Sep 18, 2026
•
11 min read
Two thirds of the revenue comes from a lane most people think of as a convenience.
13 min read
In 1960 IKEA noticed customers leaving at lunchtime. Sixty six years later the whole store is still built around that one observation.
Walmart does not make the food. It owns everything that happens to the food after that.
Costco tells investors that selling more gas makes its margins look worse. It builds more stations anyway.
Costco built a $450 million poultry complex in Nebraska to protect a five dollar price. That is not a mistake. That is the whole strategy.
14 min read
Most retailers change the price to protect the margin. Costco changed the company to protect the price.
Aldi did not negotiate better prices. It redesigned the machine that makes them.
17 min read
Nobody has to stop buying Tide. They just have to start asking why they are paying for the name.
You did not save 20 cents a unit. You bought six months of inventory.
