My friend Scott Moses of Solomon Partners posted an infographic on his company’s website the other day that enumerated exactly how dominant Walmart is in grocery. (You can see it below.)
One reading of the numbers would suggest that the best way to compete against Walmart in this environment is by getting bigger (M&A!), which is pretty much the argument that Kroger and Albertsons made in their failed attempt at a merger. But I would argue that even if Kroger had been allowed to acquire Albertsons, while it might have given them more scale and better pricing, it probably would not have made them really more competitive in the long run. Not really.
Size is one issue. But not the only one.
The post FaceTime with the Content Guy: Competing Effectively In A Walmart-Driven Retail Economy appeared first on MNB.
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