No Retreat, No Surrender
Analyzing and commenting on the hot topics in business, politics, and economics globally
I do not play favorites nor do I criticize to be malicious or disrespectful. My goal is simple: Provide opinions that help cut through noise, educate, uncover lies and half-truths, and provide clarity.
Target and Lidl Should Enter Into A Strategic Partnership. Here’s Why
Lidl only operates 183 stores in the USA. Their biggest competitor, ALDI, will operate 2,800 stores in the USA by 2028. It will take LIdl decades and billions of dollars to catch up with ALDI. There is a better way — partner with Target.
Lidl USA: What Went Wrong And What It Can Do To Recover
Lidl entered the U.S. grocery market after a history of success and dominance as a leading discount retailer globally. Things haven’t gone according to plan. What started out full of promise has turned into a nightmare for Lidl. What went wrong?
Amazon Is Opening a Supercenter. Should they?
Amazon is expanding their focus on retail to included Supercenters. Is this the right strategy for Amazon?
Severe Clear: The Importance of Weather Data for Operational Excellence
Every morning, millions of people sit down to eat a bowl of cereal. The process is simple: pour cereal into a bowl, add milk, eat. What isn't simple, however, is the process for bringing a box of Cheerio’s from the factory to the shelf in the most efficient, effective...
TakeOff Technologies Is Fighting For Their Survival
What you are about to read is my opinion. Beginning in late 2022 and throughout 2023, current and former employees of the grocery micro-fulfillment company, TakeOff, began to reach out to me to provide updates about what's going on inside the company. I'm a former...
The PepsiCo Deception
Instacart has agreed to sell PepsiCo $175M in convertible stock. There is a lot more going on between Instacart and PepsiCo than stock. Both companies are working together to disrupt the grocery industry.
Breaking LTL
The majority of retail and logistics analysts and reporters continue to focus on last mile delivery in their reports and articles. For example, Amazon has relaunched Amazon Shipping, a program that competes with UPS and FedEx. I understand the interest in the program....
The Clock is Ticking for TikTok
To understand what TikTok is up to, one must first understand that TikTok is controlled by their parent company, ByteDance, based in China and worth $200B. Although TikTok is wildly popular in the USA, the majority of revenue and profits at ByteDance are driven by...
Amazon’s New Package Strategy will Lead to Big Changes
One of the biggest challenges faced by retailers who ship packages direct to customers is the need to place the item being shipped into a separate box that often contains packaging material to act as padding. This is especially true for Amazon that has already shipped...
DoorDash will Create ‘X,’ an Everything App, Not Twitter
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...