Category Food

Analysis: Whole Foods in an Amazon Go/Flex/Fresh World

When the news broke last Friday that Amazon is about to acquire Whole Foods, I wrote this: Now we know who the first and best customer for the Amazon Go technology will be. In February, we talked about what Amazon Go might evolve into: It may be illuminating to look at where Amazon most likely […]

Delivery Hero Plans a Big IPO. Does Its Business Model Have a Moat?

Delivery Hero expects trading to begin on the Frankfurt stock exchange on June 30. Bloomberg: “Delivery Hero Seeks $4.9 Billion Valuation as IPO Price Set“: Delivery Hero operates a variety of brands including Lieferheld, Foodora and Foodpanda, through which it either brokers deliveries from restaurants or brings the food to customers’ homes itself, by bicycle. […]

From Alibaba to Instacart: The Most Insightful Reactions to the Whole Foods Amazon Deal

After news broke last Friday that Amazon is acquiring Whole Foods, a lot of commentary emerged as everyone is trying to suss out that exactly this will lead to. No wonder. Combine Amazon and a $800 billion market in the US, and you get everyone’s attention. Here are some select comments and reactions worth reading […]

Post Whole Foods, What Will Amazon’s Grocery Strategy Outside the US Look Like?

Bloomberg on the implications of the Whole Foods Amazon deal for the US: For Amazon, the deal is more about getting a distribution network for groceries, said Michael Pachter, an analyst at Wedbush Securities Inc. It has spent years trying to break into delivering groceries, but hasn’t been as successful as in other categories. Amazon previously […]

Amazon to Acquire Whole Foods Market for $13.7 Billion

How serious is Amazon about groceries? This serious: Amazon just announced it is acquiring Whole Foods. From the press release: Amazon (NASDAQ:AMZN) and Whole Foods Market, Inc. (NASDAQ:WFM) today announced that they have entered into a definitive merger agreement under which Amazon will acquire Whole Foods Market for $42 per share in an all-cash transaction valued […]

What Blue Apron’s S-1 Numbers Don’t Want to Tell Us

Blue Apron’s S-1 numbers are interesting in so far as they quite clearly don’t tell the whole story, and raise the question as to why. Bloomberg: Meal-kit delivery company Blue Apron Holdings Inc. is hoping it can stand out to public investors in an increasingly crowded marketplace for on-demand food. The company filed for an initial public […]

How the Food Delivery Space Evolved From 2011 to 2017

Speaking of food delivery startups, here is market research company CB Insights on the food delivery space: We define food delivery as companies facilitating the delivery of food to users’ doors, including restaurant delivery, grocery delivery startups like Instacart, farm-to-table services like Door-to-Door Organics, meal delivery startups like Delivery Hero or Sprig, and meal kit services like Blue Apron. CB Insights: […]