retail news in context, analysis with attitude

One MNB reader made the following observation:

It’s interesting how you (and others) refer to Walmart’s ecommerce pivots as “stumbles”, and Amazon’s as “learning”. Maybe it’s because Walmart and Amazon are different types of business?
 
I do think it bodes well for Walmart long term that it has taken some of Amazon’s attitude to heart: make some big bets, learn quickly and if you do fail, fail fast. While Jet delivery (and Bonobos, etc.) may be stumbles in the sense that they aren’t an integrated part of Walmart’s future, you can’t deny that the learnings they have gained have likely helped their overall ecommerce approach.


I think that's a very fair point.



Regarding the upstart coffee company truing to compete in New York City with the likes of Starbucks and Dunkin', MNB reader Michael D. Benghiat wrote:

Being a Yankees fan, I love your analogy...it really is a "David & Goliath" scenario.

Never mind Starbucks and Dunkin', not to mention Tim Hortons and oh, the Golden Arches known for its coffee, but there's Caribou, Peet's, Coffee Bean & Tea Leaf, Dunn Bros., Seattle's Best, Coffee Beanery, Buggby, Gloria Jeans, Tully's and more.

Like most categories, it is not becoming a crowded space it already is.

I don't see what the differentiator is...really, a pop-up/kiosk-like coffee shop. That's a coffee-truck to me and I'd rather see a cool mobile unit serving excellent coffee at a reasonable price come to my place of business so I don't have to wait in a long drive-thru. That's cheaper, faster and convenient.


And MNB reader Glenn Cantor wrote:

You can buy a decent, very inexpensive cup of coffee at nearly every street corner in Manhattan.  Usually no waiting…
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