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But no actual impact to Blue Apron, other then a 500lb gorilla wanting your lunch?

• hellcow 9y ago
  Amazon is in a much better position to win the market, and investors recognize that. Amazon has a logistics network capable of doing same-day delivery at lower-than-Blue-Apron's costs. Amazon will ship locally rather than cross-country using dry ice. Purchasing ingredients in Whole Foods' massive quantities will lower costs further. Coupling that with their huge warchest, Amazon can crush Blue Apron by offering a competing service at far below cost for years. If Amazon plays this as aggressively as they did eCommerce, I don't see any way for Blue Apron to win on their own.
• csydas 9y ago
  It indicates that a competitor Blue Apron can't hope to compete with is ready to compete. Amazon has everything to hit the ground running and more, and with everyone knowing Blue Apron is bleeding to get customers, it means that investors aren't going to be throwing money their way. With Echo being as popular as it is, it's a natural addition to the Echo Ecosystem; undoubtedly Alexa is about to become the world's best sous chef. As has been pointed out, Blue Apron fails to mark its territory in any meaningful way and only had power from first movers advantage. That power is gone now.