Month April 2019

Tesla’s U-turn again

Tesla is making it harder to order the 35K Model 3 vehicles. I have argued that such a low price should not have pursued by closing showrooms, in the first place. Shutting showrooms for 35K cars makes it appear as if Tesla needs those less loyal, price-sensitive customers at the cost of diluting the high-service expectation that its top-line customers have.

Amazon did not end Toys ‘R’ Us

It was not Amazon that killed Toys 'R' Us. This is evident from their debt data, and also by a comparison with Target, which was also collaborating with Amazon then. Private investors chortled Toys ‘R’ Us — without focus on e-commerce efficiency or on customers — sending it south, even as Amazon was hurtling north.