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.
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....
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...