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.
First Look at How PepsiCo is Using Tesla’s Electric Semi Trucks in their Business
Tesla has only delivered a limited number of its electric semi trucks, and most of them are in operation in PepsiCo’s fleet – primarily in its Sacramento facility, which has been completely electrified and is solar-powered. Tesla's semi truck has a list price of...
A Simple Plan Gone Awry
My compliments to Caroline O'Donovan of The Washington Post for this article. Amazon’s simple plan for groceries has gone awry. After acquiring Whole Foods Market in 2017, Amazon lost all momentum by FOOLISHLY competing against themselves by scaling Amazon Fresh...
This is Why Logistics and Velocity Matter
Amazon has announced that it has already delivered 1.8B packages to U.S. Prime members the same or next day, roughly four times what it delivered at those speeds by this point in 2019. For comparison, UPS delivered 24.3M packages per day in 2022 for a total of 6.2B...
The Mobile Store will soon be a Reality
I first started writing about the concept of mobile stores in 2010. I coined the phrase, "Hail a store" because I thought consumers should be able to access groceries and other products as easily as hailing an Uber. When I wrote an article about Robomart, many people...
When Anger and Egos Collide
According to reports, the Norwegian robotics firm AutoStore™ will pay $257.1M to the British online fulfillment company Ocado Group as part of a deal between the companies to settle all outstanding patent litigation claims. AutoStore filed a lawsuit against Ocado in...
The Missing Ingredient
According to this article by Jinjoo Lee, supermarkets are losing market share and customers to big-box retailers like Costco Wholesale who has a highly efficient operating model and leans on membership fees and sales volume to generate revenue and profits. Walmart,...