No Retreat, No Surrender Newsletter
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.
Will Amazon ever become a leader in groceries?
Let me begin by thanking Thomas Lee for quoting me in this article. This article and this article are also related. The question I am asked the most is this: Why does Amazon want to be in the grocery business? The answer is simple. The grocery industry in the U.S. is...
Amazon Should End its Drone Program
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...
Is mobile retail the next opportunity for Rivian and Amazon?
The Wall Street Journal is reporting that Amazon and Rivian are in talks to end their electric cargo van exclusivity agreement. If the report is true, Rivian will need to find additional commercial customers to purchase their vans. I don't anticipate that will be too...
What’s next for GrubHub?
Grubhub announced today that CEO Adam DeWitt, will step down from his position. Howard Migdal has been appointed executive vice president of North America and CEO of Grubhub. Under DeWitt's leadership for the past 11 years as CFO, President, and most recently CEO,...
Can Gap Inc. be saved?
When writing about Gap, it's important to clarify that I'm writing about Gap Inc. and not just the retail chain Gap. The distinction is important because Gap Inc., is made up of the following brands: Gap Old Navy Banana Republic Athleta During Gap Inc.'s earnings call...
The Sad Saga of Food Rocket and Couche-Tard
Imagine you’re the CEO of an $8B convenience global retail chain with approximately 9,300 c-stores in North America - 7,100 in the United States and 2,100 in Canada - for a worldwide total network of 14,200 stores. As the CEO, you want to maximize sales at each store,...