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  • Lederer John StaplesStaples' 5th Anniv
    of vulture control?

    What has Sycamore's agent
    Lederer achieved? Industry
    chiefs review and comment

    In June'17 vulture capitalist Sycamore Partners bought Staples for $6.9Bn. The industry quaked! What has happened since? Proficiency Post chronicled its demise from $16Bn down to a current $8Bn with the ex-powerhouse a shell of its former self. What do leading vendors and IDC think? We surveyed and report here to date

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  • Dochelli Harry ESND 21Essendant: Big call
    for dlrs digital drive 

    Latest trends: US economy;
    Srvce hybrid workers alert!

    Leading business supplies wholesaler Essendant's leadership team justhosted dealers and suppliers at a virtual Town Hall event. It proved a great opportunity to connect and share latest market perspectives; top economist Brian Beaulieu's view; plus new initiatives. We spoke with president Harry Dochelli on key takeaways... 

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  • Screen Shot 2022 06 27 at 11.11.12 AMMason's Blizzard

    blasts Buffett's DQ

    Fed Judge rules Water label
    doesn't infringe Trademark

    Warren Buffett
    owned Dairy Queen (DQ) had issues with business supplier WBMason's labeling of its 'Blizzard' branded water, but the Minnesota federal judge ruled 'no customer confusion'. DQ sued in 2018 but WB's lawyers were always confident claims were "ridiculous". PP dives inside the saga...Updated

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  • Screen Shot 2022 06 13 at 4.24.53 PMCreate cool hybrid
    work experiences

    How people work better in
    the flexible future of work

    Even before Covid some organizations began experimenting with mobile work, shifting ownership for spaces and offering more choice for people to move where they worked based on their activities. Some companies allowed hybrid work, giving employees flexibility to WFH. Now, the practice has become the mainstream even those who believed it wasn’t a fit for them.

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  • Inflation bubble manThe Proficiency

    I n f l a t i o n Index

    +15% average price hikes
    boost profits by +30/40%!

    The Q1'22 reporting season is complete. Proficiency Index have analysed results and separated out the price inflation element, from real volume performance. HPInc, HPE, ABM, UNFI and Costco were the last  companies to report inflated profits fueled by high price hikes; a total of 90 companies analysed 

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Screen Shot 2022 06 30 at 1.06.06 PMAmazon abates
FC openings 

Admits overbuilt capacity.
Pulls back expansion plans

has delayed or canceled plans for at least 13 facilities in its distribution network this year. CFO Brian Olsavsky said in April that the company built more fulfillment network capacity (FC's) with “the high end of a very volatile demand outlook”. Regardless, It still has twice the delivery capacity of big rivals Walmart and Target combined 

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PC market plungePC shipments
plunge persists

Chromebook crash. US
mkt hurt by WFH edu dip

Gartner has forecast that worldwide PC shipments will fall by -9.5% this year. Both global #1 Lenovo Dell wrested market share away from HP One large VAR partner says after the dust settles, demand will still be higher than it was pre-Covid.

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visentin john xeroxIcahn's Xerox CEO
passes suddenly

Colleagues' tributes flow in
Will investors sell/breakup?

 CEO John Visentin has unexpectedly passed away due to complications from an ongoing illness. Visentin was appointed in 2018 by activist investor Carl Icahn after he took a 20% stake and then together tried unsuccessfully to acquire HP Inc. What is the reaction of investors?

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Screen Shot 2022 06 29 at 11.47.01 AMMillerKnoll hits

hybrid work high 

WFH concepts offset soft,
returning office demand

the new #1, enlarged furnituremaker maintained its focused on strong WFH demand with DWR home concepts, strength in retail, but the contract market continued soft but recovering. Upbeat ceo Andi Owen focused her Q4'22 report on strong WFH demand, mobile systems innovation and integration of Knoll. 

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Screen Shot 2022 06 29 at 3.32.17 PMHPE: H o l l o w
Promises Exposed

Neri's 'Discover22' address'
most provocative remarks

Hewlett Packard Enterprise (HPE) CEO Antonio Neri took on all the big issues at Discover 2022 conference. From HPE's transformation as a software and services company with GreenLake to how it is out-innovating competitors? Here are his 10 most provocative statements from the event reported by CRN's Steven Burke.

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Screen Shot 2022 06 29 at 2.51.07 PMHygienic offices
a huge incentive

Cleaning Coalition study
affirms hot market trends

A clean office is the ‘most important incentive for workers’. A US survey revealed that cleanliness is the best employers can offer if they want people back in the office. Maybe a statement of the obvious, but 'hygiene consciousness' driven by Covid has doubled over the past 2-3 yrs ....

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Screen Shot 2022 06 29 at 1.40.32 PMLate FedEx follows
electric truck drive

Joins UPS, Amazon, USPS
w zero CO2 emission plans

At last, FedEx Corp has 150 BrightDrop zero-emissions trucks rolling on LA highways as it transitions towards EV deliveries. New CEO, 31yrs veteran Raj Subramaniam's major task is to transform the laggard into a leader, given the 'same as the old boss' critics' pessimism..

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Gershwind eric MSC ll smileMSC Indl supply
revenues resilient

Higher sales of hygiene
safety get price boost

MSC Industrial Supply
, a leading $4Bn MRO distributor reported continued double digit growth in Q3'22. CEO Erik Gershwind was positive about demand forecasts and higher profitability ahead of the market index

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hybrid office zoom mtg 22What do hybrid
offices look like?

Augury's space designed
for personalised skillsets

Like many, technology firm Augury ditched its NY City office during Covid. With few people coming in, and most working remotely, paying rent on an empty office was a waste. But the need for an office didn’t go away completely, so it consulted its people before designing a new hybrid working environment, reports Fast Company's Nate Berg. 

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Screen Shot 2022 06 27 at 2.52.38 PMTDSynnex stalled.
Losing mkt share?

#1 $60Bn tech wholesaler
integration slows progress

the #1Global IT wholesaler that merged with TechData last summer, was seriously disrupted by Asian supply problems, after benefiting strongly during WFH. CEO Rich Hume commented opaquely about marginal organic growth in its Q2'23 financial review. Updated

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