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How is GoPuff pushing the category forward?
Alexandre Dewez • 🌶 An Update on Grocery Quick Commerce
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
Alexandre Dewez • 🍿 A Deep-dive into goPuff's Strategy to Conquer the Grocery Market
Ultrafast Delivery: The $28B Market to Build the On-Demand Bodega
sacra.com
🍿 A Deep-dive into goPuff's Strategy to Conquer the Grocery Market
Alexandre Dewezalexandre.substack.com
Postmates and DoorDash pursued this growth-at-all cost mindset so aggressively that they listed restaurants and stores that weren’t even signed up for either service. Doing so let both scale supply faster than a sales team would have been able to, but it obliterated the unit economics early on. Because neither were integrated on the backend of the ... See more