Kodak's only serious competition in the color film market is Kodak. But motion picture films have very different mechanisms controlling their pricing compared to C-41, which at this point is just catering to a niche market.
Not really. Kodak probably makes more money per roll of ECN-2 film that is shot in a still camera than from a "regular" C-41 roll it sells to Alaris.
Somehow I don't see this - perhaps because Eastman Kodak isn't finishing/confectioning any of the ECN-2 films being re-purposed for still use.
Eastman Kodak selling the motion picture film in 2000 foot rolls to places like Analogue Wonderland, who pay some guy named Mr. Whatever minimum wage to spool that into cassettes and put a sticker on them. That's what makes all those "brands" possible - the fact that anybody can but a 2000 foot roll and do whatever they want with it.
So, undoubtedly, Eastman Kodak is making more money selling that film to those clowns than they make from selling finished individual rolls of Portra to Alaris. I thought you'd be the first to say that.
I wonder what caused this market to open up for them.
COVID 19 and how it affected Kodak Alaris and its relationships with both its customers and its suppliers (Eastman Kodak and Sino Promise and others).
We are still an immense distance away from the way things were before the pandemic.
...Alaris has to buy film from Eastman and nowhere else...
Like all corporations, Alaris' exists solely to earn profit for its owners
I think we under-estimate as well how much KA was hurt by the pandemic in respect to their photo-chemistry and colour paper business. Who knows if the payment for that business was either made in full, or reduced tremendously by the pandemic's effects.
What's unclear is whether the agreement prohibits Alaris, which is a marketing and distribution entity, from obtaining film from another manufacturer and reselling it without the Kodak brand
As Eastman Kodak continues to extravigantly raise prices...
This is pure speculation, but not outside the realm of possibility.
If Eastman Kodak have been collecting huge margins from Alaris then they have been lying in their financial reports. Which, I think, is illegal. They've improved their position slightly with increased quantity/price mix, but nowhere near anything as drastic as the price increase that the customers have experience in recent years.
I think Alan's speculation is just that, pure speculation with zero evidence to support it.
On the other side we have millions of rolls of "hand rolled" Eastman Kodak coated film that must be a magnitude more expensive to finish that those rolls available to Alaris. And yet they can compete with Alaris in recent years. I wonder what caused this market to open up for them. EK lowering their prices for non-Alaris customers or Alaris raising prices?
Unless you have insider knowledge and are likely violating a nondisclosure agreement, you don't know that. I suspect, but don't know, that Alaris is prohibited from sourcing film anywhere except Eastman Kodak and then marketing it as Kodak film. What's unclear is whether the agreement prohibits Alaris, which is a marketing and distribution entity, from obtaining film from another manufacturer and reselling it without the Kodak brand. Like all corporations, Alaris' exists solely to earn profit for its owners. As Eastman Kodak continues to extravigantly raise prices, most likely decreasing the size of Alaris' black and white film market, we don't know if Alaris could repurpose some of its infrastructure by performing the same functions for, say, HARMAN. In the U.S. it might offer a better deal than Roberts, for example. This is pure speculation, but not outside the realm of possibility.
Oh yay, another Eastman/Alaris tennis match thread....
On the other side we have millions of rolls of "hand rolled" Eastman Kodak coated film that must be a magnitude more expensive to finish that those rolls available to Alaris. And yet they can compete with Alaris in recent years. I wonder what caused this market to open up for them. EK lowering their prices for non-Alaris customers or Alaris raising prices?
...Like all corporations, Alaris' exists solely to earn profit for its owners...
Hm, so that's what decades of work on CSR and business ethics has resulted in. There's a long way to go, yet. But I'd wager to say that Alaris, like any corporation, also exists to serve a couple of societal needs, such as income for employees, opportunities for people to develop themselves, consumer requirements being met etc. The whole "organization as a nexus of interests" view wasn't even new when I went to university and it's certainly well-established today. Add to this the questionable shareholder value for some corporations, including really big ones, and sometimes for extended periods, and it's easy to see that the view you expressed does not accurately capture the role of corporations in society.
...What's unclear is whether the agreement prohibits Alaris, which is a marketing and distribution entity, from obtaining film from another manufacturer and reselling it without the Kodak brand...
It is not unclear. It is unknown...
...As Eastman Kodak continues to extravagantly raise prices..
...Without knowing the reasons for the price increases, we cannot say the price increases are extravagant. The price increases could be unjustified, partially justified, or fully justified...
...This is pure speculation, but not outside the realm of possibility.
...Yes, it is pure speculation or, perhaps more accurately, pure imagination.
If Alaris was distributing other manufacturers' films beside Kodak's, I think we would know about it. After all, they would be distributing to retailers and wouldn't want to keep it secret. Is anyone aware this is happening?
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