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.
The Brutal Truth About Instacart’s IPO And The Future Of The Company
Anticipation is growing over Instacart's IPO. Almost daily, articles appear about Instacart and how there's hope that the IPO will inspire other companies to go public. The Information writes some of the best articles about Instacart. For example, this is a link to...
Walgreens Must Make These ‘Big Moves’ To Achieve Their Goals
Roz Brewer has stepped down as CEO of Walgreens – what’s next?
Is Costco Best Buy’s Ticket For Growth?
Few retailers benefitted more from COVID than Best Buy. When confronted with the fact that restaurants, gyms, movie theaters and other non-essential businesses would be closed, consumers shopped at Best Buy to make purchases of smart TVs, gaming products and other...
How Rotisserie Chicken May Convince Walmart To Split Up
Walmart is going to start delivering hot rotisserie chicken. Is Walmart going to become the next great restaurant?
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....