Gad’s Newsletter
Gad AllonScaling Operations, Gig Economy, Network, Supply Chains
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 295 | Founded | 6 years ago | Last Issue | 9 days ago |
| Active | |||||
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gadallon.substack.comLatest Issues
Nike vs. Starbucks Turnaround: Two Ways to Break a Great Company
Nike closed its fiscal year with $46.4 billion in revenue, flat against the prior year and down 2 percent.
Seven weeks earlier, Starbucks had reported net revenue up 9 percent to $9.5 billion and global comparable sales up 6.2 percent, its...
Who Killed the IMAX Projector?
On July 17, Christopher Nolan’s The Odyssey opened to $264 million worldwide, the biggest debut of his career.
Of that total, $6.3 million came from 41 rooms: the only theaters left on Earth that can project IMAX 15/70 film, the format Nol...
Delta Basic Business: The Fence That Vanishes at the Border
On July 14, 2026, Delta split its premium cabins into three fares: Basic, Classic, and Extra.
In Delta One, the long-haul business cabin, the cheapest of the three gets its own name, Basic Business.
If you ask what it even means, Basic Bu...
The Cashier Was the Control System
This summer, several American cities and states decided that the real problem with self-checkout is that there isn’t enough government in it.
Long Beach and Costa Mesa have passed ordinances. Ohio and New York City have bills moving. Seven...
The USMCA Countdown Is a Trap
On June 30, 2026, at the first joint review of the United States-Mexico-Canada Agreement, Washington declined to extend the pact, setting the clock ticking.
This is not yet a termination. The sunset clause built into the agreement now runs...
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Authors
The writers behind this newsletter.
Professor of Ops at Wharton. Director of M&T program. Gig Economy Observer. Scaling Operations Explorer. Supply Chain and Networks Enthusiast.
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