grada

How to beat the supermarket duopoly flywheel

Aldi’s low-price disruption has hit a ceiling, and independent buying power is no longer enough. So how do the challengers win against the duopoly's $1B…

May 4 • Matt Poll

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April 2026

The new duopoly flywheel

The grocery ‘price war’ is a distraction from the real engine of supermarket dominance: a compounding flywheel of private label, shopper data, and a $1…

Apr 28 • Matt Poll

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Viva Energy Paid A$1.22 Billion for Adelaide’s Favourite Petrol Station. Now It Has to Work in Parramatta

The most interesting strategic bet in Australian fuel retail and why the evidence isn’t in yet.

Apr 6 • Matt Poll

The Customer You Can’t Call a Customer

Australian universities have built entire service empires around student satisfaction, then refuse to say why. The institutions pulling ahead have…

Apr 2 • Matt Poll

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Ampol Has the Best Retail Position in Australian Fuel

The convenience business is the strategy. Lytton is the asset that could either anchor it or transform it.

Apr 1 • Matt Poll

March 2026

How to Lose $625 Million at a Petrol Station

Sector analysis: What winning Australian fuel retail actually requires and why the sector's most expensive failure proves it.

Mar 27 • Matt Poll

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Why Australia Pays What It Pays for Diesel

The real story in Australian diesel is not what happens at the service station. It is how cost and risk accumulate across six stages before a litre ever…

Mar 25 • Matt Poll

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How Australia Dismantled Its Fuel Independence

The current fuel crisis is not a surprise. It is the predictable consequence of four policy shifts over 40 years, each rational in isolation but…

Mar 20 • Matt Poll

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February 2026

Bapcor's engine seized

Automotive aftermarket: Bapcor 1H26 update

Feb 27 • Matt Poll

Its tough at the top and very, very public

2026 exits (so far) of public company CEOs

Feb 25 • Matt Poll

ARB has 58% gross margins in a 25% industry

Automotive aftermarket: ARB Corporation strategy breakdown ASX:ARB

Feb 25 • Matt Poll

GPC has the biggest chequebook in auto parts but it might not matter

Automotive aftermarket: GPC Asia Pacific strategy breakdown NYSE:GPC

Feb 25 • Matt Poll