by Brittain Ladd | Jun 12, 2023 | Food & Drink, No Retreat, No Surrender, Retail
I don’t drink coffee but I’m a fan of Starbucks. The company is in the process of implementing several new strategies under the watch of CEO Laxman Narasimhan. One such strategy is using third-party partners to help expand its last mile capabilities. The company...
by Brittain Ladd | Jun 11, 2023 | Food & Drink, No Retreat, No Surrender, Retail
LinkedIn members are contacting me about Zume. For those of you who don’t know who Zume was, the company was founded in 2015, with the goal of using robots to make pizzas and cook them inside specially designed vans with ovens. I was an advisor to the founder of...
by Brittain Ladd | Jun 11, 2023 | AI, Grocery, No Retreat, No Surrender, Retail
Apple has unveiled the Apple Vision Pro, a spatial computer that blends digital content with the physical world, while allowing users to stay present and connected to others. Vision Pro creates an infinite canvas for apps that scales beyond the boundaries of a...
by Brittain Ladd | Jun 9, 2023 | Microfulfillment, No Retreat, No Surrender, Retail
The proposed merger between Kroger and Albertsons is turning into a battleground. Unions are asking the Federal Trade Commission to stop the merger as are special interest groups concerned about the impact on the price of groceries. Regardless of the lawsuits, I...
by Brittain Ladd | Jun 7, 2023 | No Retreat, No Surrender, Retail
I received a copy of a letter written by AB Bernstein analyst Mark Shmulik titled ‘Amazon. Bring Back Day One. A sell-sider goes activist.’ In the letter, Shmulik lists where he disagrees with Andy Jassy, and he outlines changes that he’d like Amazon to make....
by Brittain Ladd | Jun 6, 2023 | Grocery, Logistics, Microfulfillment, No Retreat, No Surrender, Retail
According to this article from The Wall Street Journal, foreign brands are turning to America for expansion. Among the brands investing in opening stores are MANGO, UNIQLO, ZARA SA, the LEGO Group, Primark, and many others. IKEA is so happy with their growth prospects...
