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The Future of Retail: Innovations in Grocery and Quick Commerce · The Retail Podcast

• 0:00
  It's interesting actually the speed at which we see think
• 0:02
  people want stuff delivered that isn't necessarily where it was
• 0:04
  like two or three years ago. You know, we've seen all of
• 0:06
  these startups come and go. They were trying to create, you
• 0:09
  know, grocery, quick commerce, etcetera, promising like 10
• 0:12
  minute deliveries. And obviously with things like
• 0:13
  this weekly IPO, you know there is a real market, some places
• 0:17
  for like 10 minute delivery, but in other places where maybe
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  there's a slightly higher cost of labour, I don't think that's
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  really practical. Paul, thank you so much for
• 0:37
  giving up your day and coming into our glorious studio.
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  Obviously, I've, I've known you for a while.
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  So, but for the folks that who don't know you, could you just
• 0:46
  tell us about who you are, who you work for, what actually LED
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  you to here as well? I'd love to, you know, take that
• 0:52
  from you as well. Yeah.
• 0:53
  OK, and be an introduction to me then.
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  So my name is Paul Wilkinson. I'm a director of product of
• 0:59
  delivery, where I look after some of the partner tech,
• 1:00
  especially for our grocery and retail partners.
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  Now grocery and retail is really what I've built my career out
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  of. I'm an innovation in grocery in
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  particular. I spent 10 years at Tesco.
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  Most of that was in the labs team building that up from, you
• 1:12
  know, just a few people to what it became.
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  And then I spent a couple of years at Amazon working on
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  Alexa, also doing like grocery shopping predominantly for the
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  US market, but also for the UK and kind of bringing all that
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  experience together in delivery now to help partners.
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  And but for me, a partner is a grocer or a retailer help them
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  do rapid delivery. So getting basically fairly
• 1:31
  small baskets to customers really quickly.
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  You must have seen so many different innovations and
• 1:38
  technologies and, and pitches from startups just from the days
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  I used to work with you when you were at Tesco's in the labs.
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  I'm just curious in terms of from what you're seeing now from
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  an innovation perspective, what have you seen recently that's
• 1:53
  made you think, Oh my God, that's or if you have something
• 1:56
  that's really stood out for you? That's a really hard question.
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  It's really interesting. You're right.
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  I've seen so many different ideas over the years.
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  Everything you know, from people wanting to hang trolleys from
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  the ceiling through to, you know, the things that you're
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  more familiar with, like the just walk out of store tech.
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  And what have I seen recently that's really interesting.
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  I think what's really interesting is now this scale at
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  which some of the things that we've talked about for a long
• 2:16
  time are now actually happening. They're still not happening like
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  everywhere. But one of my favourites over a
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  long period of time has been like drone delivery, right?
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  The, the consumer value that you get from a, you know, a delivery
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  in like 3 minutes and two, you know, your back garden or your
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  front garden or whatever I think is fascinating.
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  And we've gone from a world where we sort of talked about it
• 2:33
  being possible to now where if you go to the right parts of the
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  world, and we're talking about, I think the Gold Coast in
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  Australia or, you know, the right part of, you know,
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  America, there are now like thousands of these deliveries
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  happening every day. Even in Ireland, right in
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  Dublin, we've got Manor who the little star up there doing some
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  really cool stuff. And it's getting to that point
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  now where like people have proven that it can work at
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  scale. What hasn't really happened yet
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  is the regulatory reform to allow it to happen everywhere it
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  would be suitable. Like it's never going to work in
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  places like The Shard, right, where we are now.
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  But in suburbia where people have gardens, which is a huge
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  amount of the developed niche, the developed world, then that
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  definitely is, you know, I think that's really exciting that
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  we're going to the point now where it definitely works.
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  The customer proposition is amazing.
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  You go and see these things fly, like they genuinely work.
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  And we actually, you know, you can see that being a big part of
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  the future. Now it's gone completely out of
• 3:23
  my mind quick. Commerce What?
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  Do you I'm just curious because Deliveroo are obviously the
• 3:30
  expert in getting things to people quickly.
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  Have you seen anything from like your consumer, what customers
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  actually want, right. So drone delivery, maybe you
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  know, if it it's still being delivered by drink because it's
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  this whole carbon energy conversation about using
• 3:47
  different forms of energy to get things to people.
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  But I'm just curious from your perspective, from a customer
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  perspective, what are you seeing that customers want?
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  What? The customers want delivered
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  really quickly I guess is the question.
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  Yeah, I mean it's interesting actually the speed at which we
• 4:04
  see people want stuff delivered that isn't necessarily where it
• 4:07
  was like two or three years ago. You know, we've seen all of
• 4:09
  these startups come and go. They were trying to create, you
• 4:11
  know, grocery, quick commerce, etcetera, promising like 10
• 4:15
  minute deliveries. And in places like India,
• 4:17
  obviously with things like this weekly IPO, you know, there is a
• 4:19
  real market, some places for like 10 permanent delivery, But
• 4:23
  in other places where maybe there's a slightly higher, you
• 4:26
  know, cost of labour, I don't think that's really practical.
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  So, you know, quick, the word quick is even, you know, it's a
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  bit of a blur, right? It's that how fast do people
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  think? Like we had to find that people,
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  you know, groceries that half an hour is a pretty quick delivery
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  still. And people are really keen for
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  that. And then like non food items, it
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  maybe gets into more like maybe 45 minutes an hour is perfectly
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  acceptable and still very quick compared to like next day.
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  But what do people want? I mean, people just want, I
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  mean, groceries, the first thing people want, right, Food, you
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  know, especially imagine you've got little kids in the house who
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  don't want to leave. You need some more food like
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  that sort of stuff. We get a lot of distress
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  purchases. You know, you get a lot of
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  people getting, you know, snacks or they might have run out of
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  wine at a dinner party, that sort of thing.
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  But more and more now we're getting, you know, larger
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  baskets, people just doing general top up shops, you know,
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  people just buying like dinner, all this stuff they need for
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  lunch and breakfast tomorrow or that sort of thing.
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  So basket sizes, you know, are constantly getting a little bit
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  bigger. And we're seeing the range of
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  partners on the platform that support that support that too,
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  like some of the largest supermarkets now on when, you
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  know, it started in convenience stores.
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  When you think about how it's what you said, it's the shopping
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  mission that drives the delivery.
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  I think if I replayed back what you're saying, it's not
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  necessarily customers are saying I want it in 15 minutes, I need
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  it in five. It's that mission that you want
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  to, if it's a distress purchase and you need something for your
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  baby at 3:00 at night, yeah, OK, maybe you want it there in 15,
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  but 30 minutes will will, you know, will be good enough.
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  So it's not, I guess it's not about getting there faster, I
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  guess is the question that I'm thinking you don't.
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  Customers are not screaming at delivery.
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  We want it. There in 5 minutes.
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  No, that's completely right. Like getting it in half an hour
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  is more than fast enough for most people in most situations.
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  Yeah. There's not many cases where if
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  you've run out of milk, you need it, like, immediately.
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  Otherwise it's the end of the world.
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  Is there? Like, you get a cold, too?
• 6:13
  Yeah. Well, exactly.
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  You probably wait. You know, you can wait another
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  10 minutes for that cup of tea, can't you?
• 6:17
  Yeah. Or just boil the cat again.
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  Well. In terms of AI, what's your,
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  what's your perspective on AI and how I, I guess in two parts
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  for getting delivered roof, roof for a second, how do you think
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  AI can help grocers? Because you must have seen the
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  struggles that grocers have with making sense of, I mean shelf
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  edge data. So where do you see AI in
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  grocery? I mean, I guess AI in grocery,
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  depending on what you mean by the phrase AI is without getting
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  tied down in discussion about the definition, I think really
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  it's about like how do you automate decisions in a
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  business? And if you look at the grocers,
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  especially in the UK where they're very developed, very
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  competitive, they're already using systems to make a lot of
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  decisions, you know, whether that's on like store ordering,
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  you know, just making sure products get on the shelf.
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  So I think all of that will will get better, you know, we'll
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  approve, you know, companies will apply newer and newer
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  techniques to make that better and picture like the amount of
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  effort that a lot of the retailers already put into
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  things like knowing when the school holidays are, because
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  that impacts how much stuff people buy and that impacts the
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  availability of on the shelf. This kind of just goes back to
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  like in retail, you know, there's a bunch of like original
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  problems which are never fully solved, but we're always looking
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  to get better and better at things like on shelf
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  availability. You know, people don't like to
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  queue, people don't like it when stuff blocks the aisles in the
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  store. You know, they're very grocery
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  ones, right? But those are definitely a world
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  of like basic problems which have never really gone away.
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  And you can apply AI to get, you know, a better result for
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  customers, for those. And I think that's what it's all
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  about at the end of the day. You know, we're trying to drive
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  availability for customers, trying to make sure they can get
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  what they want. And, you know, AI will have a
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  large part to play in that. And it already does, right?
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  Like if you look at, you know, most retailers in the UK already
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  use very systems driven ordering systems.
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  You know, some of them are a bit late again than others.
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  Some have only adopted it in the last sort of five or six years.
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  For some, it's been there since like the 80s and, you know, used
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  to be mainframe driven, right? You know what I'm talking about.
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  So I think that is, you know, a huge part of grocery retail,
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  especially in the more mature competitive markets.
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  Yeah. In terms of when you look at
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  future in store integrations and and and technology, I assume
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  delivery integrates seamlessly into the the order management
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  systems for retailers. Would you see the future of
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  this? I mean, are we, are we going to
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  look at, I don't know, delivery checkouts within stores?
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  Well, yeah, I I just see technology integration in the
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  future. Interesting.
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  So like the integration with retail partners is one of my
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  teams, right. So this is an area very close to
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  my heart and there's a good question, good question.
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  So an event is there's a broad spectrum today and we're not
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  going to name any names, right. But there are partners already
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  who send us almost real time stock information to the
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  delivery system so that when you're on the app and you order
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  a product, you know you're going to get it, right.
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  Obviously that accurate, that information is not always 100%
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  accurate. And really with grossers, you
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  know it's impossible, right? Even the best ones in the world
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  are never 100% accurate on their stock.
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  Sorry to interrupt you. Is there an industry average for
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  that like you know, in terms of accuracy of stock, is there an
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  industry average like is it in 9890?
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  Nine, nowhere near the 90 eights and 99 that's Oh yeah, yeah,
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  yeah. The most good retailers are good
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  at most good groceries that can get you know well above 90%.
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  But it still varies massively between them and people.
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  Some are better than others are keeping the stock on the shelf
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  and that is all down to their implementation of their systems,
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  how good the supply chains are, how mature that is.
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  And that's probably that's very much AUK based view of the world
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  as well. Yeah, certainly my experience
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  when you go a bit more further afield that we've got partners
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  in the Middle East, partners in the Far East, you know, in the
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  different markets that we're in and it's not, you know, the
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  world isn't homogeneous. I also know from working with a
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  lot of like US retailers or speaking to a lot of US
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  retailers over the years, not near my current role, that
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  actually some of them, you know, just because they have the, the
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  nature of the market they're in aren't quite as advanced to
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  that. So I would say like 90% is a
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  pretty good number to aim for. I got you.
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  In terms of obviously from when delivery was launched to now the
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  market has exploded with competitors or trying to mirror
• 10:19
  copy what what you guys have successfully done.
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  What's the secret there that you're constantly pushing the
• 10:24
  boundaries of delivery and you're innovating in this area?
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  Is there? Is there a secret source to
• 10:29
  that? It's a great question.
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  I think it really is about the culture.
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  And like if you look at Will, who's the founder of Liveroo,
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  he's still the CEO, you know, so we still very much feel like a
• 10:37
  founder LED business, even though there's now thousands of
• 10:39
  people in head office, right? And he is all about like the get
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  up and go, like how do you own this problem?
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  How do you innovate? How do you drive this?
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  Because like fundamentally we are not the biggest players in
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  this market, right? There are a couple of other
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  companies out there, especially like in the markets that we're
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  in that are huge and the best way to compete with him is to
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  innovate. And that's exciting, right?
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  But there are a whole bunch of things that delivery was done
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  first that really have like set the standard there as well.
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  Even I guess the concept of delivering food from restaurants
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  in the 1st place. I think we are now 12 1/2 years
• 11:08
  old as a business. Like, you know, delivery was one
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  of the very first ones to do that.
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  And I think that mindset has stayed with us.
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  In fact, one of the really great stats I heard recently that Will
• 11:16
  was really proud of is that at least I think something like 60
• 11:19
  people from Deliveroo have gone on to found their own
• 11:21
  businesses. Do you think it is like Will's
• 11:24
  super proud of that and quite rightly too?
• 11:25
  That just shows how like innovative and how sort of sell
• 11:28
  starter and pushing the branches you want to be as a business.
• 11:30
  I think it's exciting. What do you think if you if you
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  were going to become, you know, like chief delivery officer for
• 11:37
  a major grocery, what would be the things that they need to do
• 11:40
  to be better at it? Yeah.
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  So I think if I think about the future of grocery, right, if you
• 11:46
  want to do a large shop and you've got, you know, a big
• 11:48
  basket and you what you really need is the efficiency to like
• 11:51
  fulfil that order, then you need to be sending a van on a milk
• 11:54
  round. You know, that sort of thing,
• 11:55
  like delivery was not set up to bring you like baskets and
• 11:58
  baskets of stuff or a whole trolley load of shopping, right.
• 12:01
  Yeah. But at the same time, those vans
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  are not set up to bring you one green tray.
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  If you do the minimum order quantity on one of the online
• 12:07
  platforms, you know, they are almost certainly losing money
• 12:09
  when they send it to you. So I think the the future really
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  is like a mix of these different things, right?
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  It's a mix of how do you use your own platform where that
• 12:16
  makes the most sense and how do you use somebody else's platform
• 12:19
  where that makes sense too. But if you.
• 12:21
  Were going to create imagine I'm a new customer and I'm coming to
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  you. What are the three things that I
• 12:26
  would need to have in place or should be focused on to make
• 12:30
  sure I can maximise my delivery for customers?
• 12:32
  So if you really wanted to join the platform today and you
• 12:34
  wanted to be a successful and straight away, then you really
• 12:38
  need to have, you know good product information, right?
• 12:40
  I mean, that's the cornerstone of any online selling business,
• 12:43
  you know, good pictures, good metadata.
• 12:45
  The second thing you really need is an integration into your
• 12:48
  system, right? And I would say that because I
• 12:49
  look after the integration team, right?
• 12:51
  But if you don't have that integration into your own like
• 12:53
  point of sale and financial systems, then it's there's a lot
• 12:56
  of efforts that you have to put in manually.
• 12:58
  It's much easier if you can integrate that.
• 13:00
  And then the third thing is back to this inventory, right?
• 13:02
  If you haven't, if you don't know where your stock is, then I
• 13:05
  really struggle as to how you run your retail Business Today,
• 13:07
  especially with a grocery, right?
• 13:08
  I know we can talk a little bit differently when it comes to
• 13:10
  general merchandise, but for grocery you need to know where
• 13:13
  your stock is. And if you know those three
• 13:14
  things, if you've got that capabilities, then getting on
• 13:17
  deliveries quite easily, especially if you want to sell
• 13:19
  tonnes of stuff, but you can do it quite manually as well,
• 13:22
  right? Like we've got tonnes of small
• 13:25
  and medium sized businesses now that just do it.
• 13:27
  You know, they just have it manually.
• 13:28
  They maybe they put the items through the till separately.
• 13:30
  That doesn't really work if you're like a Morrison's or a
• 13:33
  Waitrose or a Yeah, But if you're, you know, Ally's grocery
• 13:38
  shop, you can probably do that, right?
• 13:39
  Yeah, there's. Probably a few Ally's grocery
• 13:42
  shops out there anyway in terms of it's.
• 13:44
  Quite a lot of Paul's bakeries and nothing to do with that.
• 13:48
  In terms of your, again, delivery has been really, really
• 13:52
  successful within customer experience in terms of creating
• 13:56
  that seamless customer experience.
• 13:59
  But you've also been incredibly good at doing that across
• 14:01
  territories, right across different.
• 14:04
  Again, what's the secret there? What, what are you, what are you
• 14:08
  doing that's allowing you to sort of drive that seamless
• 14:11
  customer experience? How do you achieve consistency
• 14:14
  on that scale? I mean, I think a lot of the
• 14:17
  stuff about their customer experience is just focusing on
• 14:19
  the customer, right? Making sure you're solving
• 14:20
  problems for the customer, listening to your customers,
• 14:23
  right? Not forgetting that really
• 14:25
  that's the whole reason is you didn't, you know, you wouldn't
• 14:27
  have a business if it wasn't for the customer.
• 14:29
  So many businesses like fall down on this, right?
• 14:31
  They become, you know, a financial accounting business or
• 14:33
  a property business business without really focusing on the
• 14:36
  customer. You know, it's certainly
• 14:37
  something I learned a lot about at Amazon as well.
• 14:39
  You know, you always have to have the empty chair in the
• 14:41
  meeting room. That's where the customer sits,
• 14:43
  right? You've got to really think from
• 14:45
  the customer point of view. And like, if you're launching
• 14:47
  something, you think, actually, if I was a customer, would I
• 14:49
  really use this? Is it or not?
• 14:50
  Is it a bit rubbish? Then don't ship that right?
• 14:52
  And just it's about having that self-discipline to say, well,
• 14:54
  look, here's what we're building here.
• 14:56
  Is it actually, you know, useful and usable?
• 14:58
  Is it going to get used and got to make sure you keep your bar
• 15:01
  really high, make sure you're always innovating for the
• 15:03
  customer on there half and then you know, I think that will
• 15:06
  follow. Delivery has been has a pedigree
• 15:08
  in food. Are you, what's the future?
• 15:11
  Are you looking at different categories?
• 15:12
  I think you already have some relationships with traditional
• 15:16
  retailers. But yeah, tell me a little bit
• 15:17
  about where you see the future of the categories that Delivery
• 15:20
  will be serving. Up until recently, you know, we
• 15:23
  were very much a food business, a restaurant business.
• 15:25
  I guess that's how delivery started, right?
• 15:26
  With Will delivering stuff himself from restaurants in the
• 15:29
  Covent Garden area because he saw a gap in the market.
• 15:32
  I think it was 2018 that we started with Co-op on the
• 15:34
  grocery journey, right? So it's quite a while ago now,
• 15:37
  but obviously that really accelerated during the pandemic.
• 15:39
  And then about a year ago we started bringing some non
• 15:42
  grocery retail brands onto the platform as well.
• 15:44
  And they continue to to launch. So now we've got, you know, like
• 15:47
  Screwfix, B&Q, Wilco, even Anne Summers, actually, you can buy
• 15:52
  products now and the perfume shop everything that so on and
• 15:57
  so on, right? But the number of things that we
• 15:59
  sell is like it's, it's almost crazy in some ways, right?
• 16:01
  The number of people are buying like silicon sealant on
• 16:04
  Deliveroo in numbers that you would be surprised by, right?
• 16:07
  I think like Zia Weiss, it's like dear.
• 16:10
  You're gonna say them for doing Yeah.
• 16:11
  You're like, and like it's tradies.
• 16:12
  It's people doing DIY themselves and stuff as well.
• 16:14
  So like the number of things that we sell now is, you know,
• 16:17
  it's unusual for things like that.
• 16:18
  Also things even think like candles, right?
• 16:20
  People like buying a bottle of champagne and a candle from the
• 16:23
  supermarket accidents and sending that as a gift, right?
• 16:25
  Like because, you know, we've got good coverage and we can
• 16:28
  send, if you've forgotten to send someone a gift, you can
• 16:31
  deliver them a bottle of champagne and a candle from the
• 16:33
  supermarket, right? And that's better than nothing.
• 16:35
  Yeah. It's quite a good gift, really.
• 16:36
  Yeah. So, yeah, broadening out the
• 16:38
  categories is really interesting and something that we continue,
• 16:41
  you know, continue to do. What's really interesting as
• 16:44
  well is in some of the different markets that we're in is at a
• 16:45
  different sort of place. So actually in Dubai now,
• 16:48
  probably the leading market in the Middle East for this, you
• 16:51
  can order almost anything in the delivery app, right?
• 16:53
  We've got like Lego and Toys-R-Us and like you can buy
• 16:56
  phones, you can buy, you know, you name it, pretty much like,
• 16:59
  so our company mission now is like we bring the High Street to
• 17:01
  you, or I've put, it's a, I've broken that there.
• 17:03
  But we bring everything in your, in your High Street to you.
• 17:06
  And if you go in at Dubai Mall now actually, and it's not just
• 17:10
  delivery riders there obviously because there is competition.
• 17:12
  But I remember being there 1 morning a couple of months ago
• 17:15
  and I took a picture because all I can see in the mall was riders
• 17:19
  and like drivers and not real customers.
• 17:21
  It was in the morning before it got really busy.
• 17:23
  But there was actually a significant number of people in
• 17:25
  there doing those deliveries. And there is like so much is
• 17:28
  available on those platforms in that market now that I think
• 17:30
  that is like a glimpse of where everything else is going.
• 17:33
  Final question, when you look at Paul's looking glass into the
• 17:37
  future, what are the three things that you think are going
• 17:41
  to disrupt, let's say sector in general, unless you want to
• 17:46
  specifically answer it for grocery, but within the retail
• 17:50
  sector, what are the three things that you think they're
• 17:52
  going to cause the biggest? Disruptions.
• 17:54
  So I think the first one is the move to online generally and
• 17:57
  I'll talk about some of the implications I think that has in
• 17:59
  the longer term future. 2nd is the availability of data and how
• 18:03
  that's just increasing and how, you know, new mechanisms for
• 18:07
  getting that. And then third, and I almost
• 18:08
  said this right at the beginning about what have I seen recently
• 18:10
  that excited me is I'm going to go with self driving cars,
• 18:13
  right? Because on the trip of San
• 18:15
  Francisco recently believable. Yeah.
• 18:17
  And and I say that as a person who has seen these things
• 18:19
  develop over the years and has been in them and so on and so
• 18:21
  on. But it's just really feels like
• 18:23
  it's turned the corner now. So let's go back to the start of
• 18:25
  that one then. And the first one is, you know,
• 18:28
  the shift to online, right? I can't see a world in the long
• 18:32
  term future where anyone goes into a store and buys toilet
• 18:35
  roll. It just feels a bit like, why
• 18:37
  would you do that? Like it's, you know, there are
• 18:40
  other categories where that applies to you too, where people
• 18:42
  don't really browse. They sort of they buy what's on
• 18:44
  offer, right? So there's a whole bunch of
• 18:46
  categories like that where no one really cares about what
• 18:49
  they're buying. And I'm sure that upsets those
• 18:51
  are brand people and so on, but they just want something that's
• 18:54
  functional and they definitely don't need to look at it on a
• 18:56
  shelf. Yeah, right.
• 18:57
  So I think there's a world where all of that stuff goes online
• 18:59
  and most of it eventually gets automated as well, right.
• 19:02
  So these things just, they're coming to your house at a
• 19:04
  convenient time through some convenient mechanism.
• 19:06
  I think that's inevitable. I think that means that actually
• 19:09
  the convenience stores then shift a bit more towards fresh.
• 19:11
  Now that's a tricky balance because all the fresh stuff is
• 19:14
  more expensive, has higher waste, you know, it's a bit
• 19:16
  harder to manage, but potentially gets you back
• 19:18
  towards, you know, the whole bakery, butcher, green grocer
• 19:21
  sort of idea because all the other stuff will be online and
• 19:24
  automated. So that's my, you know, picture
• 19:26
  of the future of stores. I think bit controversial,
• 19:29
  probably will take a long time for that to happen.
• 19:30
  But if you look at a lot of the growth, certainly if if you look
• 19:34
  at over a longer time scale, like the last sort of 10 or 15
• 19:36
  years, all the growth has been inconvenienced and online and
• 19:40
  you can see that continuing. I think yes, in the last few
• 19:42
  couple of years, superstores have had a really great time
• 19:44
  again and so on. There's been growth there too,
• 19:46
  but that for me is the longer term view.
• 19:49
  So that means the formats are going to change, but anyway.
• 19:51
  As you said, there's. Going to be a.
• 19:52
  All those and then you get into like dark stores and how does
• 19:55
  that fit in? And you know, there's not that
• 19:56
  many dark stores around the place.
• 19:58
  We've got some small ones. Some of the bigger grocers have
• 20:00
  got some big ones. But yeah, it does shift to how
• 20:02
  the whole model might work. But I think that for me, that's
• 20:05
  a an inevitable long term direction.
• 20:08
  It's not going to mean though, that all these big stores shut
• 20:10
  down because this is the sort of thing that will take place over
• 20:12
  like a generation or probably more than a generation, right.
• 20:15
  So yeah. So it has nothing.
• 20:16
  The second one was the availability of data, right?
• 20:19
  Like this is comes from a few different angles, right?
• 20:21
  And we've seen a lot of things like Instacart with their caper
• 20:23
  carts recently. And you know, when everyone
• 20:25
  knows about Amazon, just walk out.
• 20:27
  And you know, I worked on the Trego stuff at Tesco.
• 20:29
  So there's a huge amount of stuff there, which is gathering
• 20:31
  more data in a store. And that really in the end gets
• 20:34
  you better availability. But it also gets into like the
• 20:37
  AI things we talked about earlier.
• 20:38
  How do you improve all that? Ultimately, we're just trying to
• 20:41
  make sure the customer can get what they want right.
• 20:43
  But I think that is being quite disruptive and especially in
• 20:46
  places where they've never been particularly good at making sure
• 20:49
  they had their availability in the 1st place, right.
• 20:51
  You know, and you can go into quite a few UK supermarkets now.
• 20:53
  I think I was in a Morrison's recently where they had the
• 20:55
  little focal cameras that point down at the shelves.
• 20:57
  Yeah, you know, that's just more data, right?
• 20:59
  That helps with availability. So there's lots of examples of
• 21:02
  that around. And I think we'll see that
• 21:03
  continue. Smart cards and stuff as well,
• 21:05
  inevitably just feeds the data machine.
• 21:08
  OK, cool. Brilliant listen.
• 21:09
  Fantastic.