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Instacart: Smart Carts, Theft, and ROI Challenges

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InstacartMaplebearThe KrogerAmazonAldiCostco WholesaleUberDoorDashNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksLow Cost OperatorsMarketplaces & PlatformsConsumer DiscretionaryConsumer StaplesInformation TechnologyIndustrialsCommunication Services
Oct 8, 2025

Fever-Tree and Premium Mixer Shelf Space

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Fevertree Drinks•GB•Small CapThe KrogerWalmartMolson Coors BeverageBrand EquityUnique IP & BrandsConsumer Staples
Feb 17, 2025

Amazon Robotics: Sparrow, Sequoia & Automation Economics

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Amazon•US•Mega CapTargetWalmartPDD HoldingsThe KrogerFanucNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryConsumer StaplesInformation TechnologyIndustrials
Jan 21, 2025

Ocado Solutions: Customer Painpoints & Sales Process

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Ocado Group•GB•Small CapThe KrogerMorrisonsTescoOEMs w/ Installed BaseConsumer Staples
Jul 29, 2024

Ocado Technology, Kroger & Online Grocery Economics

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Ocado Group•GB•Small CapThe KrogerTescoJ SainsburyOEMs w/ Installed BaseConsumer Staples
Jul 15, 2024

Amazon Fresh, Whole Foods, & US Online Grocery

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Amazon•US•Mega CapOcado GroupWalmartThe KrogerNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksOEMs w/ Installed BaseConsumer DiscretionaryConsumer Staples
Jan 12, 2024

Sainsbury's, Tesco, & UK Dark Grocery Stores

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J Sainsbury•GB•Mid CapTescoOcado GroupThe KrogerOEMs w/ Installed BaseConsumer Staples
Jul 16, 2021

Dematic, Ocado, & Centralised vs Decentralised Online Grocery Fulfilment

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Ocado Group•GB•Small CapThe KrogerOEMs w/ Installed BaseConsumer Staples
Apr 11, 2021

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