Hey Marlene, thanks for this article! I agree that it is key to CVS to focus on innovation, especially as the competitive environment heats up with the potential Walgreens-Rite Aid merger. Do you think this merger will have any impact on their business model? Or do you think a larger threat comes from reduced high-margin retail sales as customers move their prescription filling online?
Ryan – great article! Very interesting to read about FitBit’s expertise in software, coupled with consistent hardware. I was wondering – are you concerned that the value proposition as a stand alone service is strong enough? It appears to me that FitBit, jawbone, etc face intense competition from native wearables that integrate more tightly with customers existing lifestyles.
Scott – really interesting read, I didn’t know about the long term supplier relationships Ikea has built. I wonder how Ikea are viewing changing customer habits? Check out my article on Wayfair about the many options ecommerce provides modern consumers who want a huge variety at a range of price points, with more convenience. Are you worried that Ikea’s ‘cost-per-touch’ model is out of date, as customers become more and more used to perks such as free shipping and returns?