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.
Kim Kardashian Built SKIMS Into a $3.2B Brand. Is her Next Challenge Running for the U.S. Senate?
Kim Kardashian has built a career based on her beauty. Arguably one of the most beautiful women ever to live, Kim is often overlooked for her business acumen. In many ways, I believe Kim is frequently underestimated and viewed as a media creation and nothing more....
The Outsider
The selection of David Bozeman by C.H. Robinson to be CEO has created a flurry of behind-the-scenes discussions among industry leaders and the press. Most of the comments about David are negative because of his perceived inexperience. I continue to remind everyone...
Starbucks can Reimagine the Company and Help Millions – Here’s How
I don’t drink coffee but I’m a fan of Starbucks. The company is in the process of implementing several new strategies under the watch of CEO Laxman Narasimhan. One such strategy is using third-party partners to help expand its last mile capabilities. The company...
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...
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...
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...