Ocado shares have been the standout performers in the food retail sector over the past few years. Covid-19 and the channel shift to online should act as the growth catalyst [...]
(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 [...]
(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 [...]
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, [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 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 [...]
Taking a view on issues enveloping the UK retail industry and throwing a spotlight on areas of the sector you hadn't really thought about - but maybe should.
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