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 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...
It’s a Supply Web, Not a Supply Chain
GETTY 2022 was the year of supply chain disruption. 2022 was also the year that many people first became aware of the topic of supply chain management. Books and magazine articles were written about supply chain management, and news programs presented...