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.
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...
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,...
Dollar General Can Rule the World
Dollar General, led by CEO Jeff Owen, is arguably the best-positioned retailer for growth out of any other retailer in the world. The company currently operates more than 19,000 stores in 47 states and generated $37.8B in revenue in 2022. The company is rapidly...
Is the CNBC Disruptor 50 List Flawed?
One of the more difficult things to do as a media company is market a list of something and then defend how the list was chosen. In the case of CNBC, they have created a list of the Top 50 most disruptive companies. CNBC provides a summary of how the companies were...
In Search of the AI Personal Digital Agent
Bill Gates loves to talk. He loves to talk about nuclear energy. He loves to talk about climate change. Most of all, Bill loves to talk about Artificial Intelligence. When Bill Gates talks, I listen. I know many people like to criticize Bill but I'm not one of them....
This is how Gen Z will Disrupt Fast Fashion
Industries rise and fall for many reasons. The automotive industry in the United States in the 1960s and 1970s became severely disrupted by the arrival of well-made vehicles, primarily from Japan, that had better quality, a better ride, better motors, and more...
Amazon’s Blackwater
According to reports from FreightWaves and other publications, cross-border logistics provider Flexport is developing a truck brokerage business to take care of the domestic transportation leg for imports. The move follows the recent acquisition of Deliverr, an...