HARDLINES™ Five years serving Canada's home improvement industry October 23, 2000 - Volume vi, #40 Michael McLarney, Editor & Publisher Ph: 416-489-3396 Fx: 416-489-6154 E-mail: buzz@hardlinesfax.com  
Check out our incredible Classifieds section!
* * * * * * * Grubbe retires from TruServ Canada * Sodisco-Howden positions Pro as "independent alternative" * "Treasure hunt" mentality drives high sales at Price Costco * 3Q sales flat for Revy, down slightly for Taiga * Halifax store is Home Depot's 60th in Canada * * * * * * THE HARDLINES MARKETPLACE It's a great place to announce new lines or acquisitions, services or lines available. And of course they are an effective, low-cost way to hire new people. At just $16 per line, here's what you get with each Marketplace Ad: - two weeks in the fax version - three weeks in the email version - posted on our website for three weeks - your ad read by more than 3,000 people every single week - thousands of hits on our Website! - our boundless thanks for your support of Hardlines! Bev takes care of the Classifieds so contact her: bev@hardlinesfax.com or call her at 416-489-3396. HARDLINES WHO'S WHO 2000-2001 EDITION: The only annual guide to Canada's leading hardware and home improvement retailers, wholesalers, buying groups, mass merchants and co-ops. It lists more than 100 companies. Each listing features executives, product categories, sales, number of outlets, buyers, etc. No salesperson or marketing person should be without this little beauty! In fact, some of our subscribers are buying three and four copies, so the whole sales force will be armed with the right names and numbers while they're on the road. Don't be caught without it! The cost is only $125 for subscribers, or $165 for non-subscribers (+ GST/HST). Order online or call us at 416-489-3396.  
TRUSERV CANADA CEO RETIRES AHEAD OF SCHEDULE David Grubbe will retire as president and CEO of TruServ Canada on October 31. The announcement was made at the dealer-owned co-op's recent dealer market. Leo Charriere, currently vice-president, business development, will replace Grubbe in the top job. Grubbe, 56, was originally slated to finish up at the end of the year and has been winding down his involvement since August. However, the sudden death of his sistermade him reconsider his plans. "I shook my head and said, 'hey,' what am I waiting for," he said. As a result, he and his wife are moving to Medicine Hat. "It's time to spend some time with my family," he told the members during his farewell address at the Winnipeg Convention Centre on October 16. He will remain involved with the company in an advisory capacity until December 2001. Grubbe started with the company as a furniture and appliance salesman 33 years ago, back when it was Macleod-Stedman Inc. Through the years he owned two Macleod's stores of his own, one in Shaunavon, SK and another in Maple Creek, SK. His career at head office has included everything from real estate and member development to merchandising. He took over as president in January 1995 from Bob Nowalski, who had been sent up by Cotter in the U.S. to run the Canadian operation following its conversion from Macleod-Stedman to Cotter Canada. * * * * * * COSTCO VP DESCRIBES EAST-WEST BUYING STRATEGY While its Burnaby and Montréal offices operate discretely, the majority of purchasing decisions at Price Costco Canada are made on a national basis. This and other insights into Canada's only wholesale club store chain were provided by Dave Nickel, vice-president and general merchandising manager of Price Costco. Nickel spoke to vendors in Vancouver at a recent meeting held by the Canadian Hardware and Housewares Manufacturers Association. Because the company's SKUs are so low (typically around 3,600), new products are brought in all the time in great volume. Price Costco's mandate, said Nickel, is to keep the assortment fresh, providing excitement to shoppers who bring to the stores what he terms a "treasure hunt" mentality. It also results in a much higher dollar value per customer visit, Nickel added. * * * * * * SODISCO-HOWDEN ENVISIONS PRO AS INDEPENDENT ALTERNATIVE There will be two big boxes in the Canadian marketplace - "Home Depot and someone else," predicts Tony Molluso, president and CEO of Sodisco-Howden Group. Molluso expects dealer consolidation to happen at a faster rate than ever before. His company supplies hardware to some 1,400 independent Canadian dealers; part of its strategy is to put together financial incentives that will enable groups of dealers to become multi-store owners. He sees his company's Pro Hardware program as "an alternate independent banner." Last summer, Sodisco-Howden converted its diverse dealer base from five banners to two. By the end of the year, he says, there will be 720 Pro stores across the country, with that number growing to 1,000 over the next two years. Sodisco-Howden still maintains a secondary banner, Do-it center. This DIY-friendly home centre program, licensed from Do-it Best Corp. in the US., is expected to grow from its current 51 to 100 stores in total. The most recent dealer to join Do-it is Albertson's Home Centre, a Tim-BR-Mart dealer in Parksville, BC, which signed on last week.
COMPANIES IN THE NEWS Here's the list of Home Depot Canada openings to the end of 2000: Halifax, which opened last Thursday, October 19 (the 60th store in Canada); Brantford (first store in that market) and Markham "East," ON on October 26; Castlefield Road in Toronto's west end, October 26. Dartmouth, NS, November 2; Lachenaie, QC (the second store there) on November 16; and Mississauga "West," ON on November 23. A store in Leaside, in Toronto's east end, will likely open sometime in 2001. The company continues to option sites in other markets, including one in Sarnia, ON and Grande Prairie, AB. With the completion of a new big box in St. John, NB early next year, Kent's stores will total six big boxes and 12 regular building centres. The next Kent big box to open will be in St. John, NB. Originally slated to open in December, it will now open in January 2001. At 105,000 sq.ft., it will replace a traditional 35,000-sq.ft. store. The company has also confirmed the purchase of property in St. John's for a second store in that city. Ground is expected to break there in Spring 2001. West Fraser Timber Co. Ltd. earned $24 million on sales of $569 million in the third quarter ended September 30, compared with earnings of $57 million on sales of $610 million in the same period in 1999. For the first three quarters of the year, earnings were $109 million on sales of $1.754 billion, compared with earnings of $108 million. The retail home improvement segment (Revy Home Centres Inc.) generated EBITDA of $15 million, compared with $16 million in the same quarter of 1999. In spite of lower building material prices, Revy's sales were up slightly in the quarter, from $227.4 million to $227.7 million. Taiga Forest Products Ltd. had sales of $201.9 million for the second quarter ended September 30. This is down from $227.3 million during the same period in 1999. Earnings for the quarter were down $2.0 million to $243,000. The drop in sales and earnings was attributed to soft prices in lumber and panel products. For the six-month period, sales were $447.3 million, compared with $455.9 million a year earlier. Earnings fell from $4.6 million to $514,000 in the first half of the year. During the quarter, Taiga completed construction of a new distribution centre in Saskatoon, which was up and running September 25, 2000. Also during the quarter, the company commenced construction of a new distribution centre in Calgary, AB, scheduled for completion in the spring 2001. Castle relaunched its website last week, complete with store search, contractor information, and online catalogue and services index for dealers (http://www.castle.ca). The site does not include, however, the end-user feature that was originally supported by Weber Supply, as this service was not supported by Sodisco-Howden after that company took over Weber's retail operations in June of this year. Rona inc. has made a five-year commitment to the Children's Aid Foundation in Toronto to finance facilities for neglected and abused children who use the CAF's services in the downtown Toronto area. The downtown centre will be renamed the Rona Child Access Centre, and will feature a new playground and improvements to its visiting rooms for children in foster care who have supervised meetings with their natural parents. Richelieu Hardware Ltd. has acquired the principle assets of Montréal-based Reliable Fasteners, as well as all of the shares of Les Boiseries Lussier et Fils, a Québec City-based distributor of decorative mouldings for furniture and kitchen cabinets. Both companies' teams are joining Richelieu's workforce. The deals, valued at $10 million, will be financed by the company's cash flow from operations and increase Richelieu's sales by about $15 million annually. Colonial Elegance Inc. has opened a U.S. distribution centre located at: Suite D, 5905 Greenpointe Drive South, Groveport, OH 43125; phone: 1-800-361-2030. Dy-Mon Sales, headed by Harvey Dyck, has been appointed to represent RCR International in Manitoba and Saskatchewan. The firm will be responsible for major accounts in this region. Sears Canada reported third quarter revenues for the 13 weeks ended September 30 of $1.543 billion, up 5.9% over $1.457 billion during the same period last year. Net earnings improved to $36.2 million from $35.3 million last year. For the first nine months of 2000, Sears posted a profit of $105.6 million, compared with $92.5 million last year. Revenues for the year to date increased 9.8% to $4.524 billion from $4.119 billion. TruServ Corp. in the U.S. has made a deal with SecureRite.com, an Internet co-operative of security professionals, to offer security products and installed services through TruServ stores in the U.S. SecureRite has commercial, industrial and residential security products. The deal is estimated to be worth US$9 million over the next 5 years. Lowe's Cos. has teamed with NationsRent Inc., a construction equipment rental company, to install its rental centres in Lowe's stores in 22 markets by the end of 2001. The agreement follows a six-month pilot program in six stores. Sears, Roebuck and Co. had an 18% increase in third-quarter income of US$278 million, compared with US$236 million in the same quarter a year ago. Total revenues in the quarter climbed to US$9.63 billion from US$9.20 billion a year ago. The revenue increase was due primarily to improvements in Sears department stores and Sears Canada. Domestic comparable store sales increased 3.5%. Wal-Mart in the U.S. has begun selling its own brand of discount wine. The hooch, priced at US$5 and US$6, is supplied by Gallo under the "Alcott Ridge Vineyards" label, according to The Hard Fax newsletter.
CANADIAN STOCK WATCH
COMPANY 52-WEEK HIGH 52-WEEK LOW CLOSE (FRI.)
       
Canadian Tire 37.35 15.10 15.10
Canfor 19.80 8.10 8.25
Goodfellow 12.55 8.50 8.50
Home Depot 70.00 34.68 39 7/16
Hudsons Bay 21.65 12.50 13.20
Lowe's Cos. 67.25 34.25 41 1/4
Sears Canada 42.50 30.75 24.60
Taiga Forest 14.20 6.80 8.50
West Fraser 39.50 25.90 26.60
"Rest and be thankful." - An inscription on an ancient stone seat in the Highlands of Scotland
PEOPLE ON THE MOVE Doug Carter has left the D.H. Howden division of Sodisco-Howden Group to start his own consulting business outside of the hardware industry. Most recently director of sales, Carter spent 18 years at Howden, starting on the retail side in the company's corporate stores. Through the years he held positions in sales, advertising and national accounts … Glen Duczek has moved from new business development at Howden to become Pro banner manager. (519-686-2200) Bernard Nadeau has been appointed general director of sales and marketing at Montréal-based Colonial Elegance Inc. He spent the last 10 years as the company's marketing director. (514-640-1212)  
MARKET INDICATORS The new housing price index rose 0.3% from July to August, according to Stats Canada. Year-over-year (August 1999 to August 2000), the index of contractors' selling prices for new homes increased 2.4%. On an annual basis, Ottawa-Hull led the pack (+7.2%), followed by Kitchener-Waterloo (+4.2%) and Montréal ($.0%). The biggest drop was in Victoria (-4.4%).  
Are you reading your own copy of Hardlines? Find out about our special company rates!  
Hardlines Marketplace Got new products? Looking for new staff or lines? Hardlines Marketplace is read each week by North America's key decision makers in home improvement retailing and manufacturing. If you want to build your sales team or find new agents or new lines, this is the place! Only $16 per line. Call Beverly at 416-489-3396, ext. 2, for more details. * * * * * * * HARDLINES™ the electronic newsletter. www.hardlinesfax.com phone: 416-489-3396; fax: 416-489-6154. E-mail: buzz@hardlinesfax.com Michael McLarney, Editor & Publisher (extension 1): mike@hardlinesfax.com Beverly Allen, Marketing Manager (extension 2): bev@hardlinesfax.com Nancy Wright, Administrative Assistant: nancy@hardlinesfax.com Hardlines is published weekly (except monthly in December and August) by McLARNEYCOM 542 Mount Pleasant Rd., Suite 302, Toronto, Ontario, Canada M4S 2M7 © 2000 by Michael McLarney. Reproduction in whole or in part is very uncool and strictly forbidden and really and truly against the law. Call for information on a site license for your company. 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.)  
    HARDLINES™ Five years serving Canada's home improvement industry October 23, 2000 - Volume vi, #40 Michael McLarney, Editor & Publisher Ph: 416-489-3396 Fx: 416-489-6154 E-mail: buzz@hardlinesfax.com  
Check out our incredible Classifieds section!
* * * * * * * Grubbe retires from TruServ Canada * Sodisco-Howden positions Pro as "independent alternative" * "Treasure hunt" mentality drives high sales at Price Costco * 3Q sales flat for Revy, down slightly for Taiga * Halifax store is Home Depot's 60th in Canada * * * * * * THE HARDLINES MARKETPLACE It's a great place to announce new lines or acquisitions, services or lines available. And of course they are an effective, low-cost way to hire new people. At just $16 per line, here's what you get with each Marketplace Ad: - two weeks in the fax version - three weeks in the email version - posted on our website for three weeks - your ad read by more than 3,000 people every single week - thousands of hits on our Website! - our boundless thanks for your support of Hardlines! Bev takes care of the Classifieds so contact her: bev@hardlinesfax.com or call her at 416-489-3396. HARDLINES WHO'S WHO 2000-2001 EDITION: The only annual guide to Canada's leading hardware and home improvement retailers, wholesalers, buying groups, mass merchants and co-ops. It lists more than 100 companies. Each listing features executives, product categories, sales, number of outlets, buyers, etc. No salesperson or marketing person should be without this little beauty! In fact, some of our subscribers are buying three and four copies, so the whole sales force will be armed with the right names and numbers while they're on the road. Don't be caught without it! The cost is only $125 for subscribers, or $165 for non-subscribers (+ GST/HST). Order online or call us at 416-489-3396.  
TRUSERV CANADA CEO RETIRES AHEAD OF SCHEDULE David Grubbe will retire as president and CEO of TruServ Canada on October 31. The announcement was made at the dealer-owned co-op's recent dealer market. Leo Charriere, currently vice-president, business development, will replace Grubbe in the top job. Grubbe, 56, was originally slated to finish up at the end of the year and has been winding down his involvement since August. However, the sudden death of his sistermade him reconsider his plans. "I shook my head and said, 'hey,' what am I waiting for," he said. As a result, he and his wife are moving to Medicine Hat. "It's time to spend some time with my family," he told the members during his farewell address at the Winnipeg Convention Centre on October 16. He will remain involved with the company in an advisory capacity until December 2001. Grubbe started with the company as a furniture and appliance salesman 33 years ago, back when it was Macleod-Stedman Inc. Through the years he owned two Macleod's stores of his own, one in Shaunavon, SK and another in Maple Creek, SK. His career at head office has included everything from real estate and member development to merchandising. He took over as president in January 1995 from Bob Nowalski, who had been sent up by Cotter in the U.S. to run the Canadian operation following its conversion from Macleod-Stedman to Cotter Canada. * * * * * * COSTCO VP DESCRIBES EAST-WEST BUYING STRATEGY While its Burnaby and Montréal offices operate discretely, the majority of purchasing decisions at Price Costco Canada are made on a national basis. This and other insights into Canada's only wholesale club store chain were provided by Dave Nickel, vice-president and general merchandising manager of Price Costco. Nickel spoke to vendors in Vancouver at a recent meeting held by the Canadian Hardware and Housewares Manufacturers Association. Because the company's SKUs are so low (typically around 3,600), new products are brought in all the time in great volume. Price Costco's mandate, said Nickel, is to keep the assortment fresh, providing excitement to shoppers who bring to the stores what he terms a "treasure hunt" mentality. It also results in a much higher dollar value per customer visit, Nickel added. * * * * * * SODISCO-HOWDEN ENVISIONS PRO AS INDEPENDENT ALTERNATIVE There will be two big boxes in the Canadian marketplace - "Home Depot and someone else," predicts Tony Molluso, president and CEO of Sodisco-Howden Group. Molluso expects dealer consolidation to happen at a faster rate than ever before. His company supplies hardware to some 1,400 independent Canadian dealers; part of its strategy is to put together financial incentives that will enable groups of dealers to become multi-store owners. He sees his company's Pro Hardware program as "an alternate independent banner." Last summer, Sodisco-Howden converted its diverse dealer base from five banners to two. By the end of the year, he says, there will be 720 Pro stores across the country, with that number growing to 1,000 over the next two years. Sodisco-Howden still maintains a secondary banner, Do-it center. This DIY-friendly home centre program, licensed from Do-it Best Corp. in the US., is expected to grow from its current 51 to 100 stores in total. The most recent dealer to join Do-it is Albertson's Home Centre, a Tim-BR-Mart dealer in Parksville, BC, which signed on last week.
COMPANIES IN THE NEWS Here's the list of Home Depot Canada openings to the end of 2000: Halifax, which opened last Thursday, October 19 (the 60th store in Canada); Brantford (first store in that market) and Markham "East," ON on October 26; Castlefield Road in Toronto's west end, October 26. Dartmouth, NS, November 2; Lachenaie, QC (the second store there) on November 16; and Mississauga "West," ON on November 23. A store in Leaside, in Toronto's east end, will likely open sometime in 2001. The company continues to option sites in other markets, including one in Sarnia, ON and Grande Prairie, AB. With the completion of a new big box in St. John, NB early next year, Kent's stores will total six big boxes and 12 regular building centres. The next Kent big box to open will be in St. John, NB. Originally slated to open in December, it will now open in January 2001. At 105,000 sq.ft., it will replace a traditional 35,000-sq.ft. store. The company has also confirmed the purchase of property in St. John's for a second store in that city. Ground is expected to break there in Spring 2001. West Fraser Timber Co. Ltd. earned $24 million on sales of $569 million in the third quarter ended September 30, compared with earnings of $57 million on sales of $610 million in the same period in 1999. For the first three quarters of the year, earnings were $109 million on sales of $1.754 billion, compared with earnings of $108 million. The retail home improvement segment (Revy Home Centres Inc.) generated EBITDA of $15 million, compared with $16 million in the same quarter of 1999. In spite of lower building material prices, Revy's sales were up slightly in the quarter, from $227.4 million to $227.7 million. Taiga Forest Products Ltd. had sales of $201.9 million for the second quarter ended September 30. This is down from $227.3 million during the same period in 1999. Earnings for the quarter were down $2.0 million to $243,000. The drop in sales and earnings was attributed to soft prices in lumber and panel products. For the six-month period, sales were $447.3 million, compared with $455.9 million a year earlier. Earnings fell from $4.6 million to $514,000 in the first half of the year. During the quarter, Taiga completed construction of a new distribution centre in Saskatoon, which was up and running September 25, 2000. Also during the quarter, the company commenced construction of a new distribution centre in Calgary, AB, scheduled for completion in the spring 2001. Castle relaunched its website last week, complete with store search, contractor information, and online catalogue and services index for dealers (http://www.castle.ca). The site does not include, however, the end-user feature that was originally supported by Weber Supply, as this service was not supported by Sodisco-Howden after that company took over Weber's retail operations in June of this year. Rona inc. has made a five-year commitment to the Children's Aid Foundation in Toronto to finance facilities for neglected and abused children who use the CAF's services in the downtown Toronto area. The downtown centre will be renamed the Rona Child Access Centre, and will feature a new playground and improvements to its visiting rooms for children in foster care who have supervised meetings with their natural parents. Richelieu Hardware Ltd. has acquired the principle assets of Montréal-based Reliable Fasteners, as well as all of the shares of Les Boiseries Lussier et Fils, a Québec City-based distributor of decorative mouldings for furniture and kitchen cabinets. Both companies' teams are joining Richelieu's workforce. The deals, valued at $10 million, will be financed by the company's cash flow from operations and increase Richelieu's sales by about $15 million annually. Colonial Elegance Inc. has opened a U.S. distribution centre located at: Suite D, 5905 Greenpointe Drive South, Groveport, OH 43125; phone: 1-800-361-2030. Dy-Mon Sales, headed by Harvey Dyck, has been appointed to represent RCR International in Manitoba and Saskatchewan. The firm will be responsible for major accounts in this region. Sears Canada reported third quarter revenues for the 13 weeks ended September 30 of $1.543 billion, up 5.9% over $1.457 billion during the same period last year. Net earnings improved to $36.2 million from $35.3 million last year. For the first nine months of 2000, Sears posted a profit of $105.6 million, compared with $92.5 million last year. Revenues for the year to date increased 9.8% to $4.524 billion from $4.119 billion. TruServ Corp. in the U.S. has made a deal with SecureRite.com, an Internet co-operative of security professionals, to offer security products and installed services through TruServ stores in the U.S. SecureRite has commercial, industrial and residential security products. The deal is estimated to be worth US$9 million over the next 5 years. Lowe's Cos. has teamed with NationsRent Inc., a construction equipment rental company, to install its rental centres in Lowe's stores in 22 markets by the end of 2001. The agreement follows a six-month pilot program in six stores. Sears, Roebuck and Co. had an 18% increase in third-quarter income of US$278 million, compared with US$236 million in the same quarter a year ago. Total revenues in the quarter climbed to US$9.63 billion from US$9.20 billion a year ago. The revenue increase was due primarily to improvements in Sears department stores and Sears Canada. Domestic comparable store sales increased 3.5%. Wal-Mart in the U.S. has begun selling its own brand of discount wine. The hooch, priced at US$5 and US$6, is supplied by Gallo under the "Alcott Ridge Vineyards" label, according to The Hard Fax newsletter.
CANADIAN STOCK WATCH
COMPANY 52-WEEK HIGH 52-WEEK LOW CLOSE (FRI.)
       
Canadian Tire 37.35 15.10 15.10
Canfor 19.80 8.10 8.25
Goodfellow 12.55 8.50 8.50
Home Depot 70.00 34.68 39 7/16
Hudsons Bay 21.65 12.50 13.20
Lowe's Cos. 67.25 34.25 41 1/4
Sears Canada 42.50 30.75 24.60
Taiga Forest 14.20 6.80 8.50
West Fraser 39.50 25.90 26.60
"Rest and be thankful." - An inscription on an ancient stone seat in the Highlands of Scotland
PEOPLE ON THE MOVE Doug Carter has left the D.H. Howden division of Sodisco-Howden Group to start his own consulting business outside of the hardware industry. Most recently director of sales, Carter spent 18 years at Howden, starting on the retail side in the company's corporate stores. Through the years he held positions in sales, advertising and national accounts … Glen Duczek has moved from new business development at Howden to become Pro banner manager. (519-686-2200) Bernard Nadeau has been appointed general director of sales and marketing at Montréal-based Colonial Elegance Inc. He spent the last 10 years as the company's marketing director. (514-640-1212)  
MARKET INDICATORS The new housing price index rose 0.3% from July to August, according to Stats Canada. Year-over-year (August 1999 to August 2000), the index of contractors' selling prices for new homes increased 2.4%. On an annual basis, Ottawa-Hull led the pack (+7.2%), followed by Kitchener-Waterloo (+4.2%) and Montréal ($.0%). The biggest drop was in Victoria (-4.4%).  
Are you reading your own copy of Hardlines? Find out about our special company rates!  
Hardlines Marketplace Got new products? Looking for new staff or lines? Hardlines Marketplace is read each week by North America's key decision makers in home improvement retailing and manufacturing. If you want to build your sales team or find new agents or new lines, this is the place! Only $16 per line. Call Beverly at 416-489-3396, ext. 2, for more details. * * * * * * * HARDLINES™ the electronic newsletter. www.hardlinesfax.com phone: 416-489-3396; fax: 416-489-6154. E-mail: buzz@hardlinesfax.com Michael McLarney, Editor & Publisher (extension 1): mike@hardlinesfax.com Beverly Allen, Marketing Manager (extension 2): bev@hardlinesfax.com Nancy Wright, Administrative Assistant: nancy@hardlinesfax.com Hardlines is published weekly (except monthly in December and August) by McLARNEYCOM 542 Mount Pleasant Rd., Suite 302, Toronto, Ontario, Canada M4S 2M7 © 2000 by Michael McLarney. Reproduction in whole or in part is very uncool and strictly forbidden and really and truly against the law. Call for information on a site license for your company. 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.)