111–120 of 865 posts
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> disrupt the wine and liquor sector Explain?
Maybe they mean the inefficiency in the producer -> distributor-> retailer chain? What value does the middle guy add?
Somewhat off topic, but I have had a weird thought circulating in my head (triggered by reading Red Plenty) that I wanted to put out there: What is the relationship between a centrally planned economy as for example Gosplan was trying to run in the USSR, and the presence of these huge market-like but centralized entities like Amazon and Wal-Mart inside a free-market economy? This becomes particularly interesting beca…
I'd suggest studying US economic history, as there isn't a single example of a juggernaut corporation that sustained said dominance very long-term (either due to competition / changing technology or government anti-trust actions).
Looks to me like the ultimate war between grocery stores in the US will be fought out between Amazon/WFM (premium, delivery) and ALDI/Lidl (discount, no-frills). As a German I'm amazed by the "food haul" videos on YouTube and the positive feedback for ALDI US (belongs to ALDI Süd), Trader Joe's (ALDI Nord) and Lidl (part of Schwarz Gruppe, they just started in the US yesterday).
Don't count out Kroger, the largest supermarket chain in the US. According to Wikipedia in 2015 it trailed only Walmart and Costo in worldwide revenue, and had 20% more revenue than Amazon. https://en.wikipedia.org/wiki/Retail#Global_top_ten_retailer...
Amazon will capture the premium/delivery segment. ALDI and Lidl will capture the discount segment.
Kroger is right in between, a very, very tough position to hold.
"Da $#&@?!" Sometimes I forget just how big Amazon is. ... But it's nice to know I can get my artisanal, single-source, Fair Trade, organic, small-farm, no-GMO cucumber water with one day shipping now.
Or one-hour shipping with Amazon Prime Now, which is beginning to crop up in a lot of places with Amazon Prime Fresh. I tried Amazon Prime Now in Denver yesterday to buy some fruit. I went for the free shipping in a 2 hour window instead of the $8 one-hour shipping. I never used Amazon Prime Fresh, because of the monthly fee and sense of commitment that forces. But when you can get a lot of the same stuff (eg, fresh…
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$13.7B / 431 = $31.79m per store. I have zero experience with real estate prices for retail outlets, but it feels as if that's a bit on the high end?
* distribution network * store stock * employees * high end real estate Sounds like a great deal for Amazon
https://twitter.com/dkberman/status/875701677504024576 "Amazon did not just buy Whole Foods grocery stores. It bought 431 upper-income, prime-location distribution nodes for everything it does."
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The acquirer stock price often falls after an acquisition. So probably not a really good strategy. Conglomerates have happened in the past. They become very big until they stop making a lot of money and people realise that they could be more efficient if you split them up. Amazon and Google can afford growing so much because they have a very successful business line. If growth there stops they would likely start sell…
> Conglomerates have happened in the past. They become very big until they stop making a lot of money and people realise that they could be more efficient if you split them up. Yeah, who could forget when companies like Standard Oil or AT&T decided to split up, entirely through the power of market forces, with no government intervention at all.
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Blue Apron is not a good company relative to the other meal kit delivery services anyway. Their recipes are overly simplistic and their whole experience using UX dark patterns limiting which meals one can get in combination turned me off, and misleading people regarding cancellation. The higher quality meal kits like Home Chef won't have this problem because they give you, for about the same price, more complex recip…
I felt the opposite way; the recipes I got when I tried Blue Apron were more trouble than I really wanted to bother with on a weeknight.