Category Food

Analysis: Amazon Fresh Meal-Kits From Amazon, in Addition to “Featured Brands”

And just like that, the first meal-kits are available at Amazon. At first, meal-kits are a part of Amazon Fresh. Amazon Fresh is cooperating with Marley Spoon and Tyson Tastemakers to offer meal-kits in addition to offering meal-kits of its own. The latter being the news here. Business Insider: Amazon’s new meal kits are already […]

Attention, Blue Apron & HelloFresh: Amazon is Getting Into Meal-Kits

It was only a matter of time. The Sunday Times has found a trademark registration from Amazon that tells it all: The internet retailer has registered a trademark in the US for a new service called “We do the prep. You be the chef”. It will cover “prepared food kits . . . ready for […]

And Just Like That, Brandless’ Unique Selling Point Evaporates

Brandless, the new direct-to-consumer play gunning for fast-moving consumer goods that raisd $50 million in VC, is advertising a simple way of shopping for those goods online: One price ($3) for every product. This, in theory should reduce the mental overhead in shopping, in addition to doing aways with brands in favor for private labels. […]

Why Did Investors Put $50 Mio. In Direct-to-Consumer FMCG Startup Brandless?

Why Did Investors Put $50 Mio. in Direct-to-consumer Fmcg Startup Brandless? Here comes the next direct-to-consumer brand startup. This time it‘s about FMCGs. Brandless is a mixed bag. The US startup raised $50 million over three rounds before launching. TechCrunch on Brandless: Brandless, the brainchild of serial entrepreneurs Tina Sharkey and Ido Leffler, hopes to […]

How Ocado Is Trying to Ride the Amazon-Whole Foods Wave

UK based online grocery retailer Ocado is trying to ride the Whole Foods-Amazon wave. The company may, finally, after years, deliver on those mystical international cooperations and licensing deals for its technology. Snark aside, Ocado is indeed the best candidate to talk to for US grocery chains frightened by the Whole Foods deal. Ocado has […]

South Korean Online Grocery Shopping Outpaces Every Other Major Developed Country

Inside Retail Asia: Industry tracker Kantar Worldpanel says 16.6 per cent of fast-moving consumer goods (FMCG) sales in Korea between June 2015 and June 2016 were conducted via online and mobile channels. That’s a huge lead over Japan, which came in second with 7.2 per cent, followed by the UK with 6.9 per cent, France […]

What Amazon-Whole Foods Means for the IPOs of Blue Apron and Delivery Hero

With Amazon-Whole Foods, Amazon will go faster into everything food-related. As we said in “Analysis: Whole Foods in an Amazon Go/Flex/Fresh World“: What Amazon is doing with Amazon Go and the Amazon Fresh Pickups is a rethinking of what local locations in a grocery value chain have to look like and what jobs they have […]

When P&G and Unilever Have to React to Amazon Whole Foods

Here is a very optimistic take on Whole Foods and Amazon by Scott Galloway: “AMZN + WFM = $1T” Amazon / Whole Foods will be the fourth-largest grocer in the US, and will likely post growth rates no $10B+ retailer, sans Amazon, has registered. The Seattle firm will apply its operational chops and lower (zero) […]

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. […]