Latest / Omni Talk Retail / Amazon's UK Partnership With GoPuff Signals Marketplace Strategy Shift | Fast Five Shorts
Transcript
- 0:00Amazon
- 0:00has
- 0:00rolled
- 0:01out
- 0:0115
- 0:01minute
- 0:01grocery
- 0:02deliveries
- 0:02to
- 0:02cities
- 0:03across
- 0:03the
- 0:03UK
- 0:04after
- 0:05striking
- 0:05a
- 0:05national
- 0:06partnership
- 0:06with
- 0:06rapid
- 0:07delivery
- 0:07firm
- 0:08Gopuff.
- 0:09According
- 0:09to
- 0:09a
- 0:10retail
- 0:10Gazette,
- 0:10the
- 0:11ultra
- 0:11fast
- 0:11service
- 0:12first
- 0:12trialed
- 0:12in
- 0:13Birmingham.
- 0:14Birmingham,
- 0:14like
- 0:14I
- 0:14said,
- 0:15Birmingham.
- 0:15And
- 0:16I
- 0:16do
- 0:16try
- 0:16to
- 0:16pull
- 0:17out
- 0:17my
- 0:17Ben,
- 0:17my
- 0:17best
- 0:18Ben
- 0:18Miller
- 0:18impersonation.
- 0:19And
- 0:19Salford
- 0:20in
- 0:20May
- 0:20is
- 0:21now
- 0:21available
- 0:21in
- 0:21cities
- 0:22including
- 0:22London,
- 0:22Manchester,
- 0:23Liverpool,
- 0:24Leeds,
- 0:24Cardiff,
- 0:25Bristol
- 0:25and
- 0:25Sheffield.
- 0:26If
- 0:26you're
- 0:26keeping
- 0:26score
- 0:27at
- 0:27home,
- 0:27Amazon
- 0:28customers
- 0:28can
- 0:28now
- 0:29order
- 0:29groceries,
- 0:29cleaning
- 0:30products,
- 0:30baby
- 0:30supplies
- 0:31and
- 0:31alcohol24.7
- 0:33via
- 0:33a
- 0:33retailer's
- 0:34website
- 0:34or
- 0:34app
- 0:34with
- 0:34delivery
- 0:35speeds
- 0:35of
- 0:35as
- 0:35little
- 0:35as
- 0:3615
- 0:36minutes
- 0:37in
- 0:37some
- 0:37areas.
- 0:38The
- 0:38move
- 0:38is
- 0:39powered
- 0:39by
- 0:39GoPuff's
- 0:40network
- 0:40of
- 0:40micro
- 0:41fulfillment
- 0:41centers
- 0:42strategically
- 0:42located
- 0:43close
- 0:43to
- 0:43customers
- 0:44to
- 0:44enable
- 0:44near
- 0:45instant
- 0:45delivery.
- 0:46The
- 0:47tie
- 0:47up
- 0:47adds
- 0:47the
- 0:47online
- 0:48giant's
- 0:48growing
- 0:48roster
- 0:49of
- 0:49grocery
- 0:50partners,
- 0:51including
- 0:51Morrisons
- 0:52Co
- 0:52Op
- 0:53and
- 0:53Iceland,
- 0:54as
- 0:54the
- 0:54e
- 0:54commerce
- 0:55giant
- 0:55steps
- 0:56up
- 0:56its
- 0:56focus
- 0:56on
- 0:57convenience
- 0:57and
- 0:57speed
- 0:58in
- 0:58the
- 0:58competitive
- 0:58UK
- 0:59grocery
- 0:59market.
- 1:00And,
- 1:00and
- 1:00my
- 1:01question
- 1:01for
- 1:01you,
- 1:01do
- 1:01you
- 1:02think
- 1:02Amazon's
- 1:03UK
- 1:03partnership
- 1:03with
- 1:04GoPuff
- 1:04says
- 1:04more
- 1:04about
- 1:05the
- 1:05state
- 1:05of
- 1:05Amazon
- 1:06or
- 1:06the
- 1:07state
- 1:07of
- 1:07Gopuff?
- 1:08I
- 1:08mean
- 1:09I
- 1:09immediately
- 1:10thought
- 1:11like,
- 1:11what's
- 1:12poor
- 1:12Gopuff?
- 1:13Like
- 1:13they
- 1:13must
- 1:14be
- 1:14in
- 1:14some
- 1:14dire
- 1:15straits
- 1:15here
- 1:15that
- 1:15they're
- 1:16just
- 1:16like,
- 1:16well,
- 1:16we're
- 1:17just
- 1:17going
- 1:17to
- 1:17white
- 1:17label
- 1:17for
- 1:18Amazon
- 1:18now,
- 1:18like
- 1:19it's
- 1:19a
- 1:19business
- 1:20model,
- 1:20but
- 1:20it
- 1:21certainly
- 1:21is
- 1:21quite
- 1:22a
- 1:22departure
- 1:22from
- 1:23where
- 1:23they
- 1:23were,
- 1:23you
- 1:24know,
- 1:24two
- 1:25or
- 1:25three
- 1:25or
- 1:25however
- 1:26many
- 1:26grocery
- 1:26shops
- 1:27ago
- 1:27that
- 1:27was
- 1:27where
- 1:27they
- 1:27were
- 1:28on
- 1:28stage
- 1:28talking
- 1:28about
- 1:29how
- 1:29they
- 1:29were
- 1:29going
- 1:29to
- 1:29dominate
- 1:30the
- 1:31delivery
- 1:31space,
- 1:31especially
- 1:32the
- 1:32rapid
- 1:32delivery
- 1:33space.
- 1:33So
- 1:34for
- 1:34me,
- 1:34I,
- 1:35I,
- 1:35I
- 1:36question
- 1:37what
- 1:37this
- 1:37does
- 1:37for
- 1:38GoPuff
- 1:38in
- 1:38the
- 1:39long
- 1:39run
- 1:39because
- 1:40they
- 1:40are
- 1:40losing
- 1:41all
- 1:41the
- 1:41customer
- 1:42data
- 1:42to
- 1:42Amazon.
- 1:43Like
- 1:43the,
- 1:44all
- 1:44the,
- 1:44all
- 1:44the
- 1:44value
- 1:45of
- 1:45this
- 1:45is
- 1:46going
- 1:46away.
- 1:47And,
- 1:47and
- 1:47so
- 1:47it
- 1:48just
- 1:48seems
- 1:48like
- 1:48can
- 1:48the
- 1:49Gopuff
- 1:49model
- 1:50still
- 1:50sustain
- 1:50itself
- 1:51on
- 1:51just
- 1:52being
- 1:52a
- 1:52white
- 1:52label
- 1:52delivery
- 1:53provider?
- 1:54And
- 1:55especially
- 1:55when
- 1:55you
- 1:55think
- 1:55about
- 1:56who
- 1:56we're,
- 1:56we're
- 1:57talking
- 1:57about
- 1:57here
- 1:57now
- 1:58with
- 1:58Amazon
- 1:58and
- 1:59I
- 1:59think
- 1:59that's
- 1:59the
- 1:59question
- 2:00that
- 2:00I
- 2:00have,
- 2:00like,
- 2:01do
- 2:01they
- 2:01get
- 2:01to
- 2:01test
- 2:02the
- 2:02logistics
- 2:02and
- 2:02the
- 2:03validity
- 2:03of
- 2:0315
- 2:03minute
- 2:04delivery
- 2:04and
- 2:04the
- 2:04need
- 2:05here
- 2:05without
- 2:05building
- 2:06their
- 2:06own
- 2:06network?
- 2:07Yes,
- 2:07this
- 2:07is
- 2:07a
- 2:08huge
- 2:08value
- 2:08to
- 2:09them,
- 2:09but
- 2:09I
- 2:10have
- 2:10to
- 2:10imagine
- 2:10that
- 2:11once
- 2:11they
- 2:11figure
- 2:11this
- 2:12out,
- 2:12they're
- 2:13just
- 2:13going
- 2:13to
- 2:13learn
- 2:14everything
- 2:14from
- 2:15Copuff,
- 2:15replicate
- 2:16it
- 2:16for
- 2:16themselves
- 2:16in
- 2:17some
- 2:17way
- 2:17and
- 2:17then
- 2:18either
- 2:18figure
- 2:18out
- 2:19it,
- 2:19a
- 2:19it's
- 2:20not
- 2:20financially
- 2:20feasible,
- 2:21we're
- 2:21going
- 2:21to
- 2:21shut
- 2:21it
- 2:21down,
- 2:22or
- 2:22B
- 2:22we'll
- 2:23just
- 2:23do
- 2:23this
- 2:23better
- 2:24ourselves.
- 2:24I,
- 2:24I
- 2:25don't
- 2:25see
- 2:25this
- 2:26as
- 2:26like
- 2:26a
- 2:26lasting
- 2:27partnership,
- 2:27but
- 2:28what
- 2:28do
- 2:28you,
- 2:28where
- 2:28do
- 2:28you
- 2:29land
- 2:29on
- 2:29it?
- 2:29What
- 2:29do
- 2:30you
- 2:30think
- 2:30that
- 2:31that's
- 2:31interesting.
- 2:31And
- 2:31one
- 2:32point,
- 2:32one
- 2:32point
- 2:32of
- 2:32clarification
- 2:33for
- 2:33the
- 2:33audience
- 2:33too.
- 2:33It
- 2:33was
- 2:34a
- 2:34little
- 2:34unclear,
- 2:34like,
- 2:34how
- 2:34this
- 2:35is
- 2:35actually
- 2:35from
- 2:35the
- 2:35article
- 2:36is
- 2:36a
- 2:36little
- 2:36unclear
- 2:36on
- 2:36how
- 2:37this
- 2:37actually
- 2:37shows
- 2:37up
- 2:37on
- 2:38Amazon.
- 2:38Like,
- 2:38I'm,
- 2:39I
- 2:39think
- 2:39given
- 2:39the
- 2:40allusions
- 2:40to
- 2:41Morrisons
- 2:41and,
- 2:42and
- 2:42co
- 2:42op
- 2:42and
- 2:43stuff,
- 2:43like,
- 2:43I
- 2:43think
- 2:44it
- 2:44probably
- 2:44shows
- 2:44up
- 2:44as
- 2:45like
- 2:45on
- 2:45their
- 2:45marketplace,
- 2:46like
- 2:46GoPuff
- 2:46is
- 2:46the
- 2:46vendor,
- 2:47but
- 2:47I
- 2:47don't,
- 2:47I
- 2:47don't
- 2:48know
- 2:48for
- 2:48sure.
- 2:48So
- 2:48I
- 2:49don't
- 2:49know
- 2:49if,
- 2:49you
- 2:49know.
- 2:49It
- 2:50said
- 2:50that
- 2:50you
- 2:50go
- 2:50to
- 2:51Amazon,
- 2:51right?
- 2:52You
- 2:52go
- 2:52to
- 2:52Amazon,
- 2:52you
- 2:53order,
- 2:53you.
- 2:53Go
- 2:53to
- 2:53Amazon,
- 2:55but
- 2:55it's
- 2:56hard
- 2:56to
- 2:56tell.
- 2:56So,
- 2:57but
- 2:57I
- 2:57think,
- 2:57you
- 2:57know,
- 2:58I
- 2:58think
- 2:58it
- 2:58says
- 2:58a
- 2:58lot
- 2:59about
- 2:59both,
- 2:59but
- 3:00I
- 3:00think
- 3:00it
- 3:00says
- 3:00more
- 3:01about
- 3:01Amazon,
- 3:01you
- 3:02know,
- 3:02for
- 3:02Gopuff,
- 3:03you
- 3:03know,
- 3:03it's
- 3:03like
- 3:04you're
- 3:04saying
- 3:04they
- 3:04can't
- 3:04make
- 3:04it
- 3:05alone.
- 3:05They
- 3:05need,
- 3:05they
- 3:06need
- 3:06the
- 3:06scale
- 3:06to
- 3:07make
- 3:07their
- 3:07delivery
- 3:07model
- 3:08even
- 3:08work
- 3:08at
- 3:08a
- 3:08profit.
- 3:09From
- 3:09a
- 3:09profit
- 3:09perspective
- 3:10is
- 3:10my
- 3:10guess,
- 3:10which
- 3:11is
- 3:11not
- 3:11a
- 3:11surprise
- 3:11to
- 3:12anyone.
- 3:13For
- 3:13Amazon,
- 3:14though,
- 3:14like,
- 3:15I
- 3:15think
- 3:15there's
- 3:15some
- 3:15interesting
- 3:16angles
- 3:16here
- 3:16which
- 3:17I
- 3:17potentially
- 3:17disagree
- 3:18with
- 3:18you
- 3:18a
- 3:18little
- 3:18bit,
- 3:18or
- 3:18not
- 3:18not
- 3:19disagree
- 3:19with
- 3:19you,
- 3:19but
- 3:19I
- 3:20think
- 3:20there's
- 3:20some
- 3:20extensions
- 3:20here
- 3:21that
- 3:21we
- 3:21have
- 3:21to
- 3:21think
- 3:21about.
- 3:22I
- 3:22mean,
- 3:22it
- 3:22tells
- 3:23me
- 3:23they're
- 3:23definitely
- 3:23taking
- 3:23the
- 3:23marketplace
- 3:24approach
- 3:24in
- 3:25the
- 3:25uk,
- 3:25you
- 3:26know,
- 3:26which
- 3:26again,
- 3:27like,
- 3:27we've
- 3:27asked
- 3:27on
- 3:28the
- 3:28show,
- 3:28like,
- 3:28why
- 3:28are
- 3:28the
- 3:29grocers
- 3:29signing
- 3:29up
- 3:29for
- 3:29this?
- 3:30That's
- 3:30my
- 3:30number
- 3:30one
- 3:31question,
- 3:31like,
- 3:31why
- 3:31are
- 3:31you
- 3:32giving
- 3:32Amazon
- 3:32this
- 3:33position
- 3:33of
- 3:33strength?
- 3:34But
- 3:34number
- 3:35two,
- 3:35why
- 3:36is
- 3:36Amazon
- 3:36having
- 3:36so
- 3:37much
- 3:37trouble
- 3:37going
- 3:37direct
- 3:38and
- 3:38establishing
- 3:39a
- 3:39grocery
- 3:39foothold
- 3:40in
- 3:40the
- 3:40market,
- 3:40similar
- 3:40to
- 3:41the
- 3:41trouble
- 3:41they're
- 3:41having
- 3:41over
- 3:42here
- 3:42in
- 3:42the
- 3:42States?
- 3:42So
- 3:43that's
- 3:43the
- 3:44one
- 3:44thing
- 3:44where
- 3:44I'm
- 3:44like,
- 3:45okay,
- 3:45can
- 3:45they
- 3:46ever
- 3:46really
- 3:46go
- 3:46direct?
- 3:47I
- 3:47mean,
- 3:47if
- 3:47they're
- 3:47doing
- 3:48this,
- 3:48like,
- 3:49you
- 3:49know,
- 3:49they're,
- 3:49they're
- 3:50using
- 3:50the
- 3:50marketplace
- 3:50partners
- 3:51to
- 3:51help
- 3:51them
- 3:51reach
- 3:52the
- 3:52market.
- 3:52But
- 3:52like,
- 3:53the
- 3:53idea
- 3:53of
- 3:53going
- 3:54direct
- 3:54eventually,
- 3:55I
- 3:55don't
- 3:55know
- 3:56if
- 3:56that's
- 3:56their
- 3:56game
- 3:56because.
- 3:57And
- 3:57we'll
- 3:57talk
- 3:57about
- 3:58this
- 3:58more
- 3:58in
- 3:58headline
- 3:595.
- 3:59I'm
- 4:00wondering
- 4:00if
- 4:00they're
- 4:00actually
- 4:00setting
- 4:01this
- 4:01up
- 4:01more
- 4:01for
- 4:01like
- 4:01an
- 4:02agentic
- 4:02AI
- 4:03play
- 4:03where
- 4:03they
- 4:03have
- 4:03the
- 4:04stable
- 4:04of
- 4:04grocers
- 4:05online
- 4:05and
- 4:06then
- 4:06they
- 4:06can,
- 4:06you
- 4:07know,
- 4:07mix
- 4:07and
- 4:07match
- 4:08people
- 4:08and
- 4:08delivery
- 4:09times
- 4:09and
- 4:09expectations
- 4:10to
- 4:11that
- 4:11for
- 4:11them.
- 4:12And
- 4:12they're
- 4:12kind
- 4:12of
- 4:12saying,
- 4:13you
- 4:13know
- 4:13what,
- 4:13we
- 4:13don't
- 4:13want
- 4:13to
- 4:14be
- 4:14in
- 4:14this
- 4:14logistics
- 4:15game,
- 4:15especially
- 4:15in
- 4:15this
- 4:16market,
- 4:16but
- 4:16let's
- 4:17start
- 4:17thinking
- 4:17about
- 4:17the
- 4:18next
- 4:18wave
- 4:18of
- 4:18how
- 4:19customers
- 4:19are
- 4:19going
- 4:19to
- 4:20interact
- 4:20for
- 4:20groceries
- 4:21with
- 4:21us.
- 4:22And
- 4:22let's
- 4:23start
- 4:23to
- 4:23put
- 4:23in
- 4:23the
- 4:23infrastructure
- 4:24for
- 4:24that.
- 4:25And
- 4:25we'll
- 4:25talk
- 4:26more
- 4:26about
- 4:26that
- 4:26in
- 4:26Headline
- 4:27five
- 4:27particularly.
- 4:27But,
- 4:28but
- 4:28I
- 4:29think
- 4:29that's,
- 4:29that's
- 4:30potentially
- 4:31the
- 4:31one
- 4:31thing
- 4:31I'm
- 4:31like,
- 4:32maybe
- 4:32there's
- 4:33like
- 4:33a
- 4:33different
- 4:33endgame
- 4:34here
- 4:34that
- 4:34just
- 4:34isn't
- 4:35as
- 4:35obvious.
- 4:36Hmm.
- 4:36I
- 4:36haven't
- 4:36thought
- 4:37about
- 4:37that.
- 4:37So
- 4:37you
- 4:38think
- 4:38that
- 4:38Amazon.
- 4:39So
- 4:40Amazon
- 4:41would
- 4:41be
- 4:41like
- 4:41taking
- 4:42multiple
- 4:42groceries
- 4:43orders
- 4:44for
- 4:44different
- 4:44things.
- 4:45You
- 4:45just
- 4:45order
- 4:46it
- 4:46all
- 4:46through
- 4:47Amazon
- 4:47and
- 4:48then
- 4:48it
- 4:48all
- 4:48arrives
- 4:49at
- 4:49different
- 4:49times
- 4:50based
- 4:50on
- 4:50when
- 4:50they're
- 4:51doing
- 4:51the
- 4:51pickups.
- 4:52Yeah,
- 4:52especially
- 4:53when
- 4:53you
- 4:53think
- 4:53about
- 4:53the
- 4:53value
- 4:54of
- 4:54Amazon,
- 4:54which
- 4:54is
- 4:55always
- 4:55about
- 4:55selection
- 4:55and
- 4:56price.
- 4:56So
- 4:56you
- 4:56get
- 4:56the
- 4:56agentic
- 4:57AI
- 4:57agents
- 4:58working
- 4:58for
- 4:58you
- 4:58to
- 4:59do
- 4:59your
- 4:59grocery
- 4:59shopping
- 5:00and
- 5:00can
- 5:00find
- 5:00the
- 5:00lowest
- 5:01price
- 5:01of
- 5:01whatever
- 5:01item
- 5:02you're
- 5:02looking
- 5:02for
- 5:03and
- 5:03has
- 5:04a
- 5:04selection
- 5:04and
- 5:05can
- 5:05get
- 5:05you
- 5:05the
- 5:05delivery
- 5:06speed
- 5:06that
- 5:06you
- 5:06want
- 5:06to
- 5:06do.
- 5:07You
- 5:07want
- 5:0715
- 5:07minutes,
- 5:07you
- 5:07want
- 5:08next
- 5:08day,
- 5:08you
- 5:08want,
- 5:09you
- 5:09know,
- 5:09two
- 5:09day,
- 5:10whatever
- 5:10it
- 5:10is.
- 5:10I
- 5:10think
- 5:11that's
- 5:11potentially
- 5:12the
- 5:12idea
- 5:12here
- 5:12that
- 5:14I
- 5:14think
- 5:14it's
- 5:14something
- 5:14we
- 5:15need
- 5:15to
- 5:15be
- 5:15thinking
- 5:15about
- 5:15more
- 5:16consciously
- 5:16than
- 5:16we
- 5:17probably
- 5:17are
- 5:17when
- 5:17we
- 5:18read
- 5:18the
- 5:18headline.
- 5:18Just
- 5:19on
- 5:19its
- 5:19face
- 5:19value.
- 5:20Right?
- 5:21Yeah,
- 5:21hadn't
- 5:22even
- 5:22thought
- 5:22about
- 5:22that.
- 5:23It's
- 5:23one
- 5:23of
- 5:23the
- 5:23beauties
- 5:24of
- 5:25doing.
- 5:25This
- 5:25show,
- 5:26having
- 5:26epiphanies
- 5:27in
- 5:27the
- 5:27moment.
- 5:29Yes.