Great write-up Carolina. Both H&M and Zara have successfully disrupted the men’s fashion industry with me being one of many beneficiaries! Similar to the above comments about IT, I think the next area of growth for the company is e-commerce. Website like ASOS continue to gain share from traditional brick and mortar, and I think H&M has the supplier relationships and operating flexibility to be a major player in the e-commerce space. In your research, did you come across online retail as a strategic priority for the company?
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Great write-up Sam. I generally dislike domestic air carriers but Delta definitely stands out in terms of quality and service. Their fleet appears newer, flight attendants are friendlier, and their food/beverage service is superior among the U.S. carriers. Although I agree that focusing on business travelers is ideal, I wonder if recent competition in the industry is pushing Delta to adjust its strategy. Southwest Airlines is now a player for business travelers and the recent merger of American/U.S. Airlines has further increased the competition. With each airline focused on the profitable business segment, how does Delta continue to differentiate itself? In addition, does the traditional hub-and-spoke model result in greater operational efficiency (personally I think it leads to more inefficiencies)?
Great post Jay. I have been a Chipotle customer for many years and can attest to their great business/operating model. I did not realize that stores are not franchised though. While I agree that a corporate owned model lends itself to better quality and consistency across the store footprint, I worry that the lack of ownership by operators may demotivate them. I know Chick-fil-a has a similar model, but instead they split profits 50/50 with operators to offer them an attractive compensation package – allowing Chick-fil-a to attract A-level talent. I wonder if Chipotle offers similar economics to its operators. If not, how do you think they will retain and grow talent as the company continues to scale?