retail therapy

Amazon’s restocking issue.

Amazon places limits on how much inventory a 3rd party seller can store in its warehouses. Around holiday time, they tend to cut these limits, which creates a lot of extra stress (and stockouts) for those independent sellers. Why do […]

retail therapy

Retail can be a very hard business.

Packable, last year the #1 seller on Amazon Marketplace in the U.S., is liquidating. A year ago, they were planning a SPAC deal at a $1.5 billion valuation. I hope to someday read the inside story of how this business […]

to your health

How will Amazon approach U.S. primary care?

Musings by two MBA professors who specialize in the healthcare industry: Robert S. Huckman and Bradley Staats. “Amazon has a playbook for reinventing businesses that it enters. It includes simplifying processes, experimenting to determine which new approaches work best, and […]

to your health

Amazon and One Medical.

A deep dive into the recently announced acquisition of “the O.G. tech enabled primary care platform.” One tidbit I was missing is that half of One Medical’s revenue in Q1 2022 came from Medicare. | learn more

retail therapy

The problem with Amazon sellers like MOFFBUZW.

“Black-hat international sellers … hide behind shell businesses and fake names. if they get popped for writing fake reviews or selling a product that kills someone, they just show up next week under a new account.” | learn more

retail therapy

Could Amazon run out of people to hire?

“Amazon is facing a looming crisis: It could run out of people to hire in its US warehouses by 2024, according to leaked Amazon internal research from mid-2021 that Recode reviewed.” | learn more

retail therapy

Five myths about retail media networks (RMNs).

This is a McKinsey post about the advertising businesses built on top of major retailers. Considering Amazon’s ad side hustle is a $30B+ business already, I’m surprised I hadn’t heard the term RMN before. | learn more