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henlaub

CEO and Founder, Blue Cape Ventures
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  • Posted on: 11/01/2021

    How disruptive is the rapid delivery model to grocery?

    Rapid commerce has a variety of names -- instant commerce, quick commerce, neighborhood commerce, etc -- but aims to offer consumers the convenience of ordering something and having it delivered in 30 minutes. The reality is delivery in 15 minutes is only possible when data can be used to correctly forecast what consumers want. Currently, the speed is dependent on the density of micro fulfillment centers. Grocery such as AmazonFresh which is $10 per delivery and Walmart's online grocery will be just fine as consumers will still use them due to the unique supply it offers. Curbside delivery will become more important for retailers such as Target, Walmart, and Kroger. Grocery is the US is a $1 trillion dollar market and provides an opportunity for many companies and I believe 3 of these will survive -- Gopuff, JOKR, Fridge No More, or 1520.
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