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Staples, Inc. Message Board

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  • vfw123_99 vfw123_99 Aug 16, 2012 5:14 PM Flag

    Office Staples Max

    Can't have a monoply when all three are losing their shirt to Wal and Am.

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    • I've been in this industry for over 2 decades and I still am. I have never run across a company that buys supplies from either walmart or Amazon. Yes walmart picks up some back to school sales, but that's not where the money is in the office supply business. It's on the the commercial side. If ODP. OMX and SPLS could exit the brick & mortar model completely, tomorrow, they would do it. In the future you're going to see a lot less store and smaller stores at that. The 35,000 to 45,000 square foot model is dead and everyone knows it. This is part of the reason SPLS bought CEXP... they just paid too darn much for it. The directors of these companies should have recognized this years ago, but they didn't.....and that's why SPLS shareholders got spanked this week.

      As for the idea merging any two of the big three companies: why would any one of them merge with another company that is loaded up with stores.

      That said... I sort of like OMX chances in the future...they have the least number of stores to close and a pretty good commercial division...yes in previous posts have admitted to being short OMX, but I did cover some time back. I do remain short SPLS from Jan 2011 and see no reason to cover at this time.

      • 3 Replies to optionxdate
      • Good message. Commercial is where it is at - day in, day out. Right now Staples is just busy due to back to school and the MILFs shopping there. Good place to MILF hunt - BTW. With free shipping on orders like over $50 it is easier to order from than drive to the store for toner and such.

      • Thanks for your post. Finally someone who can articulate a thought without being abusive. This will be interesting to see what happens. As far as merging, about a year ago I believe it was Staples CEO who said there is room for only two of them.

      • I've been in this industry well over two decades as well and if you aren't running into companies buying from WMT & AMZN (and Sams, Costco) it's because you don't have your ear to the ground. They are out there and they are multiplying. The easiest way to verify my statement is to go to your local warehouse club during on a week day and hang out for a while. You'll be blown away by the number of people with carts loaded up with supplies.

        Now, while things look tough for SPLS, they are obviously the strongest of the Big 3. Personally I see them absorbed by another company, probably AMZN.

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