Walmart Flailing in China
Walmart is struggling in China. Four reasons why.
Tag Walmart
Great Diwali Season: Amazon vs. Flipkart
Amazon and Flipkart competing hard to figure when Diwali begins.
Covid Vaccine Tracking: Inaccurate Inventory
A 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.
Walmart vs Amazon in India: Part 1
Supply 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.
Amazon’s Bumper Year 2018
Amazon 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.
Last Mile Deliveries #3: Ready for Amazon Key?
Here 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”…