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Absolutely, but I thought I was talking in the context of grocery stores, not e-commerce giants without comparable alternatives. I am very skeptical Amazon wou
by neuronic 6y ago
Absolutely, but I thought I was talking in the context of grocery stores, not e-commerce giants without comparable alternatives.
I am very skeptical Amazon would be able to take significant market share from Aldi, Lidl, REWE or Edeka.
- eru 6y agoOh, I was thinking of just overall market shares for stuff that eg Aldi sells. Amazon would probably mostly compete by delivering that stuff to you, not by having stores. And I don't see any deep seated German aversion to getting groceries delivered. I do see Amazon having a decent chance of getting a big chunk of the grocery market, but I don't expect all of Aldi, Lidl, REWE and Edeka to have to close up shop. (Similarly, Aldi and/or Lidl were winning a decent chunk of the grocery market in UK and Australia when I was living in either country. But they won't take 100%. The incumbents adapt. Some of the might fail, but not all of them.)