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...
by Brittain Ladd | May 9, 2023 | Delivery, No Retreat, No Surrender, Retail
Amazon continues to look for ways to reduce their shipping costs while also providing opportunities for customers to order more products. Amazon is a perfect example of a company going through growing pains while facing increased competition. For example: ➡ Amazon is...
by Brittain Ladd | Apr 13, 2023 | Delivery, No Retreat, No Surrender, Retail
Amazon CEO Andy Jassy released his annual letter to shareholders. You can read the letter in its entirety here. Below are my comments. Overall, Jassy is focusing on all the right things for Amazon. Jassy had to reduce headcount at the corporate level, and allow for...
by Brittain Ladd | Apr 1, 2023 | Delivery, Food & Drink, Grocery, Logistics, No Retreat, No Surrender, Retail, Strategy
Arguably the worst business model ever created is grocery delivery in 10 minutes. Known as rapid grocery delivery or RGD, companies such as Gorillas, 1520, Fridge No More, and many others, burst onto the scene in 2020 only to be out of business or on their deathbed by...
by Brittain Ladd | Mar 14, 2023 | Delivery, No Retreat, No Surrender, Retail
In 2013, Amazon founder Jeff Bezos appeared on CBS news to unveil the future of package delivery – drones. I remember watching the program and thinking, “Jeff Bezos is the new PT Barnum, a showman who allegedly said that suckers are born every minute.” CBS...
