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
Corporate Finance ‘BNPL’ Being Used By Young People For Daily Essentials NBC News reports that “buying now and paying later is still a popular way to splurge on airfare to Cabo. It’s an increasingly common way to buy groceries and lawn furniture, too. “Consumers ages 35 and under comprise 53% of ‘buy now, pay later’ users but just 35% of traditional credit card holders, according to […] MorningNewsBeat March 13, 2024March 13, 2024 2 min read Trends: FinanceBNPLResults & InvestmentInstacartConsumersTechnology & InnovationShoppersPredictions and ForecastsDept. NonfoodDelivery 0 Saving Bookmark this article Bookmarked
Channel: Delivery IGA announces new national partnership with Instacart The partnership is intended to make it easier for IGA’s U.S. member stores to access Instacart’s technologies, insights, and benefits Supermarket News March 12, 2024March 12, 2024 < 1 min read InstacartPartnershipsDeliveryData & InsightsBrick and Mortar 0 Saving Bookmark this article Bookmarked
Shopper & Customer The Power of Mobile Apps for Grocery Stores Online grocery shopping has skyrocketed in popularity over the last four years. Today, major grocery store chains like Kroger and Albertsons offer mobile apps to their customers for easy ordering or delivery. Separately, third-party services such as Instacart work with shoppers to get their groceries delivered to their homes. This convenience and efficiency have turned […] Lawrence Snapp March 12, 2024March 12, 2024 3 min read ConsumersTechnology & InnovationAIShoppersOperations & Supply ChainThick DataMarketing: In StorePricing & PromotionsDeliveryMarketing: TradeBrick and MortarPredictions and ForecastsDept. NonfoodInstacartExecutivesKrogerAlbertsons / SafewayMarketing: Loyalty & SubscriptionRegional GroceryMarketing: Direct & Personalization 0 Saving Bookmark this article Bookmarked
Channel: Delivery Three grocers add Instacart Storefront tech Canseco’s Market, Harps Foods, and Price Chopper launch websites via the delivery service’s online platform 0 Author Missing March 10, 2024March 10, 2024 < 1 min read InstacartDeliveryTechnology & InnovationRegional Grocery 0 Saving Bookmark this article Bookmarked
Channel: Delivery Three Regional Grocers Tap Instacart to Power Ecommerce Sites Canseco’s Market, Harps Foods and Price Chopper have joined the 600+ retail banners using Instacart Storefront to support their ecommerce sites. The solution features built-in catalog services and automated marketing campaigns as well as flexible fulfillment solutions that allow retailers to choose the model that works best for their stores. “We’ve come a long way […] Retail TouchPoints March 6, 2024March 6, 2024 2 min read InstacartDeliveryRegional GroceryDept. GroceryExecutivesOperations & Supply ChainMarketing: Social MediaBrick and MortarPricing & PromotionsMarketing: Retail MediaMerchandisingMarketing: Loyalty & SubscriptionPredictions and ForecastsPartnershipsDept. NonfoodMarketing: TradeMarketing: PrintMarketing: In StoreDept. FreshShoppersAssociates 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: Delivery Upshop’s new tool connects grocers with Instacart gig workers Last-minute worker shortages can tap third-party delivery workers for fulfillment 0 Author Missing February 29, 2024February 29, 2024 < 1 min read InstacartAssociatesDelivery 0 Saving Bookmark this article Bookmarked
Channel: Delivery Fidji Simo In 2023, Fidji Simo delivered Instacart to the public markets as a profitable company. CNBC February 28, 2024February 28, 2024 < 1 min read InstacartDelivery 0 Saving Bookmark this article Bookmarked
Channel: Delivery Ahold Delhaize, Instacart make pledges to White House anti-hunger initiative The companies’ commitments build on the grocery industry’s efforts to address hunger and boost access to food. Grocery Dive February 27, 2024February 27, 2024 < 1 min read InstacartAhold DelhaizeDeliveryDept. Grocery 0 Saving Bookmark this article Bookmarked
Channel: Delivery Pardon the Disruption: Evaluating Instacart’s next act The closely-watched tech company has a history of turning adversity into opportunity. Will it be able to overcome investor apathy and uncertain growth prospects? Grocery Dive February 20, 2024February 20, 2024 < 1 min read InstacartDeliveryTechnology & Innovation 0 Saving Bookmark this article Bookmarked
Channel: Mass SN Top 10: Kroger, Walmart, Instacart top the Week’s headlines In this week’s recap of the Top 10 most popular Supermarket News articles, the top story was Colorado sues to block Kroger, Albertsons merger. Colorado Attorney General Phil Weiser announced that the state is suing to block the $24.6 billion Kro Supermarket News February 20, 2024February 20, 2024 < 1 min read InstacartKrogerWalmartDeliveryRegional GroceryMergersAlbertsons / Safeway 0 Saving Bookmark this article Bookmarked
Channel: Delivery Instacart partners with American Cancer Society to provide grocery stipends The society will use Instacart Health Fresh Funds to support 1,000 families Supermarket News February 17, 2024February 17, 2024 < 1 min read InstacartDeliveryPartnershipsHealth & WellnessDept. Fresh 0 Saving Bookmark this article Bookmarked
CPG & FMCG Thursday Eye-Opener: Progress? by Kevin Coupe You may have noticed in recent weeks a commercial for Instacart that features a man being able to place his grocery order from a remote location: Clever ad. Though, as it happens, not all that different from a TV commercial from a quarter century ago that thematically was exactly the same – […] MorningNewsBeat February 15, 2024February 15, 2024 < 1 min read DeliveryMarketing: Social MediaInstacartUnileverTechnology & InnovationStore LocationPredictions and ForecastsMarketing: BroadcastAhold Delhaize 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 Instacart Cuts 250 Jobs as Stock Falls Instacart, the grocery delivery retailer, made a new move on Tuesday, slashing about 250 jobs, which amounts to approximately 7% of its workforce. RetailWire February 14, 2024February 14, 2024 < 1 min read InstacartDeliveryAssociates 0 Saving Bookmark this article Bookmarked
Channel: Delivery Instacart reports strong Q4, highlights investments in customer incentives The company says it has overhauled its discount and promotion strategy to help reactivate existing users and attract new ones. Grocery Dive February 14, 2024February 14, 2024 < 1 min read InstacartShoppersDeliveryStrategy 0 Saving Bookmark this article Bookmarked
Channel: Delivery Instacart Cuts Jobs, Reorganizes Leadership The Information reports that “Instacart said on Tuesday that it is cutting 250 jobs, or 7% of its workforce, and disclosed three top executives resigned. The grocery delivery app unveiled news of the restructuring alongside a 6% increase in revenue to $806 million for the fourth quarter … Instacart said it handled 70.1 million orders, […] MorningNewsBeat February 14, 2024February 14, 2024 < 1 min read InstacartDeliveryShoppersExecutivesTechnology & InnovationPredictions and ForecastsMarketing: BroadcastGoogleAssociates 0 Saving Bookmark this article Bookmarked
Trends & External Forces Walmart Looks To Buy TV Maker To Bolster Ad Business The Wall Street Journal reports that “Walmart is shopping in the TV aisle to help grow its advertising business. The retail giant is in talks to buy smart television-manufacturer Vizio for more than $2 billion, according to people familiar with the situation. The move would give Walmart more places where it can sell ads and pitch […] MorningNewsBeat February 14, 2024February 15, 2024 2 min read WalmartMarketing: BroadcastMarketing: Retail MediaAmazonShoppersData & InsightsMeta (Facebook)CompetitionInstacartBest BuyPricing & PromotionsPredictions and ForecastsPartnershipsMarketing: Social MediaBrick and MortarKrogerGoogleConsumersDeliveryEconomyExecutivesWalmart Connect 0 Saving Bookmark this article Bookmarked
Channel: Delivery Instacart to lay off 250 workers, part ways with 3 execs The layoffs are part of a restructuring program that will help “flatten the organization” to focus on core initiatives, CEO Fidji Simo said in a letter to shareholders. Grocery Dive February 14, 2024February 14, 2024 < 1 min read InstacartExecutivesDeliveryAssociates 0 Saving Bookmark this article Bookmarked
Channel: Delivery Instacart cuts 250 jobs, COO departs The company’s stock dropped about 5% in after-hours trading, following Q4 earnings 0 Author Missing February 14, 2024February 14, 2024 < 1 min read InstacartExecutivesDeliveryResults & Investment 0 Saving Bookmark this article Bookmarked
Data & Insights Decoding the Algorithms of Amazon: Understanding How Consumer Demand Impacts Ecommerce It’s hard to remember, but before the roads were filled with Amazon trucks delivering our packages in two days or less, we used to drive to the store to shop for what we needed. Brick-and-mortar stores teamed up with brands to determine the optimal placement and positioning of products to entice consumers and their wallets. […] Retail TouchPoints February 13, 2024February 13, 2024 4 min read Technology & InnovationAIConsumersData & InsightsAmazonOperations & Supply ChainIndustry Conferences and EventsStrategyShoppersPredictions and ForecastsInstacartMerchandisingGoogleDeliveryWalmartMarketing: Social MediaOwned Brands (Private Label)Marketing: UGCUnileverBrick and MortarThick DataSustainabilityPartnershipsMarketing: Direct & PersonalizationMarketing: In StoreEconomy 0 Saving Bookmark this article Bookmarked
Data & Insights Jason & Scot Show Episode 317 Amazon Q4 and 2023 Results A weekly podcast with the latest e-commerce news and events. Episode 317 is deep dive into Amazons Q4 2023 results. Subscribe: Apple Podcasts Google Podcasts Spotify Podcast RSS SoundCloud TuneIn iHeartRadio Google Play Music Overcast Pocket Casts Facebook ????? Episode Summary: In this episode, Jason Goldberg and Scot Wingo dive deep into Amazon’s fourth-quarter results […] RetailGeek February 8, 2024February 8, 2024 2 min read Data & InsightsTechnology & InnovationAIAmazonIndustry Conferences and EventsWalmartPodcastsMarketing: Social MediaGoogleMeta (Facebook)Results & InvestmentPredictions and ForecastsDept. NonfoodDeliveryCOVID19TargetDept. FuelEconomyChatGPTShoppersMarketing: BroadcastStreamingDept. FreshBrick and MortarConsumersInstacartAutonomous VehiclesTwitterDept. BeveragePartnershipsOperations & Supply ChainDept. Adult BevHoliday & EventsDept. Pet 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: Delivery Instacart makes over a dozen grocers SNAP eligible for online orders Expansion broadens the delivery service’s reach to 96% of SNAP households 0 Author Missing February 4, 2024February 4, 2024 < 1 min read InstacartDeliveryConsumers 0 Saving Bookmark this article Bookmarked
Channel: Delivery Instacart partners with feds to promote food as medicine The partnership builds on the company’s Instacart Health Initiative Supermarket News February 4, 2024February 4, 2024 < 1 min read InstacartPartnershipsDeliveryDept. GroceryHealth & Wellness 0 Saving Bookmark this article Bookmarked
Channel: Delivery 5 things: When Instacart food photos go wrong Here’s 5 things you may have missed in grocery 0 Author Missing February 3, 2024February 3, 2024 < 1 min read InstacartDept. GroceryDelivery 0 Saving Bookmark this article Bookmarked
Channel: Delivery Instacart ramps up food-as-medicine efforts The grocery technology company recently started working with the U.S. Department of Health and Human Services and partnered with several higher-ed institutions. Dive Brief: Instacart announced Wednesday a new public-private partnership with the U.S. Department of Health and Human Services (HHS) that aims to find opportunities to support food-as-medicine programs, research, outreach and policy priorities that improve health outcomes and […] Grocery Dive February 1, 2024February 6, 2024 3 min read InstacartDept. GroceryDeliveryTechnology & InnovationHealth & Wellness 0 Saving Bookmark this article Bookmarked
Channel: Delivery Suit alleges that Instacart misled investors ahead of IPO The complaint claims that investors lost money by buying the company’s stock in its first days of trading because it overstated its prospects and downplayed risks it faces. Grocery Dive January 30, 2024January 30, 2024 < 1 min read InstacartStart UpsResults & InvestmentDelivery 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