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 14, 2023 | Economics, Grocery, No Retreat, No Surrender, Retail
I wake up at 4 AM to go work out. Before I go to the gym, I check for messages. I communicate with people from around the world on LinkedIn including the press, students, professors, consultants, and executives. I’m grateful for the opportunity to interact with so...
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 | Apr 4, 2023 | Grocery, No Retreat, No Surrender, Retail
Boxed, which sells bulk pantry items to businesses and households, on Sunday said it has filed for bankruptcy and will wind down its retail e-commerce operations in the next few weeks. The company combined with a blank-check firm to go public in December 2021, near...
