Articles

The Final Word on What Killed Zume

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...

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Fight Club

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...

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Is Amazon their own worst enemy?

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....

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