JN's Profile

Thanks for an informative read! I do not know much about trucking industry but the the broader application of GPS-enabled telematics technology is really interesting to me. Most of things transported in trucking industry are food services and I can see how this sensor can also be used to manage food supply management and informing better stock management for companies. It’d be fascinating to explore where this technology goes.

Thanks for an interesting read! I think it’s smart for Del Monte to be diversifying its business in light of environmental impacts of its core product, bananas. With that said, I don’t think they are addressing the underlying issue which is that global demand for bananas may persist in the future but that the supply may be in danger, especially as biggest producers and distributors of the product, such as Del Monte, are doubling down on it as a category. I wonder, has Del Monte considered effecting sustainable or agricultural practices on its farmers and sourcers? As the time horizon for the impact of climate change on banana production is rather long, there are actions Del Monte, as the global influencer of this product, can take to help mitigate those risks.

Thanks for an interesting read Aileen! As an avid consumer of coffee and Starbucks, I admire their efforts to tackle this megatrend. While it is admirable that Starbucks is proactively working to mitigate the effects of climate change, I’d like to consider the devil’s advocate that the risks of climate change may not be that threatening to Starbucks and may not warrant these changes in the nearterm. To weigh that consideration, I’d like to understand how does Starbucks’ global footprint of 1.4 metric tons of CO2 compare relative to those of other global brands and can there be alternative sources of suppliers for its coffee beans, should Brazil and Ethiopian suppliers experience meaningful declines?

Thanks for an interesting read! While I applaud H&M, I’m skeptical at how realistic the 100% sustainable sources target is, without understanding the cost implications of switching suppliers. Sustainability is a longterm strategic initiative, however, at which point should they consider the impact on the bottom line or on the competitive prices it has built its consumer base off of?

Thanks for an interesting read Matt! As an avid consumer of OTT services, I also would love this type of one-stop-shop for my favorite content. With that said though, I am concerned about how Hulu or the traditional media players can maintain their relationship with their existing distributors that currently contribute more than 80% of their revenues (through TV advertising or affiliate fees from being distributed on the cable service providers) while developing their own direct to consumer online platform. I would imagine that as a cable service provider, I would be upset about that content being made available direct to the consumer, which cannibalizes their business and disincentivizes the consumer from purchasing cable television. While I agree that developing the online platform is strategic in the long term, in the near term, revenues from TV remains a significant portion of the way these companies currently do business.

Thanks for a thought provoking read! I agree that the regulatory risk particularly around patient information is important to the firms employing IoT. With that said, I’m also concerned about the level of patient information available to the pharma companies. While having greater access to patient can enhance diagnosis, prevention and product development, I am also wary of other applications of this information to cross-sell products or potentially sell this patient information to other interested parties. Also I would be concerned about ensuring that the cost of investing in such interoperable technologies would not impact the consumers’ prices.