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On December 10, 2015, Pedro commented on Category Offense at Nike :

Thanks for the reply. I have read that the main growth category that all Sports retail companies are looking at is Women’s training (one of Nike’s sports categories). Women, and probably men as well, are becoming increasingly interested in bringing style to their workouts and wearing these exercise clothes inside and outside the of gym/studio. Nike is starting to come out with more high-end pieces that can allow them to compete with the Lululemons of the world.

On December 6, 2015, Pedro commented on Bring it On, Amazon! :

Great post. I didn’t know anything about before reading. I definitely need to check it out. I love the SmartCart concept as a way to pass supply-chain savings on to the consumer. However, I assume this is a feature that Amazon could add quite easily and I wonder when we will see something similar soon. Also, I never return anything and would love to be compensated for it.

On December 6, 2015, Pedro commented on OYO Rooms: Disrupting the Indian hospitality industry :

Thanks for posting on a company that many of us have likely not heard of before. I really like the idea and it seems like a similar concept may be applied to other sectors in developing markets where quality is of major concern. I am only wondering how costly it is for them to inspect hotels to ensure that they meet the OYO standards, assuming they also likely have to check back often to ensure quality standards are maintained.

On December 6, 2015, Pedro commented on Continental Building Products: How low (cost) can you go? :

Nice post. It is impressive that they have been able to maintain their manufacturing capacity through the downturn while operating at a low utilization. This must be greatly enabled by a trimmed workforce of non-union employees.

On December 6, 2015, Pedro commented on IndiGo Airlines – Ready for takeoff! :

Nice article. This concept seems similar to RyanAir in Europe and Southwest in the United States. I wonder how the trend to low-cost carriers over the past 10 years will continue to evolve in an industry known for consolidation. Will some of these carriers merge with each other or be acquired by higher-cost carriers, which may erode at their operating efficiency?