Category Food

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. […]

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 […]