Archive - Goodsletter

The Colorfully Opaque World of Plastics (Part 2)

An tariff and geopolitical interlude to Part 3

May 5 •

February 2025

January 2025

December 2024

The Behemoth of Bentonville

How Walmart grew from simple merchant to marketplace-as-a-service and redefined global retail

Dec 16, 2024 •

November 2024

Does "Deep Food" Exist?

We're about to find out what "go wild on health" means...

Nov 11, 2024 •

October 2024

Danger, Will Robinson-Patman Be Enforced?

Let's talk about boring anti-trust laws, food retail consolidation, the Kroger-Albertsons merger, and Election Day

Oct 23, 2024 •

September 2024

Few understand the US Retail Sales data

I didn't understand it either early in my career. Here's how it works....

Sep 13, 2024 •

August 2024

July 2024

The Great De-Conglomeration

The unstoppable megatrend forcing Big Food/CPG to get smaller and smarter

Jul 24, 2024 •

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