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True. And the real story in grocery is that Walmart owns digital shopping(via grocery pickup) , with something like 60% market share vs ~5-10% for Amazon(if I'm
by petra 8y ago
True. And the real story in grocery is that Walmart owns digital shopping(via grocery pickup) , with something like 60% market share vs ~5-10% for Amazon(if I'm not mistaken , they are fourth in market share).
And that Kroger, just this week, did a partnership with ocado, which is the world leader in automation for grocery deliveries.
- brudgers 8y agoI think delivery is over-rated. Amazon's disruption was more a product of access to the long tail than delivery. Delivery was just a byproduct of that access. It was important because the choice was not between local shopping and delivery but between delivery and not having it (Amazon's price also played a role in "not having it"). Groceries are like pizza. Pickup is a viable option because sometimes it is more convenient...twenty versus sixty minutes (hopefully) before eating.
- petra 8y agoWhat you say about the value of the long tail is definitely true. But I would underestimate the value of pickup: from a point of view of a busy mom with 2 small kids, doing a grocery pickup is a much better experience, enough to be the differentiator that will determine to which store to go.
- brudgers 8y agoI'm not sure I was as clear as I intended. I meant pickup might be a viable option versus delivery for groceries in the same way that pickup can be a viable option to delivery for pizza.