By controlling the whole value chain, goPuff is also able to build a business model with proven positive unit economics. On the supply side, goPuff is able to cut intermediaries and order products directly from CPG brands that it will resell to the end customers with a healthy premium. On the delivery side, goPuff's warehouses are used only fo... See more
goPuff competes more with convenience stores like 7-Eleven than supermarkets like Walmart meaning that the company (i) is offering prices that are at-par only with convenience stores and (ii) has a reduced number of SKUs and does not sell fresh products like supermarkets.