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IP Reference Check
In Q1 26, Amazon’s perishable item sales grew 40x YoY. Perishable items also made up nine of the top 10 items ordered for same-day delivery. Grocery has long been a category Amazon has tried to crack, and Doug Herrington, CEO of Worldwide Stores, has been at the forefront of the company’s consumables and grocery strategy for over a decade.
This IP management check aims to provide a glimpse into Doug’s leadership style, characteristics, and Amazon’s culture around expanding into grocery. Our work is curated from interviews with multiple former colleagues of Doug’s including:
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We have an internal research team focused on sourcing executives that worked closely with or reported to the Target CEO. Our team will vet each executive to understand the CEOs character and competence. We aim for a selection of executives with different perspectives on the Target CEO. Our internal team of investment research analysts conduct 5-10 hours of research per reference check and summarize our findings relating to the individual, company culture, and how it may link to the investment thesis. We also have a team of forensic investigators scouring court filings and other public documents historically to build a picture of the target CEO. The report and all interviews, filings, sources are made available supporting the work.
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We focus on understanding leaders that we may wish to invest in. We also prioritise leaders or executives that are new, unknown, or polarising.
We aim to have a rolling coverage list of ~30 companies at all times; our sourcing team is constantly searching for executives from these companies and we publish the reference check when we feel we have enough sources and information to give us an incremental perspective.
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