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 Final Word on What Killed Zume
LinkedIn members are contacting me about Zume. For those of you who don't know who Zume was, the company was founded in 2015, with the goal of using robots to make pizzas and cook them inside specially designed vans with ovens. I was an advisor to the founder of the...
Apple Vision Pro vs. 345 Global: Which is better for retail?
Apple has unveiled the Apple Vision Pro, a spatial computer that blends digital content with the physical world, while allowing users to stay present and connected to others. Vision Pro creates an infinite canvas for apps that scales beyond the boundaries of a...
Fight Club
The proposed merger between Kroger and Albertsons is turning into a battleground. Unions are asking the Federal Trade Commission to stop the merger as are special interest groups concerned about the impact on the price of groceries. Regardless of the lawsuits, I don't...
It’s Only Business With Brittain Ladd: The Autonomous Supply Chain is Real
Read original article on Solvoyo The topics I am asked to provide consulting and advisement on the most are supply chain management, followed by robotics, technology, logistics, transportation, retail, innovation, and strategy. What I find interesting is that over the...
Is Amazon their own worst enemy?
I received a copy of a letter written by AB Bernstein analyst Mark Shmulik titled ‘Amazon. Bring Back Day One. A sell-sider goes activist.’ In the letter, Shmulik lists where he disagrees with Andy Jassy, and he outlines changes that he’d like Amazon to make....
Foreign Brands are Invading America and that’s Good News for Consumers
According to this article from The Wall Street Journal, foreign brands are turning to America for expansion. Among the brands investing in opening stores are MANGO, UNIQLO, ZARA SA, the LEGO Group, Primark, and many others. IKEA is so happy with their growth prospects...