No Retreat, No Surrender
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.
TakeOff Technologies Is Fighting For Their Survival
What you are about to read is my opinion. Beginning in late 2022 and throughout 2023, current and former employees of the grocery micro-fulfillment company, TakeOff, began to reach out to me to provide updates about what's going on inside the company. I'm a former...
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...
Reality Check: Amazon Should Shut Down Their Drone Program
There comes a point in time when individuals and companies must face the facts and accept reality. Amazon, for example, has been touting since 2013 that they would become the leader in delivering packages that weighed five pounds or less via drones. Amazon isn’t close...
First Look at Amazon’s Automated Grocery Warehouse System from AutoStore
A recent Bloomberg article about Amazon written by Matt Day, contained this paragraph: "In the New York area the company is testing a new, fully automated facility in Bethpage, on Long Island. The warehouse, which will open later this year or early next year, relies...
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...