Learning the importance of bigness and understanding its role in success is vital for investors. Investors that understand why “bigger is better” can put themselves in a position to make more money.Read more
An American icon is in big trouble Campbell’s Soup (NYSE: CPB) is in turmoil after sales fell by 7% duringRead more
Kroger also bought around 6% of the British online grocer Ocado, a press release indicates. Kroger and Ocado entered into a partnership and subscription agreement that will bring Ocado’s Smart’s Platform to the United States. That will give Kroger access to Ocado’s robotics and digital technology capabilities.Read more
The future of delivery will be specialist delivery firms such as Grubhub (NYSE: GRUB) and Instacart that concentrate on one kind of order such as groceries or hot meals. One-size fits all delivery such as that promoted by Uber Rush appears to be a flop.
Other delivery services will take the place of Uber and Lyft, and customer service should not be affected, Blakeman said. Walmart owns the same-day delivery service Parcel and is working with some other delivery services including Deliv and Google Express. Walmart is also working with Postmates and DoorDash, Reuters reported.Read more
The saddest part of the sorry saga of Sears is that nobody but its employees might notice if the brand dies. The customers obviously abandoned Sears long ago, leaving nothing but debt and empty stores behind.Read more
The grocery delivery wars are heating up fast. Amazon (NASDAQ: AMZN) and Walmart (NYSE: WMT) have expanded their same-day effortsRead more
One obvious possibility here is that Kroger is planning to buy Instacart. Such an acquisition is not farfetched; Kroger just sold its convenience stores for $2.1 billion which could finance an Instacart purchase. Target (NYSE: TGT); one of Kroger’s biggest competitors, has bought the shopping service Shipt and Walmart (NYSE: WMT) has plans to offer grocery delivery in 100 cities by the end of 2018.Read more
An interesting question here is should Amazon have bought Supervalu instead of Whole Foods? After all, SuperValu is a discounter like Amazon, and it services a general mass market rather than a select upper-class clientele.
SuperValu’s stable of private label grocery brands might have been a better fit for Amazon than Whole Foods’ line up. Grub Street reported that Whole Foods’ suppliers are in revolt against Amazon. That provides an opening for Kroger (NYSE: KR) or Walmart (NYSE: WMT) to poach some of Whole Foods’ suppliers.
An advantage that SuperValu would have brought to Amazon is a lineup of products directed at average middle and working-class customers the bulk of the consumer base. Another is a lot experience in the supermarket and grocery sphere and established stores in large metropolitan markets.Read more
Likely responses to Walmart’s offensive might be Amazon’s acquisition of a traditional grocer like Safeway or Winn-Dixie, or Amazon or Target partnering with traditional grocers such as Publix. Kroger might respond by buying InstaCart and joining Google Shopping Express.Read more
A true nightmare for dollar stores would be caught in the squeeze between Automated Walmart and Amazon Go. Dollar stores are already caught in the increasingly brutal crossfire between Amazon.com and Walmart.com.
The No-Man’s land between Automated Walmart and Amazon Go would be far worse. A true nightmare for dollar stores would be both retailers using their automated stores as neighborhood fulfillment centers for same-day delivery.Read more