Latest / Omni Talk Retail / Why Amazon's Fresh Food Delivery Won't Kill Walmart (Yet) | Fast Five Shorts
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- 0:00While
- 0:00we
- 0:00were
- 0:00on
- 0:00vacation.
- 0:01CHRIS
- 0:01Amazon
- 0:02added
- 0:02perishable
- 0:03foods
- 0:03to
- 0:03its
- 0:03same
- 0:04day
- 0:04delivery
- 0:05offering.
- 0:05According
- 0:05to
- 0:06Reuters,
- 0:06subscribers
- 0:07to
- 0:07Amazon.com's
- 0:08new
- 0:08Prime
- 0:08service
- 0:09can
- 0:09now
- 0:09get
- 0:10strawberries,
- 0:10milk,
- 0:11meats
- 0:11and
- 0:11frozen
- 0:12dinners
- 0:12on
- 0:12the
- 0:12same
- 0:13day
- 0:13that
- 0:13they
- 0:13order
- 0:13them.
- 0:14The
- 0:14new
- 0:14same
- 0:14day
- 0:15delivery
- 0:15service
- 0:15is
- 0:16free
- 0:16for
- 0:16prime
- 0:16members
- 0:17who
- 0:17pay
- 0:1814.99amonth
- 0:19or
- 0:20$139
- 0:21annually
- 0:22for
- 0:22orders
- 0:23over
- 0:23$25.
- 0:24Shoppers
- 0:25without
- 0:25a
- 0:25Prime
- 0:25membership
- 0:26can
- 0:26pay
- 0:27a
- 0:27$12.99
- 0:28fee
- 0:28or
- 0:29regardless
- 0:29of
- 0:29order
- 0:30size
- 0:30to
- 0:30use
- 0:31the
- 0:31new
- 0:31service.
- 0:31And
- 0:32as
- 0:32of
- 0:32last
- 0:32Wednesday,
- 0:33Amazon
- 0:33shoppers
- 0:33In
- 0:34more
- 0:34than
- 0:341,000
- 0:34US
- 0:35cities
- 0:35were
- 0:36able
- 0:36to
- 0:36obtain
- 0:37same
- 0:37day
- 0:37delivery
- 0:38of
- 0:38perishable
- 0:39food
- 0:39items
- 0:40and
- 0:40the
- 0:40company
- 0:40plans
- 0:41to
- 0:41expand
- 0:41the
- 0:41service
- 0:42to
- 0:422,300
- 0:43cities
- 0:43by
- 0:43the
- 0:43end
- 0:44of
- 0:44the
- 0:44year.
- 0:44Chris
- 0:45do
- 0:45you
- 0:45see
- 0:46Amazon
- 0:46Fresh
- 0:47same
- 0:47day
- 0:47delivery
- 0:48as
- 0:48a
- 0:48sizable
- 0:49direct
- 0:49threat
- 0:49to
- 0:50Walmart
- 0:50and
- 0:50Instacart?
- 0:52Wow.
- 0:53You
- 0:53know,
- 0:53and
- 0:53I,
- 0:54I'm
- 0:54going
- 0:54to
- 0:54take
- 0:54a
- 0:55little
- 0:55bit
- 0:55of
- 0:55a
- 0:55potentially
- 0:56surprising
- 0:56opinion
- 0:57on
- 0:57this
- 0:57one
- 0:57and
- 0:57I'm
- 0:57curious
- 0:58what
- 0:58you
- 0:58see,
- 0:58what
- 0:58you
- 0:59think
- 0:59too,
- 0:59because
- 0:59we
- 0:59haven't
- 1:00talked
- 1:00about
- 1:00this
- 1:00in
- 1:00adv.
- 1:01I
- 1:01don't
- 1:02really
- 1:02see
- 1:02it
- 1:02as
- 1:02a
- 1:02threat
- 1:03to
- 1:03either
- 1:03one.
- 1:03I
- 1:03don't
- 1:03really
- 1:04see
- 1:04it
- 1:04as
- 1:04a
- 1:04big
- 1:04threat
- 1:04to
- 1:04either
- 1:05one.
- 1:06And
- 1:06I
- 1:06say
- 1:06that
- 1:06for
- 1:06a
- 1:07couple
- 1:07of
- 1:07reasons.
- 1:07First,
- 1:08and
- 1:08I
- 1:08would
- 1:08give
- 1:08credit
- 1:09to
- 1:09my
- 1:09buddy
- 1:09Tom
- 1:10Furphy
- 1:10of
- 1:10Replenium
- 1:11because
- 1:12he
- 1:12pointed
- 1:12out
- 1:12this
- 1:12week
- 1:12in
- 1:13an
- 1:13article
- 1:13for
- 1:13Grocery
- 1:14Dive,
- 1:14he
- 1:14asked
- 1:15the
- 1:15question
- 1:15do
- 1:15consumers
- 1:16really
- 1:16want
- 1:16to
- 1:16combine
- 1:17their
- 1:17fresh
- 1:17orders
- 1:17with
- 1:18everything
- 1:18else
- 1:18they're
- 1:18getting
- 1:19from
- 1:19Amazon?
- 1:19You
- 1:19know,
- 1:20and
- 1:21I
- 1:21think
- 1:21he's
- 1:21right.
- 1:21I
- 1:22got
- 1:22to
- 1:22give
- 1:22him
- 1:22credit
- 1:22for
- 1:23that.
- 1:23I
- 1:23think
- 1:23the
- 1:23jury
- 1:23is
- 1:24still
- 1:24out
- 1:24on
- 1:24that.
- 1:24We
- 1:24actually
- 1:25don't
- 1:25know.
- 1:26And
- 1:27second
- 1:27of
- 1:27all,
- 1:28Walmart
- 1:29plus
- 1:29is
- 1:29still
- 1:30a
- 1:30much
- 1:30better
- 1:30value
- 1:31at
- 1:31$98
- 1:32per
- 1:32year,
- 1:32as
- 1:32I'm
- 1:32sure
- 1:33you'll
- 1:33attest
- 1:33to
- 1:33being
- 1:34the
- 1:34biggest
- 1:34Walmart
- 1:35plus
- 1:35super
- 1:35fan
- 1:35out
- 1:36there.
- 1:36And
- 1:36the
- 1:36other
- 1:37point
- 1:37is
- 1:37Walmart
- 1:38also
- 1:38still
- 1:38has
- 1:38a
- 1:39long
- 1:39standing
- 1:39reputation
- 1:40as
- 1:40an
- 1:41actual
- 1:41grocer.
- 1:42So
- 1:42I
- 1:42don't
- 1:43see
- 1:43conversion
- 1:43happening,
- 1:44you
- 1:44know,
- 1:44from
- 1:45Walmart
- 1:45either.
- 1:46So
- 1:46now,
- 1:47so
- 1:47then,
- 1:47so
- 1:47then
- 1:48that
- 1:48leaves
- 1:48the
- 1:48Instacart
- 1:48and
- 1:49the
- 1:49Doordash,
- 1:49you
- 1:49know,
- 1:49that
- 1:50whole
- 1:50lot.
- 1:50And
- 1:50so
- 1:51the
- 1:51difference
- 1:51between
- 1:52Walmart,
- 1:52there's
- 1:52a
- 1:52difference
- 1:53here
- 1:53though,
- 1:53because
- 1:53the
- 1:53difference
- 1:54between
- 1:54the
- 1:54Instacart
- 1:55and
- 1:55the
- 1:55DoorDash
- 1:56marketplaces
- 1:56and
- 1:57Amazon
- 1:57is
- 1:57that
- 1:58they're
- 1:58connected
- 1:58to
- 1:58the
- 1:59actual
- 1:59grocers
- 2:00from
- 2:00which
- 2:00consumers
- 2:01actually
- 2:01want
- 2:02to
- 2:02shop.
- 2:02And
- 2:02that
- 2:03already
- 2:03trust
- 2:04Amazon
- 2:04is
- 2:04just,
- 2:05it's
- 2:05just
- 2:06Amazon
- 2:06Grocery
- 2:07doesn't
- 2:07mean
- 2:07anything.
- 2:07It
- 2:08has
- 2:08no
- 2:08connotation
- 2:09for
- 2:09freshness,
- 2:10which
- 2:10is
- 2:10a
- 2:10big
- 2:10hurdle
- 2:11to
- 2:11get
- 2:11over,
- 2:12you
- 2:12know,
- 2:12to
- 2:12make
- 2:13this
- 2:13happen.
- 2:13So
- 2:14you,
- 2:14Amazon
- 2:14starts
- 2:15to
- 2:15build
- 2:15a
- 2:15reputation
- 2:16in
- 2:16groceries,
- 2:16so
- 2:17what?
- 2:17Provide
- 2:17incremental
- 2:18business?
- 2:19Yeah,
- 2:19but
- 2:19I
- 2:19think
- 2:20it's
- 2:20more
- 2:20of
- 2:20a
- 2:20threat
- 2:20to
- 2:21like
- 2:21the
- 2:21Gopuff
- 2:21players
- 2:22of
- 2:22the
- 2:22world
- 2:22than
- 2:22it
- 2:23is
- 2:23to
- 2:23like
- 2:23DoorDash,
- 2:24Instacart
- 2:24and
- 2:25Walmart.
- 2:26I
- 2:26just
- 2:26think
- 2:26there's
- 2:27more
- 2:27competitive
- 2:27moats
- 2:28at
- 2:28play
- 2:28here
- 2:28than
- 2:29people
- 2:29are
- 2:29probably
- 2:30thinking
- 2:30about.
- 2:30Like
- 2:31the
- 2:31other
- 2:31point
- 2:31I
- 2:31make,
- 2:31Dan
- 2:32Borger,
- 2:32Borgo
- 2:33said
- 2:34this
- 2:34on
- 2:34LinkedIn,
- 2:34he's
- 2:35like
- 2:35those
- 2:35trucks
- 2:36you
- 2:36see
- 2:36that
- 2:36Amazon's
- 2:37out
- 2:37delivering
- 2:37with,
- 2:38they're
- 2:38not
- 2:38going
- 2:38to
- 2:38be
- 2:38able
- 2:39to
- 2:39deliver
- 2:39frozen
- 2:39food.
- 2:40They're
- 2:40not
- 2:40equipped
- 2:40for
- 2:40that.
- 2:41So
- 2:41like
- 2:41this
- 2:41is
- 2:42a
- 2:42whole
- 2:42different
- 2:42set
- 2:42of
- 2:43infrastructure
- 2:43too
- 2:43that
- 2:44Amazon
- 2:44may
- 2:44or
- 2:45may
- 2:45not
- 2:45have
- 2:45the
- 2:45muscle
- 2:45to
- 2:46pull
- 2:46off.
- 2:46So
- 2:47I
- 2:47don't,
- 2:47I
- 2:48don't
- 2:48know.
- 2:48That's
- 2:48my
- 2:49take
- 2:49though.
- 2:49And
- 2:49what
- 2:49do
- 2:49you
- 2:49think
- 2:50though?
- 2:50Do
- 2:50you
- 2:50agree
- 2:50with
- 2:50me
- 2:50or
- 2:51disagree?
- 2:51Do
- 2:51you
- 2:51think
- 2:51it's,
- 2:52I'm
- 2:52guessing
- 2:52I
- 2:53kind
- 2:53of
- 2:53disagreeing
- 2:53with
- 2:53me
- 2:54based
- 2:54on
- 2:54the
- 2:54looks
- 2:55you're
- 2:55giving
- 2:55me
- 2:55on
- 2:55the
- 2:55video.
- 2:56I
- 2:56think
- 2:56the,
- 2:57it's,
- 2:57you
- 2:57know,
- 2:57I
- 2:57think
- 2:58it
- 2:58could
- 2:58be
- 2:58making
- 2:58a
- 2:58dent
- 2:59in
- 2:59the
- 2:59short
- 2:59term,
- 3:00especially
- 3:00based
- 3:00on
- 3:00the
- 3:00data
- 3:01that
- 3:01you
- 3:01shared
- 3:01in
- 3:01the
- 3:02retail
- 3:02daily
- 3:02minute
- 3:03from
- 3:03Jordan
- 3:03Burke's
- 3:03Tomorrow
- 3:04group.
- 3:04You
- 3:05know,
- 3:05as
- 3:05it
- 3:05is
- 3:06having
- 3:06some
- 3:06impact
- 3:06in
- 3:07these
- 3:07thousand
- 3:07cities
- 3:08that
- 3:08it's
- 3:08in
- 3:08right
- 3:08now.
- 3:09But
- 3:09I
- 3:10think
- 3:10that
- 3:10there's
- 3:10two
- 3:11reasons
- 3:11that
- 3:11this
- 3:12to
- 3:12me
- 3:12is
- 3:12not
- 3:12a
- 3:13long
- 3:13term
- 3:13threat.
- 3:14First,
- 3:14as
- 3:14you
- 3:15mentioned,
- 3:15you
- 3:15still
- 3:15have
- 3:16quality
- 3:16and
- 3:16the
- 3:16reliability
- 3:17hurdle
- 3:17to
- 3:18get
- 3:18over
- 3:18from
- 3:19grocery
- 3:19from
- 3:20Amazon.
- 3:20And
- 3:21while
- 3:21I
- 3:21think
- 3:21this
- 3:22free
- 3:22delivery
- 3:22for
- 3:22prime
- 3:23members
- 3:23might
- 3:24be
- 3:24a
- 3:24way
- 3:24to
- 3:24like
- 3:25start
- 3:25to
- 3:25get
- 3:25some
- 3:26early
- 3:26orders
- 3:26or
- 3:26to
- 3:27get
- 3:27people
- 3:27to
- 3:28experiment
- 3:28again
- 3:29or
- 3:29to
- 3:29revisit
- 3:30getting
- 3:30grocery
- 3:31delivery
- 3:31with
- 3:32their
- 3:32other
- 3:32items
- 3:33on
- 3:33Amazon.com
- 3:34I
- 3:35still
- 3:35don't
- 3:35know
- 3:35that
- 3:35when
- 3:36they
- 3:36get
- 3:36those
- 3:36items
- 3:37it's
- 3:37going
- 3:38to
- 3:38pay
- 3:38it
- 3:39off.
- 3:39And
- 3:39it's
- 3:40still
- 3:40like
- 3:40you
- 3:40mentioned,
- 3:41more
- 3:41expensive
- 3:42than
- 3:42a
- 3:43more
- 3:43reliable
- 3:43player
- 3:44like
- 3:44a
- 3:44Walmart
- 3:45Plus.
- 3:46Second,
- 3:46I
- 3:46think
- 3:46you
- 3:47have
- 3:47to
- 3:47think
- 3:47about
- 3:48how
- 3:48consumers
- 3:48are
- 3:49starting
- 3:49to
- 3:49search
- 3:49for
- 3:49things.
- 3:50And
- 3:50if
- 3:50you
- 3:50look
- 3:50at
- 3:50organic
- 3:51search
- 3:51behaviors
- 3:52over
- 3:52the
- 3:52last
- 3:52several
- 3:53years,
- 3:53especially
- 3:53when
- 3:54grocery
- 3:54products
- 3:54are
- 3:54involved,
- 3:55E
- 3:55marketers
- 3:56showed
- 3:56that,
- 3:56you
- 3:57know,
- 3:57product
- 3:57search,
- 3:58when
- 3:58grocery
- 3:59is
- 3:59a
- 4:00component
- 4:00of
- 4:00the
- 4:00order
- 4:01is
- 4:01increasing
- 4:02at
- 4:02a
- 4:02much
- 4:02more
- 4:03steady
- 4:03pace
- 4:03at
- 4:04Walmart
- 4:04than
- 4:04it
- 4:04is
- 4:05anywhere
- 4:05else.
- 4:06So
- 4:06Amazon
- 4:07may
- 4:07still
- 4:07lead,
- 4:08that
- 4:08might
- 4:08still
- 4:08be
- 4:08the
- 4:08place
- 4:09where
- 4:09people
- 4:09are
- 4:09going
- 4:09to
- 4:10search
- 4:10right
- 4:10now
- 4:11for
- 4:11that.
- 4:11You
- 4:11know,
- 4:11I
- 4:11need
- 4:12a
- 4:12phone
- 4:12charger
- 4:12or
- 4:13whatever.
- 4:14But
- 4:14I
- 4:14think
- 4:14that
- 4:15it's
- 4:15going
- 4:15to
- 4:15continue
- 4:16to
- 4:16lose
- 4:16share
- 4:17to
- 4:17places
- 4:18like,
- 4:18you
- 4:18know,
- 4:18LLM
- 4:19search
- 4:19engines
- 4:20or
- 4:20to
- 4:21Walmart.
- 4:21And
- 4:22that's
- 4:22where
- 4:23things
- 4:23are
- 4:24going
- 4:24to
- 4:24change.
- 4:24And
- 4:24I
- 4:24don't
- 4:25see
- 4:25this
- 4:25like
- 4:25long
- 4:26term
- 4:26payoff
- 4:26of
- 4:27Amazon's
- 4:27my
- 4:28go
- 4:28to
- 4:28for
- 4:28everything
- 4:29perishable,
- 4:30everything,
- 4:30you
- 4:31know,
- 4:31essentials
- 4:32product.
- 4:33I
- 4:33don't
- 4:34think
- 4:34it's
- 4:34enough
- 4:34to
- 4:35keep
- 4:35that
- 4:35momentum
- 4:36going
- 4:36for
- 4:36Amazon.
- 4:38Yeah,
- 4:38no,
- 4:38I,
- 4:39yeah,
- 4:39that,
- 4:39that's,
- 4:40it's
- 4:40really
- 4:40interesting.
- 4:40And
- 4:41that,
- 4:41that,
- 4:41that
- 4:42research
- 4:42study
- 4:42that
- 4:42you
- 4:42mentioned
- 4:43with
- 4:43Jordan
- 4:43Burke
- 4:44and
- 4:44Tomorrow
- 4:44Retail
- 4:44too,
- 4:45which
- 4:45I
- 4:45thought
- 4:45was
- 4:45really
- 4:45interesting
- 4:46and
- 4:46really
- 4:46good.
- 4:46Yeah,
- 4:47it's,
- 4:47you
- 4:48have
- 4:48to
- 4:48read
- 4:48between
- 4:48the
- 4:48lines
- 4:48on
- 4:49that
- 4:49article
- 4:49a
- 4:49little
- 4:49bit
- 4:49too
- 4:50though,
- 4:50because
- 4:50that
- 4:50was.
- 4:51And,
- 4:51and,
- 4:52and
- 4:52I'd
- 4:52love
- 4:52to
- 4:53get
- 4:53Jordan's
- 4:53opinion
- 4:53on
- 4:53this
- 4:53maybe
- 4:54when
- 4:54he
- 4:54sees
- 4:54the
- 4:54post
- 4:54on
- 4:55social
- 4:55media
- 4:55too.
- 4:55It
- 4:56seemed
- 4:56like
- 4:56that
- 4:56was
- 4:56more
- 4:56about
- 4:57like
- 4:57the
- 4:57household
- 4:58cleaning
- 4:58products
- 4:58and
- 4:59things
- 4:59like
- 4:59that
- 4:59that
- 5:00people
- 5:00are
- 5:00adding
- 5:01to
- 5:01their
- 5:01orders
- 5:01versus
- 5:02like
- 5:02actual
- 5:03fresh
- 5:03gr.
- 5:05So
- 5:05I
- 5:05think
- 5:06they're
- 5:06making.
- 5:06That's
- 5:06a,
- 5:07it's,
- 5:07it's
- 5:07a
- 5:08bit
- 5:08of
- 5:08a
- 5:08logic
- 5:08jump
- 5:09to
- 5:09say
- 5:09that
- 5:09that's
- 5:10going
- 5:10to
- 5:10then
- 5:10happen
- 5:11with
- 5:11fresh
- 5:11and
- 5:12frozen
- 5:12foods
- 5:12too,
- 5:13you
- 5:13know,
- 5:14because
- 5:14the
- 5:14beauty
- 5:14of
- 5:15those,
- 5:15those
- 5:15orders
- 5:15is
- 5:16they
- 5:16can
- 5:16sit
- 5:16on
- 5:16your
- 5:16doorstep
- 5:17for
- 5:17a
- 5:17while.
- 5:18That
- 5:18can't
- 5:18happen
- 5:18with
- 5:19fresh
- 5:19and
- 5:19frozen
- 5:19food
- 5:20orders.
- 5:20Right.
- 5:20Like,
- 5:21you
- 5:21know,
- 5:21do
- 5:21you.
- 5:22So
- 5:22I
- 5:22think
- 5:22that
- 5:22the
- 5:23thought
- 5:23process
- 5:23here
- 5:23is
- 5:24really
- 5:24tricky
- 5:24in
- 5:24terms
- 5:25of
- 5:25whether
- 5:25this
- 5:25plays
- 5:26out.
- 5:26Yes,
- 5:27Celia
- 5:27Van
- 5:27Wickle
- 5:28did
- 5:28a
- 5:28really
- 5:28good
- 5:29test
- 5:29on
- 5:30LinkedIn.
- 5:30So
- 5:30Celia
- 5:31has
- 5:31been
- 5:32a
- 5:32longtime
- 5:33follower
- 5:33of
- 5:33the
- 5:33show.
- 5:34But
- 5:34Celia
- 5:35did
- 5:35a
- 5:35test
- 5:36order
- 5:36and
- 5:37the
- 5:37stuff
- 5:37didn't
- 5:38show
- 5:38up
- 5:38at
- 5:38the
- 5:38same
- 5:38time.
- 5:39It's
- 5:39still
- 5:39coming
- 5:40like
- 5:40she
- 5:40got
- 5:40one
- 5:41of
- 5:41like
- 5:41tomatoes
- 5:42were
- 5:42in
- 5:42a
- 5:42separate
- 5:43delivery,
- 5:44then
- 5:44some
- 5:44frozen
- 5:45things
- 5:45and
- 5:45you
- 5:46know,
- 5:46it's
- 5:46like
- 5:46the,
- 5:47that
- 5:47you
- 5:47can
- 5:47give
- 5:48some
- 5:48space
- 5:48and
- 5:48time
- 5:49for
- 5:49like
- 5:49Amazon
- 5:50needs
- 5:50to
- 5:50figure
- 5:50out
- 5:50the
- 5:50logistics
- 5:51of
- 5:51this
- 5:51potentially.
- 5:52But
- 5:53how
- 5:53long
- 5:53is
- 5:53that
- 5:53Runway?
- 5:54Like.
- 5:54Yeah,
- 5:55yeah,
- 5:55I
- 5:56don't
- 5:56know.
- 5:56Yeah,
- 5:56I
- 5:56don't
- 5:56know.
- 5:57And
- 5:57are
- 5:57they
- 5:57coming
- 5:57from
- 5:58different
- 5:58trucks
- 5:58too?
- 5:58You
- 5:59know,
- 5:59I
- 5:59don't
- 5:59know.
- 5:59Difference
- 5:59sounds
- 6:00like
- 6:00it's.