With Kroger, they have supply-demand uncertainty plus store-level fracturing. The advantage Blue Apron has over Kroger is better predictability of usage and dem

With Kroger, they have supply-demand uncertainty plus store-level fracturing. The advantage Blue Apron has over Kroger is better predictability of usage and demand pooling. I think this means more spoilage/waste for Kroger, and hence higher required margins for feasibility.