Investment

158 posts

Operational Excellence (OPEX) Daily Briefing – Friday, November 14, 2025: The Hidden Key to Operational Agility. Paid

Operational Excellence (OPEX) Daily Briefing – Friday, November 14, 2025: The Hidden Key to Operational Agility.

Supply Chain Digital's weekly summary shows enterprises shifting from process optimization and cost cutting toward operational agility.

Investment 3
Operational Excellence (OPEX) Daily Briefing – Thursday, November 13, 2025: Amazon Business and the Future of Procurement. Paid

Operational Excellence (OPEX) Daily Briefing – Thursday, November 13, 2025: Amazon Business and the Future of Procurement.

At Reshape 2025 in Seattle, Amazon Business introduced a suite of AI technologies built for enterprise procurement.

Investment
Operational Excellence (OPEX) Daily Briefing – Wednesday, November 12, 2025: General Motors and the Supply Chain Restructuring Paid

Operational Excellence (OPEX) Daily Briefing – Wednesday, November 12, 2025: General Motors and the Supply Chain Restructuring

GM told thousands of suppliers to phase out components, materials and processes originating from China. What it means for supply chain restructuring.

Investment 2
Operational Excellence (OPEX) Daily Briefing – Tuesday, November 11, 2025: Agentic AI and the OPEX 4.0 Revolution in Logistics Operations Paid

Operational Excellence (OPEX) Daily Briefing – Tuesday, November 11, 2025: Agentic AI and the OPEX 4.0 Revolution in Logistics Operations

DHL Supply Chain partnered with HappyRobot to deploy agentic AI assistants that automate communication across logistics operations.

Investment 3
Operational Excellence (OPEX) Daily Briefing – Monday, November 10, 2025: From Automation to Intelligence: Broadridge and the Efficiency Revolution in Finance Paid

Operational Excellence (OPEX) Daily Briefing – Monday, November 10, 2025: From Automation to Intelligence: Broadridge and the Efficiency Revolution in Finance

Broadridge's Distributed Ledger Repo platform processed an average of $385 billion in daily trade volume. A case of moving from automation to intelligence.

Investment 4
Operational Excellence (OPEX) Daily Briefing – Friday, November 07, 2025: Wendy’s Operational Revolution: When Efficiency Becomes the New Growth Strategy. Paid

Operational Excellence (OPEX) Daily Briefing – Friday, November 07, 2025: Wendy’s Operational Revolution: When Efficiency Becomes the New Growth Strategy.

Wendy's Q3 2025 systemwide sales fell about 2.6% while international grew nearly 8.6%. Why efficiency is becoming its growth strategy.

Investment 4
Operational Excellence (OPEX) Daily Briefing – Thursday, November 06, 2025: From Peak to Disruption: How OPEX Helps Businesses See the Limits of Technology. Paid

Operational Excellence (OPEX) Daily Briefing – Thursday, November 06, 2025: From Peak to Disruption: How OPEX Helps Businesses See the Limits of Technology.

GM will close its Chandler, Arizona IT center and cut about 940 jobs. What it shows about the limits of technology through an OPEX lens.

Investment 2 1
Operational Excellence (OPEX) Daily Briefing – Wednesday, November 05, 2025: Redefining Operations in Banking: How Bank of America Turns Processes into Strategy. Paid

Operational Excellence (OPEX) Daily Briefing – Wednesday, November 05, 2025: Redefining Operations in Banking: How Bank of America Turns Processes into Strategy.

At its 2025 Investor Day, the first such forum in over a decade, Bank of America showed how it treats operational processes as strategy.

Investment 3
Operational Excellence (OPEX) Daily Briefing – Tuesday, November 04, 2025: Holding a 31.4% Profit Margin Amid an Economic Storm – How Stanley Black & Decker Did It. Paid

Operational Excellence (OPEX) Daily Briefing – Tuesday, November 04, 2025: Holding a 31.4% Profit Margin Amid an Economic Storm – How Stanley Black & Decker Did It.

Stanley Black & Decker reported Q3 2025 revenue of about $3.8 billion and a 31.4% gross margin. How it held the margin.

Investment 3
Operational Excellence (OPEX) Daily Briefing – Monday, November 03, 2025: Cross-Industry Merger: An OPEX Lesson from Kimberly-Clark & Kenvue. Paid

Operational Excellence (OPEX) Daily Briefing – Monday, November 03, 2025: Cross-Industry Merger: An OPEX Lesson from Kimberly-Clark & Kenvue.

Kimberly-Clark plans to acquire Kenvue, maker of Tylenol, Listerine and Band-Aid. The OPEX lessons from a cross-industry merger.

Investment 2
Operational Excellence (OPEX) Daily Briefing – Friday, October 31, 2025: Big Restructuring, Big Cost: An OPEX Lesson from ANZ. Paid

Operational Excellence (OPEX) Daily Briefing – Friday, October 31, 2025: Big Restructuring, Big Cost: An OPEX Lesson from ANZ.

ANZ will record about AUD 1.11 billion in charges for the second half of fiscal 2025. The OPEX lesson from a large restructuring.

Investment 1 1
Operational Excellence (OPEX) Daily Briefing – Thursday, October 30, 2025: Growth Does Not Mean Efficiency: Hyundai Motor Company and the OPEX Lesson. Paid

Operational Excellence (OPEX) Daily Briefing – Thursday, October 30, 2025: Growth Does Not Mean Efficiency: Hyundai Motor Company and the OPEX Lesson.

Hyundai Motor posted record Q3 2025 revenue but a sharp drop in operating profit. Why growth does not mean efficiency.

Investment 4