January 10, 2000 - Volume vi, #1 Michael McLarney, Editor & Publisher Ph: 416-489-3396 Fx: 416-489-6154  
REVY TO CLOSE BOX IN VANCOUVER, OPENS ONE IN TORONTO   Revy Home Centres Inc. will close an underperforming store this spring in what might be considered the first casualty in Canada's big box wars. However, Al Cheney, vice-president store operations for Revy, says the store was not in a preferred site in the first place. It was part of the deal when Revy bought Eagle Hardware and Garden in 1994 and has been a chronic underperformer. The store is at the south end of the Patullo Bridge in Surrey, in a predominantly commercial/working class neighborhood. "The site did not meet with Revy's criteria when we bought Eagle," says Cheney. "But we had to open it anyway." All full- and most part-time staff will be relocated to other stores. The Surrey market, Cheney adds, is being well-served by the Fleetwood store, which Revy acquired when it took over Lumberland Building Materials in 1997. That store was fully refitted with big box racking last year. Revy continues its expansion plans in other parts of the country, however, particularly in the Greater Toronto Area. It opened its second store there on Saturday, this one in Woodbridge, just north of the city. The 168,000-sq.ft. outlet carries 50,000-plus SKUs, will employ 300 and represents a $22 million investment. Pushing the all-Canadian angle, the national anthem replaced a company cheer to kick off the opening proceedings. The next store is slated to open is in Toronto's west end (Stockyards). Other openings scheduled for this year are Scarborough, at Warden and Eglinton, and a store in Kitchener. Also announced: a store in Mississauga's Square One Mall and another in London, Ont., at a site to be announced. ******** SODISCO-HOWDEN TO REDUCE FINANCIAL EXPENSES WITH REFINANCING Sodisco-Howden Group Inc. has renegogiated with its largest debenture holder, a member company of the Paribas Group, which owns more than 87% of the outstanding debentures. According to the agreement, Sodisco-Howden will modify the terms and conditions of the debentures so holders can convert them on or before March 23, 2000, to receive a cash premium of $0.025 for each dollar of principal amount of the debentures plus interest payable at the time of the conversion. A total of $11.3 million in series D and DD debentures is involved. In addition, Sodisco-Howden's board of directors has approved the redemption of series E debentures not converted on March 24, 2000. "This very important step will allow our company to finally turn the page on the last portion of the financial structure inherited from Unigesco," says Tony Molluso, president and CEO of Sodisco-Howden. More than $3 million in financial expenses are expected to be eliminated for the year ending December 31, 2000. ******** CHS OFFERS NEW PROGRAMS TO BOOST BUYING AT SHOW The Canadian Hardware Show will offer briefing sessions to exhibitors on February 4 and 5 during the show's setup at the National Trade Centre. The show is hosted by the Canadian Retail Hardware Association in conjunction with the Lumber & Building Materials Association of Ontario,The purpose of the sessions, says CRHA executive director Bob Elliott, is to help exhibitors generate sales at the show, which will be held February 6-8 in Toronto. In addition, the show will feature cash incentives to attending dealers &endash; $1,000 will be given out every hour during the show's three days. For more information, contact the CRHA at: 905-821-3470. ******** RETAIL SALES ON A ROLL, INDEPENDENT MERCHANTS SAY The 1999 holiday sales season was the best for Canadian retailers in a decade. According to a report by Retail Council of Canada, 60% of independent storeowners surveyed across the country say their sales soared over the 1998 holiday season by an average of 18%. And they expect the good times to continue through 2000. Nearly 70% of respondents expect their sales to rise this year by an average of 14%. One-fifth of survey respondents said their 1999 holiday sales were about the same as the previous year, and another 20% said their holiday sales were down by an average of 15% from 1998. More than 350 independent merchants responded to the survey, which was conducted January 4-6.  
COMPANIES IN THE NEWS   The deal for Sears Canada Inc. to purchase all outstanding common shares of Eaton's has been approved by Eaton's creditors and shareholders and sanctioned by the Superior Court of Justice of Ontario, effective December 30, 1999. The acquisition includes the Eaton's name and the following 16 Eaton's locations:Brentwood Mall, Burnaby, B.C.; Orchard Park Shopping Centre, Kelowna, B.C.; Eaton Centre, Victoria; Pacific Centre, Vancouver; South Centre Mall, Calgary; Eaton Centre, Calgary; St. Vital Centre, Winnipeg; Polo Park, Winnipeg; Westmount Shopping Centre, London, Ont.; Sherway Gardens, Toronto; Yorkdale Shopping Centre; Toronto; Scarborough Town Centre, Toronto; Eaton Centre, Toronto; Rideau Centre, Ottawa; Galleries La Capitale, Québec City; Halifax Shopping Centre, Halifax. Sears will lease two stores formerly occupied by Eaton's at the following locations: Guildford Place, Surrey, B.C. and Don Mills Centre, Toronto.   Newell Industries Canada has relocated its head office to Rubbermaid's facility at 2562 Stanfield Road, 2nd Floor, Mississauga, Ont.; phone: 905-281-7305, fax: 905-281-7363.   Hudson's Bay Co. will acquire two former Eaton's locations &endash; one in Nanaimo, B.C., and another in Sherbrooke, Qué.   Malco Tools International has announced that McCully & Associates will represent its tools across Canada. Malco, with Kenyon Tools, manufactures a full range of specialty hand tools for use in the roofing, HVAC, fastening and gardening markets.   T.A. Drummond Metal Products has sold off its Lycor Products division to Canada Wood Specialties of Orillia, Ont. The transaction involved all of Drummond's specialty lines, including dowels and plugs, shelves and brackets, shutters and cabinet doors, and veneer edging. Drummond's intention is to focus on its core product lines of flooring trim and accessories.   Arrow Lock Manufacturing (Canada) Inc. has been acquired by Swedish lock company Assa Abloy for CDN$5.18 million. Arrow Canada is an independent distributor for Arrow Lock of Brooklyn, N.Y., which is already owned by Assa Abloy.   TruServ Corp., through its commercial/industrial division, has made a five-year strategic alliance with Equalfooting.com to serve TruServ's 800 commercial/industrial division. Equalfooting.com is a new online purchasing network designed to help small businesses compare pricing from a number of national and regional suppliers in Canada and the U.S. and then purchase their industrial supplies. The service will feature more than 500,000 industrial supplies and equipment. ({ HYPERLINK http://www.equalfooting.com }www.equalfooting.com)   Sears department stores in the Greater Toronto Area have teamed up with Toronto's Chill Out program with a two-month long clothing drive for needy families. Throughout January and February 2000, community members across the city can drop off new and clean used clothing at 16 Sears locations across the GTA.
  CANADIAN STOCK WATCH
COMPANY 52-WEEK HIGH 52-WEEK LOW CLOSE (FRI.)
Canadian Tire 46.00 32.50 35.35
Canfor 19.25 4.25 19.00
Goodfellow 12.25 7.50 11.30
Hudsons Bay 23.85 14.00 17.00
Sears Canada 42.50 18.25 40.90
Taiga Forest 14.75 9.40 13.00
West Fraser 41.00 28.00 38.00
    "We then that are strong ought to bear the infirmities of the weak." &endash; Romans, 15:1
  PEOPLE ON THE MOVE Richard Cousins has been appointed CEO of U.K.-based BPB, effective April 1, 2000. Cousins is currently president Westroc Inc. of Canada, one of the largest companies in the BPB group. He will replace David Leonard, BPB's current CEO. No replacement has been named yet for Cousins in Canada. (905-823-9890)   Raymond Roy has been appointed national industrial sales development manager for CanWel Distribution Ltd., effective January 17. He will be based in the CanWel customer service centre in Blainville, Qué., reporting to Michel Gregoire, vice-president and general manager, eastern division. (450-435-6911)  
MARKET INDICATORS   Sales of existing homes in the U.S. increased 6% in November after higher mortgage rates had helped drive sales down four months in a row, to a seasonally adjusted annual rate of 5.09 million units, according to the National Association of Realtors. Good weather and anticipated increases in mortgage rates are believed to have spurred the increase. However, new home sales fell 7.1%.  
NOTED …   At Home Depot's vendor meetings last month in the U.S., Executive vp of merchandising Pat Farrah stressed the importance of suppliers focusing on all of the Depot's businesses, including the Internet and its contractor business. Home Depot intends to open 12 stores in Canada this year, nine in the east and three in the west  
Overheard … "We operate stores within a half-mile of Home Depot in Winnipeg, Calgary, Edmonton and here in Vanouver that are all performing well." &endash; Al Cheney, vice-president store operations for Revy Home Centres Inc., says the decision to close its Surrey store, near a Home Depot, is not due to competitive pressures but to the store's location.   Overheard ... "As the market changes, they just pick them up and move them and start again."&endash; Rob Denson, manager of the Sutherlands lumber yard in Oklahoma City, quoted in the Daily Oklahoman. The store will close soon after being sandwiched between a Home Depot and a Lowe's in that city. But with 70 outlets, Kansas City-based Sutherlands will simply look for a new location, possibly in another city.  
Hardlines Classifieds    
FIND THAT NEW PERSON, NEW AGENCY OR NEW LINE WITH HARDLINES CLASSIFIEDS. THEY'RE A LOW-COST WAY TO REACH MORE THAN 2,000 PEOPLE EVERY WEEK. ONE AD RUNS FOR TWO WEEKS IN THE FAX EDITION AND THREE WEEKS IN THE E-MAIL EDITION OF HARDLINES. TO PLACE YOUR CLASSIFIED AD, JUST CALL BEVERLY ALLEN AT 416- 489-3396, EXT. 2.   * * * * * * * HARDLINES the electronic newsletter. Michael McLarney, Editor & Publisher. Published weekly (except monthly in December and August) by McLARNEYCOM 283 Belsize Dr., Toronto, ON Canada M4S 1M5. 416-489-3396; fax: 416-489-6154. E-mail: hardline@terraport.net © 1999 by Michael McLarney. Reproduction in whole or in part is strictly forbidden. Subscription: $185+$12.95 GST = $197.95 (or $27.75 HST=$212.75) per year (GST #13987 0398 RT). Please make cheque payable to McLarneyCom.  
  January 10, 2000 - Volume vi, #1 Michael McLarney, Editor & Publisher Ph: 416-489-3396 Fx: 416-489-6154  
REVY TO CLOSE BOX IN VANCOUVER, OPENS ONE IN TORONTO   Revy Home Centres Inc. will close an underperforming store this spring in what might be considered the first casualty in Canada's big box wars. However, Al Cheney, vice-president store operations for Revy, says the store was not in a preferred site in the first place. It was part of the deal when Revy bought Eagle Hardware and Garden in 1994 and has been a chronic underperformer. The store is at the south end of the Patullo Bridge in Surrey, in a predominantly commercial/working class neighborhood. "The site did not meet with Revy's criteria when we bought Eagle," says Cheney. "But we had to open it anyway." All full- and most part-time staff will be relocated to other stores. The Surrey market, Cheney adds, is being well-served by the Fleetwood store, which Revy acquired when it took over Lumberland Building Materials in 1997. That store was fully refitted with big box racking last year. Revy continues its expansion plans in other parts of the country, however, particularly in the Greater Toronto Area. It opened its second store there on Saturday, this one in Woodbridge, just north of the city. The 168,000-sq.ft. outlet carries 50,000-plus SKUs, will employ 300 and represents a $22 million investment. Pushing the all-Canadian angle, the national anthem replaced a company cheer to kick off the opening proceedings. The next store is slated to open is in Toronto's west end (Stockyards). Other openings scheduled for this year are Scarborough, at Warden and Eglinton, and a store in Kitchener. Also announced: a store in Mississauga's Square One Mall and another in London, Ont., at a site to be announced. ******** SODISCO-HOWDEN TO REDUCE FINANCIAL EXPENSES WITH REFINANCING Sodisco-Howden Group Inc. has renegogiated with its largest debenture holder, a member company of the Paribas Group, which owns more than 87% of the outstanding debentures. According to the agreement, Sodisco-Howden will modify the terms and conditions of the debentures so holders can convert them on or before March 23, 2000, to receive a cash premium of $0.025 for each dollar of principal amount of the debentures plus interest payable at the time of the conversion. A total of $11.3 million in series D and DD debentures is involved. In addition, Sodisco-Howden's board of directors has approved the redemption of series E debentures not converted on March 24, 2000. "This very important step will allow our company to finally turn the page on the last portion of the financial structure inherited from Unigesco," says Tony Molluso, president and CEO of Sodisco-Howden. More than $3 million in financial expenses are expected to be eliminated for the year ending December 31, 2000. ******** CHS OFFERS NEW PROGRAMS TO BOOST BUYING AT SHOW The Canadian Hardware Show will offer briefing sessions to exhibitors on February 4 and 5 during the show's setup at the National Trade Centre. The show is hosted by the Canadian Retail Hardware Association in conjunction with the Lumber & Building Materials Association of Ontario,The purpose of the sessions, says CRHA executive director Bob Elliott, is to help exhibitors generate sales at the show, which will be held February 6-8 in Toronto. In addition, the show will feature cash incentives to attending dealers &endash; $1,000 will be given out every hour during the show's three days. For more information, contact the CRHA at: 905-821-3470. ******** RETAIL SALES ON A ROLL, INDEPENDENT MERCHANTS SAY The 1999 holiday sales season was the best for Canadian retailers in a decade. According to a report by Retail Council of Canada, 60% of independent storeowners surveyed across the country say their sales soared over the 1998 holiday season by an average of 18%. And they expect the good times to continue through 2000. Nearly 70% of respondents expect their sales to rise this year by an average of 14%. One-fifth of survey respondents said their 1999 holiday sales were about the same as the previous year, and another 20% said their holiday sales were down by an average of 15% from 1998. More than 350 independent merchants responded to the survey, which was conducted January 4-6.  
COMPANIES IN THE NEWS   The deal for Sears Canada Inc. to purchase all outstanding common shares of Eaton's has been approved by Eaton's creditors and shareholders and sanctioned by the Superior Court of Justice of Ontario, effective December 30, 1999. The acquisition includes the Eaton's name and the following 16 Eaton's locations:Brentwood Mall, Burnaby, B.C.; Orchard Park Shopping Centre, Kelowna, B.C.; Eaton Centre, Victoria; Pacific Centre, Vancouver; South Centre Mall, Calgary; Eaton Centre, Calgary; St. Vital Centre, Winnipeg; Polo Park, Winnipeg; Westmount Shopping Centre, London, Ont.; Sherway Gardens, Toronto; Yorkdale Shopping Centre; Toronto; Scarborough Town Centre, Toronto; Eaton Centre, Toronto; Rideau Centre, Ottawa; Galleries La Capitale, Québec City; Halifax Shopping Centre, Halifax. Sears will lease two stores formerly occupied by Eaton's at the following locations: Guildford Place, Surrey, B.C. and Don Mills Centre, Toronto.   Newell Industries Canada has relocated its head office to Rubbermaid's facility at 2562 Stanfield Road, 2nd Floor, Mississauga, Ont.; phone: 905-281-7305, fax: 905-281-7363.   Hudson's Bay Co. will acquire two former Eaton's locations &endash; one in Nanaimo, B.C., and another in Sherbrooke, Qué.   Malco Tools International has announced that McCully & Associates will represent its tools across Canada. Malco, with Kenyon Tools, manufactures a full range of specialty hand tools for use in the roofing, HVAC, fastening and gardening markets.   T.A. Drummond Metal Products has sold off its Lycor Products division to Canada Wood Specialties of Orillia, Ont. The transaction involved all of Drummond's specialty lines, including dowels and plugs, shelves and brackets, shutters and cabinet doors, and veneer edging. Drummond's intention is to focus on its core product lines of flooring trim and accessories.   Arrow Lock Manufacturing (Canada) Inc. has been acquired by Swedish lock company Assa Abloy for CDN$5.18 million. Arrow Canada is an independent distributor for Arrow Lock of Brooklyn, N.Y., which is already owned by Assa Abloy.   TruServ Corp., through its commercial/industrial division, has made a five-year strategic alliance with Equalfooting.com to serve TruServ's 800 commercial/industrial division. Equalfooting.com is a new online purchasing network designed to help small businesses compare pricing from a number of national and regional suppliers in Canada and the U.S. and then purchase their industrial supplies. The service will feature more than 500,000 industrial supplies and equipment. ({ HYPERLINK http://www.equalfooting.com }www.equalfooting.com)   Sears department stores in the Greater Toronto Area have teamed up with Toronto's Chill Out program with a two-month long clothing drive for needy families. Throughout January and February 2000, community members across the city can drop off new and clean used clothing at 16 Sears locations across the GTA.
  CANADIAN STOCK WATCH
COMPANY 52-WEEK HIGH 52-WEEK LOW CLOSE (FRI.)
Canadian Tire 46.00 32.50 35.35
Canfor 19.25 4.25 19.00
Goodfellow 12.25 7.50 11.30
Hudsons Bay 23.85 14.00 17.00
Sears Canada 42.50 18.25 40.90
Taiga Forest 14.75 9.40 13.00
West Fraser 41.00 28.00 38.00
    "We then that are strong ought to bear the infirmities of the weak." &endash; Romans, 15:1
  PEOPLE ON THE MOVE Richard Cousins has been appointed CEO of U.K.-based BPB, effective April 1, 2000. Cousins is currently president Westroc Inc. of Canada, one of the largest companies in the BPB group. He will replace David Leonard, BPB's current CEO. No replacement has been named yet for Cousins in Canada. (905-823-9890)   Raymond Roy has been appointed national industrial sales development manager for CanWel Distribution Ltd., effective January 17. He will be based in the CanWel customer service centre in Blainville, Qué., reporting to Michel Gregoire, vice-president and general manager, eastern division. (450-435-6911)  
MARKET INDICATORS   Sales of existing homes in the U.S. increased 6% in November after higher mortgage rates had helped drive sales down four months in a row, to a seasonally adjusted annual rate of 5.09 million units, according to the National Association of Realtors. Good weather and anticipated increases in mortgage rates are believed to have spurred the increase. However, new home sales fell 7.1%.  
NOTED …   At Home Depot's vendor meetings last month in the U.S., Executive vp of merchandising Pat Farrah stressed the importance of suppliers focusing on all of the Depot's businesses, including the Internet and its contractor business. Home Depot intends to open 12 stores in Canada this year, nine in the east and three in the west  
Overheard … "We operate stores within a half-mile of Home Depot in Winnipeg, Calgary, Edmonton and here in Vanouver that are all performing well." &endash; Al Cheney, vice-president store operations for Revy Home Centres Inc., says the decision to close its Surrey store, near a Home Depot, is not due to competitive pressures but to the store's location.   Overheard ... "As the market changes, they just pick them up and move them and start again."&endash; Rob Denson, manager of the Sutherlands lumber yard in Oklahoma City, quoted in the Daily Oklahoman. The store will close soon after being sandwiched between a Home Depot and a Lowe's in that city. But with 70 outlets, Kansas City-based Sutherlands will simply look for a new location, possibly in another city.  
Hardlines Classifieds    
FIND THAT NEW PERSON, NEW AGENCY OR NEW LINE WITH HARDLINES CLASSIFIEDS. THEY'RE A LOW-COST WAY TO REACH MORE THAN 2,000 PEOPLE EVERY WEEK. ONE AD RUNS FOR TWO WEEKS IN THE FAX EDITION AND THREE WEEKS IN THE E-MAIL EDITION OF HARDLINES. TO PLACE YOUR CLASSIFIED AD, JUST CALL BEVERLY ALLEN AT 416- 489-3396, EXT. 2.   * * * * * * * HARDLINES the electronic newsletter. Michael McLarney, Editor & Publisher. Published weekly (except monthly in December and August) by McLARNEYCOM 283 Belsize Dr., Toronto, ON Canada M4S 1M5. 416-489-3396; fax: 416-489-6154. E-mail: hardline@terraport.net © 1999 by Michael McLarney. Reproduction in whole or in part is strictly forbidden. Subscription: $185+$12.95 GST = $197.95 (or $27.75 HST=$212.75) per year (GST #13987 0398 RT). Please make cheque payable to McLarneyCom.