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...
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...
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...
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...
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...
by Brittain Ladd | Jul 10, 2023 | Delivery, Logistics, No Retreat, No Surrender, Retail, Robotics
I’m a fan of Rivian and I especially like their EV vans used by Amazon to make deliveries. I continue to believe that Rivian should create a new company for their van production to make it completely separate from the passenger vehicle business – Rivian...
