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This Is Why Only 2% Of Groceries Are Delivered

This Is Why Only 2% Of Groceries Are Delivered

by Brittain Ladd | Sep 14, 2023 | Business, Delivery, E-Commerce, Grocery, Microfulfillment, Retail

Whenever I’m asked to name the worst business models I’ve seen, I always say the following: By far, one of the worst business models ever created is online grocery ordering and delivery. On average, grocery retailers lose between $7 to $15 on every online...
How Rotisserie Chicken May Convince Walmart To Split Up

How Rotisserie Chicken May Convince Walmart To Split Up

by Brittain Ladd | Aug 29, 2023 | Consumer Packaged Goods, Delivery, E-Commerce, Food & Drink, Grocery, Retail

In the world of retail, three companies stand out above all others: Amazon, Costco, and Walmart. Of the three, Walmart is the largest retailer by revenue – $611B in 2022, and store count – over 4,700 stores operate in the U.S. Walmart’s stores...
This Is Why Only 2% Of Groceries Are Delivered

DoorDash will Create ‘X,’ an Everything App, Not Twitter

by Brittain Ladd | Aug 10, 2023 | Delivery, E-Commerce, Grocery, No Retreat, No Surrender, Retail, Social Media

Special thanks to Nancy Luna of Insider for quoting me in this article. Those who frequently read my posts know that I am a fan of DoorDash. In my opinion, DoorDash has one of the best CEOs in business, Tony Xu, and arguably the most capable executive team in the food...
This is Why Logistics and Velocity Matter

This is Why Logistics and Velocity Matter

by Brittain Ladd | Aug 1, 2023 | Delivery, Logistics, No Retreat, No Surrender, Retail, Social Media, Supply Chains

Amazon has announced that it has already delivered 1.8B packages to U.S. Prime members the same or next day, roughly four times what it delivered at those speeds by this point in 2019. For comparison, UPS delivered 24.3M packages per day in 2022 for a total of 6.2B...
What Could Have Been

What Could Have Been

by Brittain Ladd | Jul 20, 2023 | Delivery, Logistics, No Retreat, No Surrender, Retail

What do Lowe’s Companies, Inc., Walmart, and The Home Depot have in common other than the fact each is a retailer? All three companies have corporate policies and initiatives designed to make the environment better where their customers live, and to practice...
Is Getir Going Out of Business?

Is Getir Going Out of Business?

by Brittain Ladd | Jul 13, 2023 | Delivery, Grocery, No Retreat, No Surrender, Retail

The following is my opinion. I have stated clearly for over two years that Getir, which has a valuation of $12B, is woefully overvalued. I don’t believe Getir was ever legitimately worth $12B. I have also been consistent in stating that Getir will only be worth...
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