I really liked the research – I always thought that delivery services were expanding organically instead of through acquisitions. I agree with you that UPS must expand its domestic foot print, but I’m not sure that airplanes is the preferable way of doing so. I think the cost of operating an airplane is the same regardless of the size of the plane. I think the future is autonomous vehicles and specifically autonomous trucks as well as drones to ease delivery, which I think will the cheaper choice which will also enhance their last mile delivery capabilities to make it easier to fulfill some of the other points you made as same day delivery.
I really enjoyed reading about LEGO! I agree with James Shaw – moving plants or creating new ones is a costly business, and as you stated, LEGO is already operating on low margins. However, I do agree with you that they should open plants in China to serve their Asian market needs – with stringent quality control in place, they should be able to produce same quality product to be distributed to the Asian markets, and reduce shipping costs overall. I also agree with your suggestion that LEGO should find other places to diversify their supply chain, because they are combating increasing costs, and would need to do so in order to reduce costs further up in the supply chain.
Really interesting analysis! I really enjoyed reading it. While I do agree with your point that in order to make wine in the future they need to diversify their land portfolio, I think that won’t help resolve the problem. If we keep running away from the problem, by moving our produce and vineyards to cooler places, then there will be a point in time in which there will be no such place on earth any more. I think that by showing statistics on the vintages, maybe others will pay more attention to it, because people care about their wine and alcohol more than they care about other things, and this might be a way to motivate others to care more about the climate change rather than other channels that people care about, but not as much as their alcohol consumption.
I really liked the analysis – I think that energy is the next frontier for most of these companies. However, since HPE is an integrator rather than a producer (i.e. sourcing its processors from intel, storage from WD or others), one must assume they won’t be able to control much of their suppliers / vendors, as they supply the entire industry. To make such an impact, HPE with their peer companies such as Dell and IBM to push on suppliers to reduce electrical consumption from the supplied equipment. Moreover, I think that HPE can play a big role by coupling their products with renewable energy sources. HPE can provide data centers that are powered by renewable energies, by partnering with renewable energy firms, strengthening their mission to reduce GHG even further.
This is a really interesting topic. I wasn’t aware of the innovation in this field. I think that the digitization you pointed out in the analysis is circling around the problem, without solving it. To you question what’s next, I think the answer is data. I believe that the issue as pointed out is ordering this equipment last, and expecting it to arrive first. Given decades of data in the field, I would expect someone to predict when the equipment will be necessary based on the type and magnitude of the project, so it can be pre-ordered, or at least be in reach of the customer when needed – much like Amazon is doing now – predicting what you’ll want to order and putting it in a distribution center closest to you.
I really like the topic and the analysis you conducted, especially your point to evaluate these programs side by side using financial metrics. I think it would be interesting to see how telemedicine changes a doctor’s time allocation and productivity in correlation to the outcomes. Are patients better off because a doctor talked to them, or because there were specific things the doctor prescribed as a result of the “visit”? In other words, does telemedicine provide the placebo effect to patients? If so, can doctors reduce their overall time spent with patients, therefore, seeing more patients, and improving the supply chain and still maintain the same QoL for patients?