Apparently, Xerox’s Toner and Supplies Business Is Booming in Q1 2026 (Google this)
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Booming.... new word for back ordered?
If Booming is the sound of implosion of the Xerox payroll department, then I agree with you…. Otherwise not so much….
It’s not booming. It should be but print has been in decline for so many years. The people who have contracts on their units can’t even order toner because of back orders. One would think for an annuity based company this toner would be readily available because Xerox only makes money when toner is in the copier.
So much for being a razor blade company, they can even do that right.
I already explained this. It is not booming: they are paying (a lot) distributors to pump up stocks and finance themselves....The point is they need more and more money to pay for upfront rebates and compensate the cost of stocks. Interest rates increase makes this a bo-b ready to explode.