Food Delivery

Articles on food delivery.

  1. Channel: Delivery
Alternative data can help investors increase conviction around unit economics, competition, and strategic initiatives for their long term holdings. Our Instacart (CART) research is a perfect example of differentiated granularity into fees, competition and SNAP benefit usage on the platform. Average Discount as % of AOV (pre-discount) Average Fees as % of AOV (pre-discount) Our […]
  1. Technology & Innovation
We’re big fans of LinkedIn and are busy building an amazing community of retail tech enthusiasts on the social media platform. As we close on 15,000 followers, these are the articles that are currently on their radars, including Klarna, Boots, Matalan, InPost UK, Aldi, Jisp, EE, Co-op, TalkShopLIve, Superdrug, and Gophr. Amazon Just Walk Out […]
  1. Channel: Delivery
The Register reports that “DoorDash will cough up $375,000 to settle claims it trampled California’s privacy laws by giving away customers’ info without their consent nor giving them the opportunity to opt out. “In addition to that paltry sum – for context, DoorDash’s annual revenue in 2023 was nearly $9 billion – the San Francisco-based […]
  1. Channel: Delivery
CVS Pharmacy has partnered with Grubhub to make thousands of beauty, household, wellness and convenience items available for delivery from its 6,000+ stores in 48 states. The companies are kicking off the relationship with a collection of Daylight Saving Essentials designed to address the grogginess that often follows the time change, which will take place […]
  1. Channel: Delivery
CHICAGO — Grubhub said that it’s now offering thousands of wellness, beauty, household and other convenience items from CVS Pharmacy on its Grubhub Marketplace. More than 6,000 CVS locations are available on Grubhub across 48 states. With daylight saving time around the corner on March 10, Grubhub surveyed consumers to better understand the implications of the time […]
  1. Channel: Delivery
Instacart has laid off 250 employees in a move to “reshape” the newly public company, as it looks to “focus on our most promising initiatives and execute more efficiently to a flatter organization,” said CEO Fidji Simo on a call detailing the grocery tech company’s Q4 and full year 2023 results. Simo also shared that […]
  1. Channel: Grocery
Ahold Delhaize USA yesterday announced “a new agreement with local commerce platform DoorDash to make an additional on-demand grocery delivery marketplace available to customers at each of its local omnichannel brands – Food Lion, Hannaford, Giant Food, The GIANT Company and Stop & Shop. Delivery from DoorDash is expected to be available to customers of […]
  1. Technology & Innovation
The explosive growth in e-commerce that flowed from the COVID-19 pandemic has made last-mile delivery more important than ever in the retail industry. Companies that meet consumer expectations when it comes to last-mile delivery will be well-positioned to thrive. Meeting those expectations, however, is easier said than done, as consumers want delivery to be fast, […]
  1. Technology & Innovation
  The restaurant industry is facing many challenges in the post-pandemic world, such as labor shortages, rising costs, and changing customer preferences. To survive and thrive in this competitive market, restaurants need to adopt innovative solutions that can enhance their efficiency, quality, and customer satisfaction. One of these solutions is robotic food delivery, which is […]
  1. Channel: Delivery
Getir, a Turkish ultrafast grocery delivery firm, reports massive demand during a delivery riders strike in London and Brighton. Deliveroo drivers went on strike last night demanding higher pay, with thousands estimated to be taking part in the walkout, and support also coming from Just Eat and Uber Eats couriers. Getir said in a statement […]
  1. Channel: Specialty & Other
Even in the face of an 8.6% net sales decline in Q4 2023, Tractor Supply still plans to open up to 95 brick-and-mortar stores in 2024, as well as complete its 10th distribution center. Comp store sales in Q4 dipped 4.2%; for the full year of 2023, Tractor Supply’s net sales increased 2.5%, while comp […]
  1. Department: Food
  Regular readers of this blog know that legacy grocery stores have lost market share to non-traditional formats including restaurants, convenience stores, dollar stores and fresh food delivery services that provide grocerant niche Ready-2-Eat and Heat-N-Eat fresh prepared food according to Steven Johnson Grocerant Guru® at Tacoma, WA based Foodservice Solutions®.   One bright spot […]
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  1. Media & Marketing
  2. Channel: Restaurants
  3. Department & Category
  4. Department: Consumer Durables
  5. Department: Food
  6. Department: Nonfood
  7. ESG
  8. Media & Marketing
  9. Data & Insights
  10. Shopper & Customer
  11. Technology & Innovation
  12. Trends & External Forces
  13. Merchandising
  Don’t want to cook, don’t want to do dishes, well according to Steven Johnson Grocerant Guru® at Tacoma, WA based Foodservice Solutions® your kids don’t want you hear you complain about cooking dinner either. Chuck E. Cheese has a new program for that has a great chance to make the entire family happy according […]
  1. Channel: Mass
  2. Corporate Finance
  3. Media & Marketing
  4. Agencies & Vendors
  5. Data & Insights
  6. Trends & External Forces
Target reported Q4 and 2023 financial results at its annual investor day on March 5, 2024. Quarterly comp performance improved sequentially from Q2 to Q4, but 2023 ended with comps down -3.7%. Profitability outperformed expectations as the company realized $2B of operating income growth in 2023 and reported notable gross margin improvements. The stock was […]
  1. Trends & External Forces
  2. CPG: Food
  3. Channel: Ecommerce & Digital
  4. Channel: Grocery
  5. Channel: Mass
  6. Department & Category
  7. Department: Beverage
  8. Department: Food
  9. Department: HBC
  10. Acquisitions, Divestitures & Mergers
  11. Corporate Strategy
  12. Corporate Finance
  13. ESG
  14. Partnerships & Alt Profit
  15. Media & Marketing
  16. Data & Insights
  17. Shopper & Customer
  18. Technology & Innovation
  19. Trends & External Forces
  20. Retail Operations
  21. Associates & Employees
  22. Operations & Supply Chain
  23. Owned Brands (Private Label)
  24. Stores & Formats
Comments from Chairman and CEO Rodney McMullen. "Kroger achieved strong 2023 results, in line with our long-term growth model and built upon three consecutive years of historic growth.

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