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in Briefings
December 22, 2021Topics Covered:Amazon, DoorDash, and Lyft all participating in omni-enabler marketAmazon continues slow pace of Fresh B&M expansion – ’22 expansion plans seem ambitiousTikTok launches virtual kitchen initiative demonstrating the power #FoodTikTokRapid Grocery Delivery (RGD) continues robust growth: Gopuff and Flink raise big money, expansion into Boston and CanadaOnline grocery market growth of 6% Y/Y in […]
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in Briefings
4 Minute Read There has been a tremendous amount of development in the last week around ultrafast grocery, with both expansions and contractions. Topics Covered: GoGrocer focuses on profitability Getir focuses on growth JOKR raises Series B at a $1.2 billion valuation 1520 shuts down Instacart planning to develop 15 minute delivery market DoorDash announces […]
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in Briefings
TL/DR: Supply chain disruptions accelerated in 3Q21, surprising many executives, with expectations for a return to normal to come late in 2022 or beyond. Mitigation strategies are coming in the form of SKU rationalization, moving production, expanding partners, reformulating product, raising prices, and leveraging airfreight. How are brands mitigating supply chain issues? SKU […]
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“Many people think our main competition is Bing or Yahoo. But, really, our biggest search competitor is Amazon.” -Eric Schmidt, Google, 2014 Amazon’s advertising business is up 620% over the last four years. On a compound annual growth rate basis, it grew 64% each year since 2017. It is now solidly the third […]
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Quick Commerce Evolution The diagram below explains where each grocery player is attempting to go over the next year. The rise of quick commerce is bringing new accounts and new partnerships to the market on a monthly basis. Wherever a grocer or tech platform is today, they’re working to be found across the assortment/delivery speed spectrum, with […]
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in Briefings
3Q21 Performance & Market Update Amazon’s retail business slowed during the quarter, in-line with the broader digital market. It’s commentary suggests labor issues are the primary challenge it faced this quarter and will continue to battle in 4Q as it looks to meet holiday demand.Should Amazon National Account Managers be worried? Not necessarily. We’ve seen […]
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in Briefings
Topics Covered: Understanding the online grocery market in 2021 Yes, instant grocers are losing money Online grocery market estimated flat Y/Y in September UNFI partners with DoorDash DoorDash (like every platform) rolls out paid search ad units
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in Briefings
Topics Covered: Are Gopuff sales incremental? Instacart acquisition signaling it’s a better partner to grocers? New model watch: Drive thru lanes from Opie Walmart makes major hire away from Instacart Gopuff working on fulfillment operations Instant grocer JOKR playing up sustainability angle
