Channel: Delivery Long-Term Theme: Instacart Deep Dive 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 […] 0 Author Missing March 14, 2024March 14, 2024 2 min read InstacartData & InsightsDeliveryCompetitionWalmartRegional GroceryAlbertsons / SafewayResults & InvestmentPricing & PromotionsMarketing: TradeTechnology & InnovationConsumersAldiDept. GroceryDoorDashExecutivesPredictions and ForecastsFood Delivery 0 Saving Bookmark this article Bookmarked
Channel: Delivery Rouses Markets will now offer DoorDash Shoppers will now have access to the delivery app as well as DashPass Supermarket News March 10, 2024March 10, 2024 < 1 min read Food DeliveryDoorDashShoppersDelivery 0 Saving Bookmark this article Bookmarked
Channel: Delivery Instacart, DoorDash link with more regional grocers on e-commerce Instacart is now powering online shopping for Harps Foods, Price Chopper and Canseco’s Market while DoorDash is offering delivery with Rouses Markets. Grocery Dive March 6, 2024March 6, 2024 < 1 min read InstacartDeliveryFood DeliveryDoorDashRegional Grocery 0 Saving Bookmark this article Bookmarked
Channel: Grocery Ahold Delhaize USA partners with DoorDash The partnership will provide consumers an on-demand grocery delivery marketplace for each of ADUSA’s local omnichannel brands. Supermarket Perimeter March 6, 2024March 6, 2024 < 1 min read Ahold DelhaizePartnershipsFood DeliveryDoorDashOmnichannelConsumersDelivery 0 Saving Bookmark this article Bookmarked
Channel: Delivery Pet Supplies Plus partners with DoorDash on same-day delivery As the pet retailer’s brand grows, on-demand delivery is now available from over 700 locations. RetailDive March 4, 2024March 4, 2024 < 1 min read Dept. PetDeliveryPartnershipsFood DeliveryDoorDash 0 Saving Bookmark this article Bookmarked
Channel: Delivery DoorDash partners with Pet Supplies Plus The delivery service offers more than 400,000 pet products Supermarket News February 28, 2024February 28, 2024 < 1 min read Dept. PetPartnershipsFood DeliveryDoorDashPricing & PromotionsDelivery 0 Saving Bookmark this article Bookmarked
Channel: Delivery DoorDash Pays A Pittance To Settle Privacy Complaints 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 […] MorningNewsBeat February 26, 2024February 26, 2024 2 min read Food DeliveryDoorDashConsumersData & InsightsVendorsTechnology & InnovationShoppersDeliveryDept. GroceryGovernmentMetaversePredictions and ForecastsDept. OTC 0 Saving Bookmark this article Bookmarked
Channel: Delivery DoorDash to pay fine for selling Californians’ customer data The sale of the information was part of DoorDash’s participation in a marketing cooperative in 2020 0 Author Missing February 24, 2024February 24, 2024 < 1 min read Data & InsightsFood DeliveryDoorDashShoppers 0 Saving Bookmark this article Bookmarked
Channel: Delivery DoorDash Surpasses Delivery Estimates, but Shares Fall DoorDash Inc. outperformed analysts’ predictions for delivery orders in the fourth quarter, driven by a surge in monthly users and expansion into new categories. However, despite these positive results, Wall Street didn’t seem entirely impressed. RetailWire February 18, 2024February 18, 2024 < 1 min read Food DeliveryDoorDashDeliveryEconomy 0 Saving Bookmark this article Bookmarked
Channel: Delivery DoorDash coming to all Ahold Delhaize USA banners The grocery retail group said they expect to have the service rolled out to all chains by March 0 Author Missing February 17, 2024February 17, 2024 < 1 min read Ahold DelhaizeFood DeliveryDoorDash 0 Saving Bookmark this article Bookmarked
Shopper & Customer DoorDash stock drops with release of Q4 earnings The company said the outlook for 2024 will continue to focus on building tools to solve problems for consumers, merchants, and employees 0 Author Missing February 15, 2024February 15, 2024 < 1 min read Results & InvestmentFood DeliveryDoorDashConsumersPredictions and ForecastsDept. NonfoodAssociates 0 Saving Bookmark this article Bookmarked
Channel: Delivery Instacart Lays Off 250 in Move to Streamline and Focus on Growing Retail Media Business 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 […] Retail TouchPoints February 14, 2024February 14, 2024 3 min read InstacartDeliveryMarketing: Retail MediaExecutivesResults & InvestmentPartnershipsMarketing: Social MediaDoorDashStart UpsFood DeliveryAssociatesHy-VeeRegional GroceryGoogleTechnology & InnovationShoppersBrick and MortarPredictions and ForecastsMarketing: In StoreUbereatsData & InsightsAhold Delhaize 0 Saving Bookmark this article Bookmarked
Channel: Delivery Rideshare drivers plan airport strike on Valentine’s Day The demonstration against Uber, DoorDash, Lyft, and others is organized by the industry association Justice for App Workers Supermarket News February 13, 2024February 13, 2024 < 1 min read Food DeliveryDoorDashAssociates 0 Saving Bookmark this article Bookmarked
Channel: Grocery Ahold Delhaize USA Jumps Into Bed With DoorDash 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 […] MorningNewsBeat February 8, 2024February 8, 2024 2 min read Ahold DelhaizeFood DeliveryDoorDashRegional GroceryShoppersPartnershipsOmnichannelConsumersDept. GroceryDeliveryBrick and MortarTechnology & InnovationInstacartExecutivesPredictions and ForecastsFreshDirectOwned Brands (Private Label)Restaurants 0 Saving Bookmark this article Bookmarked
Channel: Delivery Instacart, DoorDash and Uber up their grocery ante Uber’s grocery and retail vertical generated $7 billion in annualized gross bookings in its fourth quarter, while Ahold Delhaize’s U.S. banners are linking with DoorDash. Grocery Dive February 8, 2024February 8, 2024 < 1 min read InstacartFood DeliveryDoorDashDeliveryAhold Delhaize 0 Saving Bookmark this article Bookmarked
Channel: Grocery DoorDash coming to all Ahold Delhaize banners The grocery retail group said they expect to have the service rolled out to all chains by March Supermarket News February 7, 2024February 7, 2024 < 1 min read Ahold DelhaizeFood DeliveryDoorDash 0 Saving Bookmark this article Bookmarked
Technology & Innovation Looking a Customer Ahead Restaurants Should Utilize Robotic Food Delivery 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 […] Grocerant Guru February 5, 2024February 5, 2024 4 min read Technology & InnovationTech: RoboticsFood DeliveryDept. GroceryShoppersRestaurantsDeliveryAITrends: TechData & InsightsBrick and MortarAssociatesOperations & Supply ChainStore LocationPackagingPartnershipsConsumersCustomer ExperienceExecutivesTech: CashierlessMarketing: BrandHealth & WellnessMarketing: UGCPredictions and ForecastsPepsiCoResults & InvestmentAmazonDept. FreshMarketing: Loyalty & SubscriptionSustainabilityDoorDashAutonomous VehiclesCOVID19Dept. FrozenDept. FuelUnilever 0 Saving Bookmark this article Bookmarked
Channel: Specialty & Other Despite Challenging 2023, Tractor Supply Plans 90+ Store Openings This Year 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 […] Retail TouchPoints February 2, 2024February 2, 2024 < 1 min read Tractor Supply CompanyBrick and MortarPredictions and ForecastsMarketing: Social MediaFood DeliveryDoorDashDept. PetDeliveryResults & InvestmentTargetSustainabilityPartnershipsOperations & Supply ChainExecutives 0 Saving Bookmark this article Bookmarked
Channel: Delivery DoorDash offers to deliver every product advertised during Super Bowl The promotion asks consumers to pay close attention in order to crack a secret code contained in a spot airing during the big game. MarketingDive February 1, 2024February 1, 2024 < 1 min read Holiday & EventsPricing & PromotionsFood DeliveryDoorDashConsumers 0 Saving Bookmark this article Bookmarked
Department: Food Can Grocerant Niche Meals and Meal Components Save the Grocery Store 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 […] Grocerant Guru January 26, 2024January 26, 2024 4 min read Dept. GroceryDept. Fresh PreparedDept. DeliConsumersDeliveryData & InsightsFood DeliveryDept. PerimeterDept. FreshBrick and MortarRestaurantsMarketing: Social MediaDept. BakeryUbereatsTikTokThick DataTechnology & InnovationStore LocationPricing & PromotionsPredictions and ForecastsDept. DairyKrogerGrubhubDoorDashWalmartDept. ApparelDept. Adult BevAssociates 0 Saving Bookmark this article Bookmarked
Channel: Delivery DoorDash to hike fees in New York City The fee increase applies only to restaurants due to minimum wage rule Supermarket News January 26, 2024January 26, 2024 < 1 min read Food DeliveryDoorDashRestaurants 0 Saving Bookmark this article Bookmarked
Channel: Delivery DoorDash adds Hispanic grocer to roster The e-commerce company is offering delivery from nearly 200 La Michoacana stores across Texas and Oklahoma. Grocery Dive January 19, 2024January 19, 2024 < 1 min read Food DeliveryDoorDashDeliveryBrick and Mortar 0 Saving Bookmark this article Bookmarked
Channel: Delivery DoorDash now partnering with La Michoacana Meat Market It will offer grocery delivery from nearly 200 stores in Texas and Oklahoma Supermarket News January 19, 2024January 19, 2024 < 1 min read PartnershipsFood DeliveryDoorDashDept. FreshDeliveryBrick and Mortar 0 Saving Bookmark this article Bookmarked
Channel: Ecommerce & Digital Worth Reading: Ode To A Dying Breed The Atlantic has a piece by Michael Graff, who writes about how he worked as a pizza delivery driver a quarter-century ago while in college, and how that experience seems to compare with that of current DoorDash and Uber Eats drivers. An excerpt: “Today, drivers deliver not just pizza but basically anything you want. Such […] MorningNewsBeat January 18, 2024January 18, 2024 < 1 min read DeliveryTechnology & InnovationPredictions and ForecastsUbereatsFood DeliveryDoorDash 0 Saving Bookmark this article Bookmarked
Department & Category Food Focused Convenience Stores Looking A Customer Ahead Driving top-line sales and bottom-line profits is important for anyone in business today. However, with competition increasing and electric vehicles garnering share of market convenience stores must now focus more on foodservice as a way to increase customer frequency than gasoline. According to Steven Johnson Grocerant Guru® at Tacoma, WA based Foodservice Solutions® “Grocerant […] Grocerant Guru January 6, 2024January 6, 2024 5 min read Dept. GroceryDeliveryConsumersData & InsightsShoppersFood DeliveryMarketing: Social MediaRestaurantsBrick and MortarPredictions and ForecastsCOVID19EconomyExecutivesThick DataCustomer ExperienceCompetitionStrategyMeta (Facebook)UbereatsTwitterDept. FreshData VisualizationResults & InvestmentPricing & PromotionsDept. FuelDoorDashESG and CSRGrubhubDept. BeverageUnilever 0 Saving Bookmark this article Bookmarked
Channel: Delivery DoorDash sets sights on grocery growth [[“value”:”The delivery company’s CEO says its maintaining a high bar for new acquisitions”]] Supermarket News January 2, 2024January 2, 2024 < 1 min read Food DeliveryDoorDashExecutivesDelivery 0 Saving Bookmark this article Bookmarked
Channel: Delivery DoorDash shares top 10 ordered foods over the last 10 years With the holidays upon us and as we move into the new year, even more consumers will use delivery for their hosting needs. Supermarket Perimeter December 14, 2023December 14, 2023 < 1 min read Food DeliveryDoorDashConsumersHoliday & EventsDelivery 0 Saving Bookmark this article Bookmarked
Channel: Mass Walmart+ ad spending is beating out Amazon Fresh, others Year-over-year increase was also ahead of competitors like Instacart and DoorDash. Walmart+ has dramatically increased its ad spending when compared to the same period in 2022. According to Insider Intelligence, Walmart+ increased its advertising budget by 87% from January through September, compared to the same time frame last year. Instacart had a 69% year-over-year bump in […] Supermarket News December 14, 2023December 14, 2023 < 1 min read WalmartMarketing: Loyalty & SubscriptionDept. FreshAmazonInstacartFood DeliveryDoorDashDelivery 0 Saving Bookmark this article Bookmarked
Channel: Delivery Two Cali grocers partner with DoorDash, adding on-demand delivery [[“value”:”The grocers include San Francisco’s Gus’s Community Market and Santa Cruz-based natural and organic grocer New Leaf Community Markets”]] Supermarket News December 11, 2023December 11, 2023 < 1 min read PartnershipsFood DeliveryDoorDashDeliveryDept. Natural / OrganicHoliday & EventsHealth & Wellness 0 Saving Bookmark this article Bookmarked
Department: Food Grocerant Niche Holiday Meal Deals Check them Out Regular readers of this blog know that Winsight grocery magazine is being rolled into Supermarket News. Last week Russell Redman wrote another very good article for about grocery stores that are offering mix and match bundled grocerant niche Ready-2-Eat and Heat-N-Eat meal deals that save the consumer both time and money. According to Steven […] Grocerant Guru December 10, 2023December 10, 2023 5 min read Holiday & EventsDept. FreshDept. GroceryRegional GroceryData & InsightsDept. BeverageTargetAlbertsons / SafewayDept. Fresh PreparedDept. DairyBOPISDept. DeliHealth & WellnessDept. Natural / OrganicDept. BakeryDeliveryConsumersShoppersThe Fresh MarketBrick and MortarDept. FuelMarketing: Social MediaMarketing: Loyalty & SubscriptionDept. FrozenFood DeliveryInstacartDept. PerimeterDoorDashEconomyInternational - UKTwitterMerchandisingNestleOwned Brands (Private Label)Pricing & PromotionsStrategyDept. Adult BevUbereats 0 Saving Bookmark this article Bookmarked
Channel: Grocery Acquisitions, Divestitures & Mergers Trends & External Forces Court sets late August start date for hearing on Kroger-Albertsons merger A federal judge in Oregon will decide during the proceeding whether to grant the FTC’s request to block the transaction. Written by Grocery Dive March 12, 2024March 14, 2024 Saving Bookmark this article Bookmarked
Media & Marketing Channel: Restaurants Department & Category Department: Consumer Durables Department: Food Department: Nonfood ESG Media & Marketing Data & Insights Shopper & Customer Technology & Innovation Trends & External Forces Merchandising Kids Like to Go Out to Eat ask Chuck E. Cheese 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 […] Written by Grocerant Guru March 11, 2024March 14, 2024 Saving Bookmark this article Bookmarked
Channel: Grocery Corporate Finance Publix reports 49% growth in net earnings in FY23 US supermarket chain Publix has reported net earnings of $4.3bn in FY23, marking a 49% increase from FY22’s $2.9bn. The post Publix reports 49% growth in net earnings in FY23 appeared first on Retail Insight Network. Written by Retail Insights Network March 8, 2024March 8, 2024 Saving Bookmark this article Bookmarked
Channel: Mass Corporate Finance Media & Marketing Agencies & Vendors Data & Insights Trends & External Forces Target Q4 2023 Earnings Recap 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 […] Written by The Harvest Group March 8, 2024March 8, 2024 Saving Bookmark this article Bookmarked
Trends & External Forces CPG: Food Channel: Ecommerce & Digital Channel: Grocery Channel: Mass Department & Category Department: Beverage Department: Food Department: HBC Acquisitions, Divestitures & Mergers Corporate Strategy Corporate Finance ESG Partnerships & Alt Profit Media & Marketing Data & Insights Shopper & Customer Technology & Innovation Trends & External Forces Retail Operations Associates & Employees Operations & Supply Chain Owned Brands (Private Label) Stores & Formats Kroger Reports Fourth Quarter and Full-Year 2023 Results, Announces Guidance for 2024 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. Written by Kroger March 7, 2024March 8, 2024 Saving Bookmark this article Bookmarked