It was a big week for Instacart…TL/DR: rebrand + valuation cut + platform launch! The most impactful element of Instacart’s changes is the announcement of its new platform that enables grocers to build an online grocery offering. The platform essentially unbundles Instacart’s white label full solution into various components that a grocer can implement on their own […]
Topics Covered: March 14, 2022Retail media transforming organizationsSelling CPG items is as easy and complex as everUpdate on rapid grocery deliveryAmazon enters live audioWalmart+ expandseCommerce leader responsibilitiesOmni-enabler diversificationSocial commerce resource
March 8, 20222 minute readA Variety of eGrocery Models are Challenging AmazonConsumer packaged goods (CPG) products are difficult to sell online. The costs of shipping simply overwhelm sub-$10 products. This problem became so common, Amazon gave it a special acronym: CRAP! Products that Cannot Realize a Profit are delisted from the site, hurting sales for both Amazon […]
March 8, 20224 minute readWinning on Kroger will Require a Two-Pronged Approach30 Second SummaryKroger delivered solid top and bottom-line performance in the near-term, while maintaining its plans to double digital revenue and profitability between ’21 to ’23. In 4Q21, Kroger’s digital business decelerated more meaningfully than peers like Walmart, Target, and Amazon, driven by Kroger’s greater […]
Topics Covered: February 7, 2022Digital advertising market comparisonPhysical to digital affiliate marketingFive-part series breaking down Amazon, including 4Q21 resultsAmazon capex comparisonGopuff sees opportunities with retail mediaDisappearing vendor managersRapid grocery delivery model strainingShould Amazon buy Kohl’s?New online grocery study
4 minute read Price elasticity is the sensitivity of demand to a product’s price. For an elastic product, if you raise price by 10%, demand may fall by more than 10%. For an inelastic product, if you raise price by 10%, demand falls by less than 10%, if at all. The Information reports rapid grocery delivery companies […]
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 […]