Friday, June 30, 2017

A. Spokesman

Walgreen's

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“We believe this new transaction addresses competitive concerns previously raised with respect to the prior transaction and will streamline and simplify the transition for customers, team members and other stakeholders.”  (We had hoped to get the merger done under the new adminstration, but we were wrong.)

Wednesday, June 28, 2017

A. Spokesman

Blue Apron

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"Some of our current competitors have, and potential competitors may have, longer operating histories, larger fulfillment infrastructures, greater technical capabilities, significantly greater financial, marketing and other resources and larger customer bases than we do."   (Our world changed when Amazon announced its Whole Foods deal, and we now trail the game instead of leading it.)

Monday, June 26, 2017

A. Spokesman

Third Point

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“It is rare to find a business of Nestlé’s quality with so many avenues for improvement."  (It is rare to find such excesses in the U.S. now, so we're testing a protected European giant.  We're counting on Schneider to use us as an excuse for making the changes he already wanted to make.)