by Brittain Ladd | Jun 9, 2023 | Microfulfillment, No Retreat, No Surrender, Retail
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...
by Brittain Ladd | Jun 7, 2023 | No Retreat, No Surrender, Retail
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....
by Brittain Ladd | May 31, 2023 | Innovation, Microfulfillment, No Retreat, No Surrender, Retail
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,...
by Brittain Ladd | May 8, 2023 | Grocery, No Retreat, No Surrender, Retail
Individuals like to reach out to me off the record to ask for my opinion on strategy, robotics, and operations. In return, they provide me with information. For example, for nearly 2.5 years, I’ve had discussions with individuals from Walmart and dunnhumby about...
by Brittain Ladd | Aug 16, 2022 | Newsletter, No Retreat, No Surrender
Say the name Adam Neumann or WeWork, and most people will have an opinion on both. For much of 2019, Neumann and WeWork were constantly in the news for both good and bad reasons. Neumann made headlines for his behavior which included walking around New York City...
