by Brittain Ladd | Aug 9, 2023 | No Retreat, No Surrender, Retail
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...
by Brittain Ladd | Aug 5, 2023 | Grocery, Microfulfillment, No Retreat, No Surrender, Retail
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,...
by Brittain Ladd | Aug 2, 2023 | Grocery, No Retreat, No Surrender, Retail, Social Media
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...
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 | Jun 3, 2023 | Articles, Grocery, Logistics, Manufacturing, Microfulfillment, Retail
I greatly appreciate being the first return guest for the wonderful Fulfillment IQ podcast. Special thanks to Harshida Acharya, Dan Coll 🛒📦🚀 and Ninaad Acharya for asking me to return. A few comments: ✅ Amazon needs physical stores. An acquisition of Target within a...