Thought provoking analysis combined with actionable recommendations

The online grocery future – who are the winners? (3/3)

The online grocery future – who are the winners? (3/3)
(VIII) The future- positive drivers So where is online grocery going? Much better technical infrastructure and subsequently more shoppers going online are strong drivers. South Korea’s experience of better online [...]

D2C, robot warehouses, Picnic & start ups, death of 1st generation pureplay, micro players (2/3)

D2C, robot warehouses, Picnic & start ups, death of 1st generation pureplay, micro players (2/3)
(IV) Small online grocers try social media, D2C, marketplaces Smaller online grocers are also quite active. This includes attempts at selling via social media, subscription models, and D2C models. Especially [...]

Ten theses on the future of online grocery (1/3)

Ten theses on the future of online grocery (1/3)
Despite the origins in the late 1990s, despite Tesco and Ocado, despite Peapod, despite the French drives pioneered by Chronodrive (Auchan), despite Amazon’s acquisition of Whole Foods, despite Walmart’s investments, [...]

Amazon Marketplace Data

Amazon Marketplace Data
In early 2019, for the first time, Amazon revealed its GMV (Gross Merchandise Volume) and how many product sales the retailer makes through its proprietary first party (1P) business and [...]

Aldi starts to harmonise its private label ranges, FMCG brands, advertising, promotions

Aldi starts to harmonise its private label ranges, FMCG brands, advertising, promotions
These changes mean a reorganisation of buying units and the business model to partly overcome the split between Sued and Nord. Aldi wants to reap the synergy benefits that increased [...]

US Online grocery: 2019′s epic battle

US Online grocery: 2019′s epic battle
In 2019 the US online grocery market will boom due to the heavy investment of the major players. The development of the market is quite unique for a number of [...]

Where Aldi and Lidl go high, Tesco is going low.

Where Aldi and Lidl go high, Tesco is going low.
Does Tesco’s new discounter Jack’s stand a chance against Aldi and Lidl? Probably not, or at least not in the way Tesco intended. Jack’s looks like a typical misunderstanding of [...]

A new golden age for CPG?

A new golden age for CPG?
The FMCG/Retail sector is in a phase of transformation, the like of which we have not seen before. Business stakeholders drive some of the changes, others are clearly coming from [...]

Five theses about the future direction of retail

Five theses about the future direction of retail
The FMCG/Retail sector is in a phase of transformation, the like of which we have not seen before. Business stakeholders drive some of the changes, others are clearly coming from the [...]

Shoppers, retail and FMCG trends. A glimpse into the future – the millennial shopper

Shoppers, retail and FMCG trends. A glimpse into the future – the millennial shopper
The FMCG/Retail sector is in a phase of transformation, the like of which we have not seen before. Business stakeholders drive some of the changes, others are clearly coming from the [...]