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 […]

Zalando provided a detailed logistics update (PDF) in the run up to this year’s capital markets day. For Zalando, returns are integrated into the process as the “customer try on”: It’s not news that for online, returns are what fitting rooms are for brick-and-mortar retail. As has been true from the start, Zalando is making […]

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. […]

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 […]

Busy Friday. Walmart just announced the acquisition of Bonobos for $310 million in cash. From the press release: Walmart today announced it has entered an agreement to acquire Bonobos, Inc. (“Bonobos”), one of the leading apparel brands built on the internet, for $310 million in cash. Following the closing, Andy Dunn, founder and CEO of […]

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 […]

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 […]