Thought provoking analysis combined with actionable recommendations
17th July 2020

Is Ocado really winning Covid-19?

Is Ocado really winning Covid-19?
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 [...]
5th March 2020

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 [...]
26th February 2020

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 [...]
21st February 2020

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, [...]
9th September 2019

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 [...]
15th May 2019

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 [...]
8th January 2019

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 [...]
1st October 2018

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 [...]
13th August 2018

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 [...]
16th July 2018

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 [...]
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