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 David Bozeman the next CEO?
Although C.H. Robinson hasn't officially named David Bozeman to be their CEO, I've received dozens of calls and messages on Signal Messenger from industry executives and members of the press asking me what I think of Bozeman possibly being named CEO. The best way for...
What’s next for Getir and quick commerce?
I really like this article from Clara Ludmir. Great job, Clara. LinkedIn members who read my posts know that I’ve stated since 2020 that most quick commerce companies are going to die a painful death. Nearly every prediction I made regarding the quick commerce...
My Opinion on Amazon, Instacart, and the future of India
I greatly appreciate being the first return guest for the wonderful Fulfillment IQ podcast. Special thanks to Harshida Acharya, Dan Coll 🛒📦🚀 and Ninaad Acharya for asking me to return. A few comments: ✅ Amazon needs physical stores. An acquisition of Target within a...
Thinking Small at Aldi
What follows is only my opinion. Strategy is the least understood aspect of business. Even well-known retailers can make decisions they think are strategic but they’re not. For example, “ALDI USA and Instacart, the leading grocery technology company in North America,...
The Next Ocado
H-E-B is the leader within the grocery industry when it comes to leveraging automated micro-fulfillment centers (MFC) to fulfill online grocery and curbside pickup orders. H-E-B refers to their automated facilities as eCommerce Fulfillment Centers or EFC. H-E-B has a...
To Reduce Retail Theft, Automate Stores
According to several reports, one grocery chain is fighting hard to keep stores open despite rampant shoplifting and an uptick in violence forcing many retailers to leave major cities across the country. Giant Food, which operates 165 supermarkets in D.C., Maryland,...