The discounter isn't cheap. It's disciplined.
1,800 SKUs versus 25,000: the maths of range discipline, and why the big grocers can't copy it.
Business analysis, twice weekly
The business story behind the press release
Briefings on strategy, operators and the numbers behind the press releases — written for people who run things, by people who have.
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Latest briefings
What the logistics firm's boring annual report was hiding
Flat revenue, dull prose — and a capex line that quietly tripled. Someone is building something.
The four-day week trial, audited
We interviewed the operators who kept it and the ones who quit it. The dividing line isn't culture — it's queues.
Forwarded around teams at
Retailers
Agencies
Funds
Manufacturers
The Signal Press desk
Two former operators, one former analyst
Between us: a decade running a 40-store retailer, a manufacturing turnaround, and too many years reading filings so you don't have to.
