1. Food is now digital, and there’s no turning back for traditional grocery

As the industry shifts online, advertising will do for grocery what Facebook did to the ad industry. Suppliers will have self-serve tools to pay for guaranteed demand. This will shift the industry from being supply-driven (“how do we sell what we produced?”) to being demand-driven (“what do we need to produce?”). With up to 35% wastage in a $10... See more

How is GoPuff pushing the category forward?

Hundreds of food retailers now partner with e-commerce fulfillment companies like Instacart and Shipt to manage the logistics of their delivery and pickup services. But in offloading those operations to third parties, grocers have also outsourced much of the customer experience. They're also ceding control of valuable data about online shopping... See more

However, there’s another side to this. The pickup and delivery apps (Instacart and the like) are likely to outperform as they capture the high-margin consumer brand marketing dollars, but without the physical retail infrastructure. Building your own distribution via DTC marketing and relationships also gets more important, with Facebook and Shopify... See more