Walmart is struggling in China. Four reasons why.
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Amazon and Flipkart competing hard to figure when Diwali begins.
Leave a CommentA few days back James Surowiecki had a question about where the COVID vaccine inventory is located and how many doses we have in each location. It is a pretty good question as it is one of the things that “seems obvious” that we should know, but is just vexing problem in inventory control.
Leave a CommentSupply chain duels, like wars of conflict, are now increasingly global. Walmart and Amazon are entrenched in a long fight to win over e-commerce market in India.
It has been about 16 months from when Walmart acquired Flipkart to make inroads into India. Now, Walmart in India is making a pivot to B2B.
Leave a CommentAmazon has tripled its profit margin in 2018. Is this the year investors were waiting for? The year in which Amazon “turns on” the profit faucets? I argue (using the recent news on 1-day delivery) that we will see more reinvestment and continued scaling with thin margins.
Leave a CommentHere is the previous post on Amazon Key, which begins services on Nov 8 in about 37 cities. Many are skeptical about the usefulness or the need for the service. For instance, here is “I’m not ready for Amazon Key” on CNBC, and a dramatic narration (“I’d rather have porch pirates steal my sponges than let Amazon in my house“) of the trust-in-service path point that I made in my previous post on Amazon Key. Here is a Statista chart capturing the results of a poll: “How comfortable do you feel about guest access via smart locks?” (source: in the chart). Here is another chart through Morning Consult that gives some additional information on reception to the idea based on…
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