Frameworks & Methodologies
Frameworks & Methodologies
Walmart made distribution cheap. Amazon made it expensive on purpose.
Walmart beat Kmart by spending 1.7% of cost of sales on distribution. Amazon now spends $211.8bn a year and wins anyway. The metric flipped.
Read More →
Frameworks & Methodologies
The $2.3 billion your supplier owes that you cannot see
First Brands collapsed in September 2025 with $2.3bn in hidden factoring debt. Central bankers reached for 2008 comparisons. Why supply-chain finance can mask a…
Read More →