" is increasingly ringing hollow with its fast growing base of customers suffering unreliable, incomplete & erratic deliveries from multiple 3PV drivers...

Read More...

Amazon Private Label: disrupter or dud?

bezos amazon achilles heelAMZN: Pvt Label
disrupter or dud?

Godzilla's attack on brand-
maker partners peters out?


Business supply resellers’ worst Amazon fear hasn’t yet come to pass. Its huge expansion in private label & exclusive labels has not gained traction with users in spite of some dodgy promo search tactics. Is own label an own goal for Godzilla?

Read More...

Amazon's big squeeze on small suppliers

Screen Shot 2019 03 19 at 4.34.29 PMAMZN purges
small suppliers

Cut the CRAP/Own Label
drive in price war v WMT


Amazon's
notorious reputation for squeezing suppliers has escalated over the past year. It's move towards private label and unrfair returns policies have extended to a purge on smaller supply partners announced on 2 March. Updated

Read More...

MPS is dead. Long live new MPS (Managed Productivity Services

MPS thornM P S  i s  d e a d.
Long live M P S!

Make 'Manag'd Productivity
Services' your #1 priority


The Managed Print Services (MPS) evolution started around 2005; it has grown strongly as it cannibalised the transactional printing business. Paper & print demand continues in terminal decline and now the new MPS: providing 'Managed Productivity Services' for customers should be your priority....Updated

Read More...

The rise of the conscious consumer

lucy receives packageThe rise & rise
of conscious
consumerism 

How ethical shopping
can help brands thrive


The rise of the conscious consumer has pushed resellers to be more transparent & source aware. Ethical decisions presents a perpetual dilemma but increasingly businesswomen will make that buying choice

Read More...

Economic Slowdown 2019 in US/Europe

Screen Shot 2019 03 04 at 11.56.31 AMThe US/Euro

Economies in
S l o w d o w n?

Big opportunity for single
source business suppliers


We forecast a US economic slowdown on 20 Aug'18 based on declining growth rates reported by business supplies' makers from Q2'18 thru' Q4'18 plus, pessimistic CEO 2019 outooks. It's happening! So what should dealers do now? Later today

Read More...

Outsized, Outdated, Outsourcing trends

goliath v davidO u t s i z e d
Outsourcers
O u t d a t e d

Impersonal Interserve sinks.
Shift on to agile specialists


The major 'Business Process Outsourcing BPO' firms are in a death rattle. Interserve is the latest example to join the collapse of Carillion, Capita & Serco. Corporations are moving to specialist managed service providers, rather than 'everything to everybody' pretenders. Is the game over for outsourcing giants? 

Read More...

Is Retail dying or going independent?

retail stores doomedRethink the retail
e x p e r i e n c e

As High St. chains die note
shift to new independents


As large chain stores struggle to compete with the rise of online sales, independent and artisan retailers are stepping up to take their place on the high/main street

Read More...

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