by Brittain Ladd | Jul 29, 2026 | Delivery, Retail
Last week, a Tesla Model Y delivered Chinese takeout to a customer in Austin. No driver. A remote supervisor. A text message instead of an app. That sounds like a novelty item. It isn’t. Tso Chinese Takeout & Delivery, Autolane, and Nash didn’t launch an...
by Brittain Ladd | Jul 13, 2026 | AI, Logistics, Retail, Strategy
Game theory tells you what position you must hold. Statistics tells you the odds your plan actually gets you there. Almost no company computes either. Ask a Fortune 500 strategy team what their plan is, and you will receive a narrative: a market thesis, a three-year...
by Mindee Forman | Jun 19, 2026 | Delivery, Newsletter, No Retreat, No Surrender
Introduction I wrote one of my first articles on LinkedIn on June 18, 2016. The article is about autonomous trucks. In the article, I asked this question: If you don’t need the driver, why do you need the truck? You can read the article here. I continue to...
by Mindee Forman | Jun 12, 2026 | Logistics, Retail
In July 2023, I published an article titled: “Is Automation Inside Rivian Vans the Next Opportunity for Amazon?” My argument was simple: The future of last-mile delivery would not be determined solely by autonomous driving. The bigger opportunity was...
by Brittain Ladd | Jan 6, 2025 | Delivery, E-Commerce, Grocery, Logistics, Microfulfillment, No Retreat, No Surrender, Retail, Strategy, Supply Chains
In 2013, executives at Lidl made the decision to enter the U.S. grocery market. Lidl is a German-owned discounter that operates over 12,000 stores located in 31 countries. Lidl competes on price hence the reason why it is referred to as a discounter. Lidl sells around...