Founders
Episode 188 #188 Joe Coulombe (Trader Joes)
Founders

Episode 188: #188 Joe Coulombe (Trader Joes)

Founders

Episode 188

#188 Joe Coulombe (Trader Joes)

David Senra is the host of Founders, where he studies history's greatest entrepreneurs. This is what he learned from reading Becoming Trader Joe: How I Did Business My Way and Still Beat the Big Guys by Joe Coulombe.

What I learned from Becoming Trader Joe: How I Did Business My Way and Still Beat the Big Guys by Joe Coulombe.

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[0:01] I wrote this book to help entrepreneurs and would-be entrepreneurs. That's why there's a lack of miracles and a surplus of marketing details including buying, advertising, distributing, and running stores; and lots of discussion of how we built a successful business on high wages.

[18:09] Chapter 11 was a possibility. But I was reading The Guns of August, by Barbara W. Tuchman, with its implicit concept of multiple solutions to non-convex problems.

[19:07] This is my favorite of all managerial quotes: If all the facts could be known, idiots could make the decisions. —Tex Thornton, cofounder of Litton Industries, quoted in the Los Angeles Times in the mid-1960s.

[22:33] The most basic conclusion I drew from her book was that, if you adopt a reasonable strategy, as opposed to waiting for an optimum  strategy, and stick with it, you'll probably succeed. Tenacity is as important as brilliance.

[24:31] The one core value that I chose was our high compensation policies. This is the most important single business decision I ever made: to pay people well.

[30:30] The basic problem is that convenience store retailing is a commodity business that is hard to differentiate. What I needed was a good but small opportunity for my good but small company: a non-commodity, differentiated kind of retailing.

[33:38] As we evolved Trader Joe's, its greatest departure from the norm wasn't its size or its decor. It was our commitment to product knowledge, something which was totally foreign to the mass-merchant culture, and our turning our backs to branded merchandise.

[38:25] Most of my ideas about how to act as an entrepreneur are derived from The Revolt of the Masses by Jose Ortega y Gasset, the greatest Spanish philosopher of the twentieth century. I believe this book still offers the clearest explanation of the times in which we live. And I believe it offers a master “plan of action" for the would-be entrepreneur, who usually has no reputation and few resources.

[40:22] From the beginning, thanks to Ortega, I've been aware of the need to sell everybody. . . I took a cue from General Patton, who thought that the greatest danger was not that the enemy would learn his plans, but that his own troops would not.

[47:32] We assumed that our readers had a thirst for knowledge, 180 degrees opposite from supermarket ads. We emphasized "informative advertising," a term borrowed from the famous entrepreneur Paul Hawken, who started publishing in the Whole Earth Review in the early 1980s. These informative texts were intended to stress how our products were  differentiated from ordinary stuff.

[52:09] All businesses have problems. It's the problems that create the opportunities. If a business is easy, every simple bastard would enter it. My point is that a businessperson who complains about problems doesn't understand where his bread is coming from.

[57:00] We violated every received-wisdom of retailing except one: we delivered great value, which is where most retailers fail.

[1:14:05] But do I regret having sold? Yes. I admit it. To mine own self I was not true when I sold. I regret not having had the guts to ride out the loss of the surtax exemptions, the employee ownership problem, the threat of death taxes, Carter's threat to eliminate capital gains preference, and all the other fears, real or phantom, of late 1978. I have to admit the truth, that I regret having sold Trader Joe's. And I have had to pay something for this, beyond the loss of my shadow.

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Other episodes mentioned in this episode:

#18 Let My People Go Surfing: The Education of a Reluctant Businessman 

#20 Setting the Table: The Transforming Power of Hospitality in Business

#89 Confessions of an Advertising Man

#107 Sol Price: Retail Revolutionary & Social Innovator

#110 Distant Force: A Memoir of the Teledyne Corporation (Henry Singleton)

#170 My Life in Advertising

#179 Jeff Bezos and the Age of Amazon

#181 Copy This!: How I turned Dyslexia, ADHD, and 100 square feet into a company called Kinkos

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Subscribe to listen to Founders Premium — Subscribers can ask me questions directly which I will answer in Ask Me Anything (AMA) episodes 

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I have listened to every episode released and look forward to every episode that comes out. The only criticism I would have is that after each podcast I usually want to buy the book because I am interested so my poor wallet suffers. ” — Gareth

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#188 Joe Coulombe (Trader Joes)

Introduction

"I wrote this book to help entrepreneurs and would-be entrepreneurs. That's why there's a lack of miracles and a surplus of marketing details, including buying, advertising, distributing and running stores and lots of discussion on how we built a successful business on high wages.

In a 1958 partnership with Rexall Drug Company, we started Pronto Markets. After growing it to 6 stores, I bought out Rexall shares in 1962. And then in 1967, when I had reached 18 Pronto locations, I began the transition of Pronto into Trader Joe's. I resigned at the end of 1988.

During those 26 years, our sales grew at a compound rate of 19%. During the same 26 years, our net worth grew at a compound rate of 26%. Furthermore, during the last 13 years of that period, we had no fixed interest-bearing debt, only current liabilities. We went from leveraged to the gills in the early days to zero leverage by 1975. Furthermore, we never lost money in a year, and each year was more profitable than the preceding year despite wild swings in income tax rates.

Still, judgment can be rendered that I failed, that I fell short of what I should have achieved. We will examine this late in the book, but I hope you'll consider the following, my favorite quote from my favorite book on management." The book is called The Winning Performance, and here's the quote. "The general theme in winning corporations is a view of profit and wealth creation as inevitable by-products of doing other things well. Money is a useful yardstick for measuring quantitative performance and profit and an obligation to investors, but making money as an end in and itself ranks low. Along the way in this book, you'll find the angst of a struggling entrepreneur and the slings and arrows of outrageous good and bad fortune. So here we go to an autumn afternoon in 1965 in a bar where Trader Joe's was not so much born as extruded."

All right. So that's in the preface of the book that I'm going to talk you about today, which is Becoming Trader Joe: How I Did Business My Way and Still Beat the Big Guys, and it was written by the founder of Trader Joe, Joe Coulombe.

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