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Amazon's Grocery Expansion Strategy | Fast Five Shorts · Omni Talk Retail

• 0:00
  Amazon
• 0:00
  has
• 0:01
  launched
• 0:01
  online
• 0:01
  Winn
• 0:02
  Dixie
• 0:02
  grocery
• 0:02
  delivery
• 0:03
  in
• 0:03
  Florida.
• 0:04
  According
• 0:04
  to
• 0:04
  ChainStorage,
• 0:05
  the
• 0:05
  online
• 0:06
  giant
• 0:06
  is
• 0:06
  now
• 0:06
  offering
• 0:07
  the
• 0:07
  full
• 0:07
  Winn
• 0:07
  Dixie
• 0:08
  grocery
• 0:08
  assortment
• 0:09
  alongside
• 0:09
  its
• 0:10
  own
• 0:10
  selection
• 0:10
  of
• 0:10
  grocery
• 0:11
  and
• 0:11
  everyday
• 0:11
  household
• 0:12
  items
• 0:12
  for
• 0:13
  delivery
• 0:13
  on
• 0:13
  its
• 0:14
  site
• 0:14
  in
• 0:14
  the
• 0:14
  greater
• 0:14
  Jacksonville
• 0:15
  and
• 0:15
  Orlando,
• 0:16
  Florida
• 0:16
  areas.
• 0:17
  Customers
• 0:17
  can
• 0:17
  shop
• 0:18
  for
• 0:18
  groceries
• 0:18
  from
• 0:18
  Winn
• 0:19
  Dixie
• 0:19
  on
• 0:19
  Amazon
• 0:20
  by
• 0:20
  visiting
• 0:20
  a
• 0:20
  dedicated
• 0:21
  page
• 0:21
  on
• 0:21
  the
• 0:21
  E
• 0:22
  commerce
• 0:22
  retailer
• 0:22
  site
• 0:23
  or
• 0:23
  by
• 0:23
  using
• 0:24
  the
• 0:24
  Amazon
• 0:24
  Shopping
• 0:25
  app.
• 0:25
  The
• 0:25
  offering
• 0:26
  includes
• 0:26
  more
• 0:26
  than
• 0:27
  16,000
• 0:28
  items
• 0:29
  cheese
• 0:29
  16,000
• 0:30
  items
• 0:31
  across
• 0:31
  multiple
• 0:32
  categories
• 0:32
  for
• 0:32
  a
• 0:33
  limited
• 0:33
  time.
• 0:33
  This
• 0:33
  is
• 0:33
  interesting
• 0:34
  too.
• 0:34
  Both
• 0:34
  prime
• 0:35
  members
• 0:35
  and
• 0:35
  customers
• 0:36
  without
• 0:36
  a
• 0:36
  Prime
• 0:36
  membership
• 0:37
  will
• 0:37
  enjoy
• 0:38
  free
• 0:38
  delivery
• 0:38
  on
• 0:38
  all
• 0:38
  Winn
• 0:39
  Dixie
• 0:39
  orders
• 0:39
  over
• 0:39
  $25
• 0:40
  with
• 0:40
  two
• 0:41
  hour
• 0:41
  delivery
• 0:41
  windows.
• 0:42
  And
• 0:42
  Winn
• 0:43
  Dixie
• 0:43
  members
• 0:43
  can
• 0:44
  also
• 0:44
  link
• 0:44
  their
• 0:44
  Win
• 0:45
  Dixie
• 0:45
  rewards
• 0:46
  accounts
• 0:46
  with
• 0:47
  their
• 0:47
  Amazon
• 0:47
  accounts
• 0:48
  to
• 0:48
  earn
• 0:48
  one
• 0:48
  point
• 0:49
  for
• 0:49
  every
• 0:49
  $2
• 0:50
  spent
• 0:51
  on
• 0:51
  Winn
• 0:51
  Dixie
• 0:52
  Amazon
• 0:52
  orders.
• 0:53
  Mohit,
• 0:54
  I'm
• 0:54
  curious,
• 0:55
  would
• 0:55
  you
• 0:55
  have
• 0:55
  advised
• 0:56
  Winn
• 0:56
  Dixie
• 0:56
  to
• 0:57
  partner
• 0:57
  with
• 0:57
  Amazon
• 0:58
  in
• 0:58
  this
• 0:58
  manner?
• 0:59
  Absolutely.
• 1:00
  I
• 1:00
  mean
• 1:00
  if
• 1:00
  you
• 1:00
  think
• 1:01
  about,
• 1:03
  I
• 1:03
  mean
• 1:03
  if
• 1:03
  you
• 1:03
  think
• 1:03
  about
• 1:03
  what
• 1:04
  happened
• 1:04
  after
• 1:05
  Covid,
• 1:06
  right?
• 1:07
  A
• 1:07
  lot
• 1:07
  of
• 1:08
  regional
• 1:08
  and
• 1:08
  small
• 1:09
  grocers
• 1:09
  have
• 1:10
  actually
• 1:10
  gone
• 1:10
  to
• 1:11
  the
• 1:11
  Uber
• 1:11
  Eats
• 1:11
  doordash
• 1:12
  instacart
• 1:13
  squares
• 1:13
  of
• 1:13
  the
• 1:13
  world
• 1:14
  to
• 1:14
  really
• 1:16
  partner
• 1:16
  and
• 1:16
  build
• 1:17
  delivery
• 1:17
  capabilities
• 1:18
  on.
• 1:20
  We
• 1:20
  looked
• 1:21
  at
• 1:21
  this
• 1:21
  for
• 1:21
  one
• 1:21
  of
• 1:21
  our
• 1:22
  clients
• 1:22
  recently
• 1:23
  and
• 1:24
  somewhere
• 1:24
  around
• 1:24
  30
• 1:25
  to
• 1:25
  40%
• 1:26
  of
• 1:26
  the
• 1:27
  gross
• 1:27
  merchandise
• 1:28
  value
• 1:29
  on
• 1:29
  these
• 1:29
  platforms
• 1:30
  today
• 1:31
  is
• 1:31
  now
• 1:31
  flowing
• 1:32
  through
• 1:32
  grocery,
• 1:33
  convenience
• 1:33
  and
• 1:34
  other
• 1:34
  store
• 1:35
  formats.
• 1:35
  So
• 1:36
  it's
• 1:36
  no
• 1:36
  longer
• 1:36
  a
• 1:37
  food
• 1:37
  delivery
• 1:37
  platform.
• 1:39
  It
• 1:40
  has
• 1:40
  grocery,
• 1:41
  it
• 1:41
  has
• 1:42
  your
• 1:43
  over
• 1:43
  the
• 1:43
  counter
• 1:43
  drugs,
• 1:44
  it
• 1:44
  has
• 1:44
  your
• 1:45
  day
• 1:45
  to
• 1:45
  day
• 1:46
  other
• 1:46
  consumables
• 1:47
  from
• 1:48
  a
• 1:48
  nearby
• 1:49
  store.
• 1:50
  So
• 1:51
  what
• 1:51
  that
• 1:51
  means
• 1:52
  is
• 1:52
  for
• 1:52
  regional
• 1:53
  grocers
• 1:53
  like
• 1:53
  Vin
• 1:54
  Dixie,
• 1:55
  when
• 1:55
  you
• 1:55
  are
• 1:56
  partnering
• 1:56
  on
• 1:56
  these
• 1:57
  platforms,
• 1:57
  you
• 1:57
  are
• 1:58
  in
• 1:58
  a
• 1:58
  very
• 1:58
  crowded
• 1:59
  ecosystem,
• 1:59
  right?
• 2:00
  You
• 2:00
  are
• 2:00
  competing
• 2:01
  with
• 2:01
  the
• 2:01
  publics,
• 2:02
  you're
• 2:02
  competing
• 2:03
  with
• 2:05
  everyone
• 2:06
  who's
• 2:06
  kind
• 2:06
  of
• 2:06
  out
• 2:07
  there
• 2:08
  now.
• 2:08
  For
• 2:09
  Amazon,
• 2:09
  if
• 2:10
  you
• 2:10
  kind
• 2:10
  of
• 2:10
  think
• 2:10
  about
• 2:11
  Whole
• 2:11
  Foods,
• 2:12
  having
• 2:12
  a
• 2:12
  regional
• 2:13
  grocer
• 2:13
  kind
• 2:14
  of
• 2:14
  adds
• 2:14
  a
• 2:14
  different
• 2:14
  price
• 2:15
  point
• 2:15
  and
• 2:15
  a
• 2:15
  different
• 2:16
  set
• 2:16
  of
• 2:16
  consumers
• 2:17
  which
• 2:17
  are
• 2:18
  not
• 2:18
  yet
• 2:19
  on
• 2:19
  that
• 2:19
  platform.
• 2:20
  From
• 2:20
  a
• 2:20
  grocery
• 2:20
  perspective
• 2:21
  and
• 2:21
  from
• 2:22
  Vindixie's
• 2:23
  perspective,
• 2:24
  right
• 2:24
  other
• 2:25
  side
• 2:25
  of
• 2:25
  the
• 2:25
  equation,
• 2:26
  it
• 2:26
  kind
• 2:26
  of
• 2:27
  helps
• 2:27
  them
• 2:27
  further
• 2:28
  expand
• 2:28
  their
• 2:28
  delivery
• 2:29
  vehicle
• 2:29
  and
• 2:30
  the
• 2:30
  consumers
• 2:30
  they
• 2:31
  can
• 2:31
  reach.
• 2:31
  On
• 2:32
  the
• 2:32
  one
• 2:32
  question
• 2:33
  which
• 2:33
  I
• 2:33
  would
• 2:33
  have
• 2:34
  or
• 2:34
  a
• 2:34
  watch
• 2:34
  out
• 2:35
  is
• 2:36
  what
• 2:36
  does
• 2:36
  this
• 2:37
  do
• 2:37
  for,
• 2:38
  for
• 2:38
  Amazon?
• 2:39
  From
• 2:39
  a
• 2:39
  profitability
• 2:40
  and
• 2:40
  a
• 2:41
  customer
• 2:41
  acquisition
• 2:41
  perspective,
• 2:42
  that's
• 2:42
  a
• 2:42
  question
• 2:42
  mark
• 2:43
  for
• 2:43
  me.
• 2:43
  But
• 2:44
  from
• 2:44
  Windex's
• 2:44
  perspective,
• 2:45
  definitely,
• 2:46
  you
• 2:46
  know
• 2:46
  this,
• 2:46
  this
• 2:47
  seems
• 2:47
  like
• 2:48
  a
• 2:48
  great
• 2:48
  outcome
• 2:49
  and
• 2:49
  obviously
• 2:50
  it
• 2:50
  seems
• 2:50
  like
• 2:50
  this
• 2:50
  is
• 2:50
  a
• 2:51
  pilot
• 2:51
  which
• 2:51
  they
• 2:51
  are
• 2:51
  testing
• 2:52
  in
• 2:52
  a
• 2:52
  couple
• 2:52
  of
• 2:53
  metros
• 2:53
  in
• 2:54
  Florida.
• 2:54
  So
• 2:55
  you
• 2:55
  know
• 2:55
  that
• 2:56
  that
• 2:57
  needs
• 2:57
  to
• 2:57
  Be
• 2:57
  seen
• 2:57
  how,
• 2:58
  how
• 2:58
  it
• 2:58
  turns
• 2:58
  out.
• 3:00
  Interesting.
• 3:00
  Interesting.
• 3:01
  Yeah.
• 3:01
  I
• 3:01
  mean
• 3:01
  for
• 3:01
  Amazon
• 3:01
  it's
• 3:02
  definitely
• 3:02
  a
• 3:02
  win.
• 3:02
  Like
• 3:03
  Amazon
• 3:03
  wants
• 3:03
  this
• 3:03
  all
• 3:04
  day
• 3:04
  long
• 3:04
  and
• 3:04
  they've
• 3:04
  been,
• 3:04
  this
• 3:05
  has
• 3:05
  been
• 3:05
  a
• 3:05
  key
• 3:05
  part
• 3:05
  of
• 3:05
  the
• 3:05
  strategy.
• 3:06
  But
• 3:06
  I,
• 3:06
  I'm,
• 3:07
  see,
• 3:07
  I
• 3:07
  go
• 3:08
  the
• 3:08
  other
• 3:08
  way
• 3:08
  on
• 3:08
  this
• 3:09
  boy.
• 3:09
  And
• 3:09
  I,
• 3:09
  I,
• 3:09
  I,
• 3:10
  I
• 3:10
  want
• 3:10
  to
• 3:10
  get
• 3:10
  your
• 3:10
  thoughts
• 3:10
  on
• 3:11
  this
• 3:11
  because
• 3:11
  like
• 3:11
  I
• 3:11
  was,
• 3:11
  I
• 3:11
  was
• 3:12
  sitting
• 3:12
  down
• 3:12
  as
• 3:12
  in
• 3:12
  preparing
• 3:13
  this,
• 3:13
  I
• 3:13
  was
• 3:13
  thinking
• 3:13
  about
• 3:13
  like
• 3:14
  if
• 3:14
  I
• 3:14
  was
• 3:14
  a
• 3:14
  grocery
• 3:15
  executive,
• 3:16
  what
• 3:16
  would
• 3:16
  be
• 3:16
  my
• 3:17
  rubric
• 3:17
  for
• 3:17
  how
• 3:17
  I
• 3:17
  would
• 3:18
  approach
• 3:18
  this
• 3:18
  problem,
• 3:18
  right?
• 3:19
  And
• 3:19
  so
• 3:19
  for
• 3:19
  me,
• 3:19
  the
• 3:20
  first
• 3:20
  thing
• 3:20
  I
• 3:20
  would
• 3:20
  go
• 3:20
  to
• 3:21
  is
• 3:21
  I'd
• 3:21
  look
• 3:21
  at,
• 3:22
  you
• 3:22
  know,
• 3:22
  can
• 3:22
  I
• 3:22
  white
• 3:23
  label
• 3:23
  in
• 3:24
  store
• 3:24
  my
• 3:24
  in
• 3:25
  store
• 3:25
  picking
• 3:25
  and
• 3:26
  my
• 3:26
  e
• 3:26
  commerce
• 3:26
  site
• 3:27
  from
• 3:27
  one
• 3:27
  of
• 3:27
  the
• 3:27
  many
• 3:28
  providers
• 3:28
  out
• 3:28
  there.
• 3:28
  There's
• 3:29
  so
• 3:29
  many
• 3:29
  of
• 3:29
  them,
• 3:29
  you
• 3:29
  know,
• 3:30
  like
• 3:30
  Instacart
• 3:30
  will
• 3:30
  do
• 3:31
  it.
• 3:31
  There's
• 3:31
  some
• 3:31
  that,
• 3:31
  you
• 3:32
  know,
• 3:32
  don't
• 3:32
  even
• 3:32
  have
• 3:32
  that
• 3:32
  much
• 3:33
  name
• 3:33
  recognition
• 3:33
  in
• 3:33
  the
• 3:34
  industry.
• 3:34
  So
• 3:34
  that's
• 3:35
  number
• 3:35
  one.
• 3:35
  Then
• 3:35
  second
• 3:35
  off,
• 3:36
  I
• 3:36
  would
• 3:37
  think,
• 3:37
  okay,
• 3:37
  if
• 3:38
  I
• 3:38
  need
• 3:38
  the
• 3:38
  reach,
• 3:38
  like,
• 3:39
  cause
• 3:39
  that's
• 3:39
  part
• 3:39
  of
• 3:39
  what
• 3:40
  you're
• 3:40
  saying
• 3:40
  about
• 3:40
  or
• 3:41
  what
• 3:41
  you're
• 3:41
  talking
• 3:41
  about
• 3:41
  here
• 3:41
  too.
• 3:42
  If
• 3:42
  I
• 3:42
  need
• 3:42
  the
• 3:42
  reach
• 3:43
  and
• 3:43
  if
• 3:44
  I
• 3:44
  only
• 3:44
  think
• 3:44
  I
• 3:44
  can
• 3:45
  get
• 3:45
  that
• 3:45
  reach
• 3:46
  or
• 3:46
  I
• 3:46
  need
• 3:46
  to
• 3:47
  do
• 3:47
  it
• 3:47
  because
• 3:47
  it's
• 3:47
  a
• 3:47
  competitive
• 3:48
  reaction
• 3:48
  to
• 3:49
  something
• 3:49
  like
• 3:49
  you
• 3:49
  said
• 3:49
  with
• 3:49
  the
• 3:50
  public
• 3:50
  example,
• 3:51
  do
• 3:51
  I
• 3:51
  go
• 3:51
  on
• 3:52
  the,
• 3:52
  I
• 3:52
  go
• 3:52
  on
• 3:52
  the
• 3:53
  non
• 3:53
  Amazon
• 3:53
  marketplaces
• 3:54
  first,
• 3:54
  right?
• 3:55
  The
• 3:55
  Instacarts,
• 3:56
  the
• 3:56
  Doordashes,
• 3:56
  the
• 3:56
  Uber
• 3:57
  Eats.
• 3:58
  And
• 3:58
  then
• 3:58
  and
• 3:59
  only
• 3:59
  then
• 3:59
  after
• 3:59
  I
• 4:00
  do
• 4:00
  that
• 4:00
  experiment
• 4:01
  and
• 4:01
  understand
• 4:01
  what
• 4:01
  that
• 4:02
  reach
• 4:02
  gives
• 4:02
  me,
• 4:03
  then
• 4:03
  and
• 4:03
  only
• 4:03
  then
• 4:04
  do
• 4:04
  I
• 4:04
  start
• 4:04
  to
• 4:04
  assess
• 4:05
  whether
• 4:05
  Amazon
• 4:06
  is,
• 4:07
  is
• 4:07
  something
• 4:07
  worthwhile
• 4:08
  for
• 4:08
  me
• 4:08
  to
• 4:08
  go
• 4:09
  into
• 4:09
  next.
• 4:09
  And
• 4:10
  even
• 4:10
  then
• 4:10
  I
• 4:10
  think
• 4:11
  I
• 4:11
  still
• 4:11
  don't
• 4:11
  do
• 4:11
  it
• 4:12
  because
• 4:13
  defensively
• 4:14
  Amazon
• 4:15
  is
• 4:15
  like
• 4:15
  the
• 4:16
  biggest
• 4:16
  threat
• 4:16
  to
• 4:16
  me
• 4:17
  in
• 4:17
  grocery
• 4:17
  potentially.
• 4:18
  So
• 4:18
  I
• 4:18
  don't
• 4:18
  know
• 4:19
  why
• 4:19
  I
• 4:19
  would
• 4:19
  give
• 4:20
  them
• 4:20
  the
• 4:21
  ability
• 4:21
  to
• 4:21
  grow
• 4:22
  grocery
• 4:22
  on
• 4:22
  the
• 4:23
  back
• 4:23
  of
• 4:23
  me
• 4:23
  as
• 4:23
  a
• 4:23
  regional
• 4:24
  grocer.
• 4:24
  But
• 4:25
  what
• 4:25
  do
• 4:25
  you
• 4:25
  think
• 4:25
  as
• 4:25
  I
• 4:26
  laid
• 4:26
  that
• 4:26
  out,
• 4:26
  like
• 4:26
  what
• 4:26
  I
• 4:27
  get
• 4:27
  right,
• 4:27
  what
• 4:27
  I
• 4:27
  get
• 4:27
  wrong?
• 4:29
  I
• 4:29
  mean
• 4:29
  like
• 4:30
  always
• 4:30
  you
• 4:31
  got
• 4:31
  a
• 4:31
  lot
• 4:31
  of
• 4:31
  things
• 4:31
  right,
• 4:32
  but
• 4:32
  we
• 4:32
  just
• 4:33
  maybe
• 4:33
  have
• 4:33
  a
• 4:33
  difference
• 4:34
  of
• 4:34
  perspective
• 4:34
  on
• 4:35
  few
• 4:35
  things,
• 4:35
  right?
• 4:36
  Let's
• 4:36
  not
• 4:36
  forget
• 4:37
  there
• 4:37
  is
• 4:37
  anywhere
• 4:38
  between
• 4:38
  190
• 4:39
  to
• 4:39
  200
• 4:40
  million
• 4:40
  consumers
• 4:41
  in
• 4:41
  the
• 4:41
  US
• 4:42
  alone
• 4:42
  which
• 4:42
  are
• 4:43
  on
• 4:43
  prime,
• 4:44
  right?
• 4:44
  So
• 4:45
  you
• 4:45
  can
• 4:45
  white
• 4:45
  label
• 4:46
  and
• 4:46
  build
• 4:46
  this
• 4:47
  capability
• 4:47
  in
• 4:47
  house.
• 4:48
  It's
• 4:48
  super
• 4:48
  easy.
• 4:49
  There's
• 4:50
  no
• 4:50
  other
• 4:50
  platform
• 4:51
  which
• 4:51
  can
• 4:51
  give
• 4:51
  you
• 4:51
  access
• 4:51
  to
• 4:52
  200
• 4:52
  million
• 4:52
  consumers,
• 4:53
  period.
• 4:54
  And
• 4:54
  the
• 4:54
  second
• 4:55
  thing
• 4:55
  which
• 4:55
  I
• 4:55
  would
• 4:55
  say
• 4:55
  is
• 4:56
  like,
• 4:56
  Chris,
• 4:56
  you've
• 4:56
  been
• 4:57
  in
• 4:57
  this
• 4:57
  business
• 4:58
  for
• 4:58
  a
• 4:58
  long
• 4:58
  time.
• 4:59
  We've
• 4:59
  been
• 5:00
  talking
• 5:00
  about
• 5:00
  Amazon
• 5:01
  as
• 5:01
  A
• 5:01
  competitive
• 5:02
  threat
• 5:02
  for
• 5:02
  the
• 5:03
  last
• 5:03
  20
• 5:03
  years.
• 5:04
  And
• 5:04
  the
• 5:04
  reality
• 5:05
  is
• 5:05
  every
• 5:05
  major
• 5:06
  brand,
• 5:06
  every
• 5:06
  single
• 5:07
  industry,
• 5:07
  every
• 5:08
  single
• 5:08
  category
• 5:09
  has
• 5:10
  had
• 5:10
  to
• 5:10
  partner
• 5:11
  with
• 5:11
  Amazon.
• 5:12
  It's
• 5:13
  not
• 5:13
  an
• 5:13
  option,
• 5:13
  it's
• 5:14
  a
• 5:14
  necessity.
• 5:14
  So
• 5:15
  that's
• 5:15
  how
• 5:15
  I
• 5:15
  think
• 5:15
  about
• 5:16
  it.
• 5:16
  Yeah,
• 5:17
  I
• 5:17
  would
• 5:17
  agree.
• 5:18
  Every
• 5:18
  category.
• 5:18
  I
• 5:19
  don't
• 5:19
  know
• 5:19
  that
• 5:19
  every
• 5:19
  retailer
• 5:20
  has
• 5:20
  had
• 5:20
  to
• 5:20
  partner
• 5:20
  with
• 5:20
  Amazon
• 5:21
  to
• 5:21
  this
• 5:21
  same
• 5:21
  degree,
• 5:22
  but.
• 5:22
  And
• 5:22
  true.
• 5:22
  And
• 5:23
  the
• 5:23
  regional
• 5:23
  and
• 5:24
  the
• 5:24
  grocery
• 5:24
  industry
• 5:25
  is,
• 5:25
  has
• 5:26
  relatively
• 5:27
  fortified
• 5:27
  themselves
• 5:27
  more
• 5:28
  than
• 5:28
  others.
• 5:28
  And
• 5:29
  what
• 5:29
  do
• 5:29
  you
• 5:29
  think
• 5:29
  here?
• 5:29
  And
• 5:30
  then,
• 5:30
  Joanna,
• 5:30
  we'll
• 5:30
  go
• 5:30
  to
• 5:30
  you
• 5:31
  last.
• 5:31
  Yeah,
• 5:32
  I,
• 5:32
  I
• 5:32
  guess
• 5:32
  I'm
• 5:33
  just
• 5:33
  curious
• 5:33
  again,
• 5:34
  for
• 5:34
  Mohead
• 5:35
  and
• 5:35
  for
• 5:35
  Joanna,
• 5:35
  like,
• 5:35
  the
• 5:36
  couple
• 5:36
  things
• 5:36
  that
• 5:37
  come
• 5:37
  to
• 5:37
  mind
• 5:37
  here
• 5:38
  are
• 5:38
  brand
• 5:39
  reputation.
• 5:40
  I
• 5:40
  think
• 5:41
  last
• 5:41
  week's
• 5:42
  Amazon
• 5:42
  announcement
• 5:43
  about
• 5:44
  doing
• 5:44
  delivery
• 5:45
  now
• 5:45
  in
• 5:45
  conjunction
• 5:46
  with
• 5:46
  electronics
• 5:47
  items
• 5:48
  and
• 5:48
  other
• 5:49
  things
• 5:49
  that
• 5:49
  you're
• 5:49
  ordering
• 5:50
  from
• 5:50
  them.
• 5:50
  Like,
• 5:50
  in
• 5:50
  my
• 5:51
  mind,
• 5:51
  it's
• 5:51
  just
• 5:51
  now
• 5:52
  you
• 5:52
  have
• 5:52
  this
• 5:52
  one
• 5:52
  Amazon
• 5:53
  driver
• 5:53
  who's
• 5:54
  going
• 5:54
  into
• 5:54
  Winn
• 5:54
  Dixie
• 5:55
  stores
• 5:56
  and
• 5:56
  getting,
• 5:56
  you
• 5:56
  know,
• 5:57
  are
• 5:57
  they
• 5:57
  going
• 5:57
  to
• 5:57
  disrupt
• 5:58
  the
• 5:58
  shoppers
• 5:59
  that
• 5:59
  are
• 5:59
  already
• 5:59
  in
• 5:59
  there?
• 6:00
  And
• 6:00
  then
• 6:00
  how
• 6:01
  does,
• 6:01
  like,
• 6:01
  that
• 6:01
  pickup
• 6:02
  order
• 6:02
  that
• 6:02
  they're
• 6:03
  getting
• 6:03
  kind
• 6:03
  of
• 6:04
  factor
• 6:04
  into
• 6:04
  the
• 6:04
  other
• 6:05
  25
• 6:05
  packages
• 6:06
  that
• 6:06
  they
• 6:06
  have
• 6:06
  in
• 6:06
  their
• 6:07
  car?
• 6:07
  So
• 6:07
  I
• 6:07
  guess
• 6:07
  there's
• 6:08
  still
• 6:08
  some
• 6:08
  logistics,
• 6:09
  things
• 6:09
  that
• 6:09
  if
• 6:09
  I'm
• 6:10
  Winn
• 6:10
  Dixie,
• 6:10
  in
• 6:11
  addition
• 6:11
  to
• 6:11
  the
• 6:11
  great
• 6:11
  points
• 6:12
  that
• 6:12
  Chris
• 6:12
  made,
• 6:12
  I
• 6:12
  think
• 6:12
  I'd
• 6:13
  still
• 6:13
  be
• 6:13
  curious
• 6:13
  about,
• 6:14
  like,
• 6:14
  is
• 6:15
  that
• 6:15
  product,
• 6:15
  especially
• 6:16
  refrigerated
• 6:16
  and
• 6:16
  frozen
• 6:17
  product,
• 6:18
  going
• 6:18
  to
• 6:18
  arrive
• 6:19
  with
• 6:19
  my
• 6:19
  other
• 6:19
  goods?
• 6:20
  You
• 6:20
  know,
• 6:21
  is
• 6:21
  it
• 6:21
  going
• 6:21
  to
• 6:22
  be
• 6:22
  to
• 6:22
  the
• 6:22
  quality
• 6:23
  level
• 6:23
  of
• 6:23
  Winn
• 6:23
  Dixie?
• 6:24
  So
• 6:24
  that's,
• 6:24
  that's
• 6:25
  the
• 6:25
  thing
• 6:25
  that
• 6:25
  I
• 6:26
  think
• 6:26
  I'd
• 6:26
  be
• 6:26
  curious
• 6:27
  about
• 6:27
  here
• 6:28
  versus
• 6:28
  what
• 6:28
  Chris
• 6:28
  was
• 6:29
  talking
• 6:29
  about,
• 6:29
  going
• 6:29
  with
• 6:30
  a
• 6:30
  player,
• 6:30
  established
• 6:31
  player,
• 6:31
  like
• 6:31
  an
• 6:31
  Instacart
• 6:32
  or
• 6:32
  Uber
• 6:32
  Eats
• 6:33
  or
• 6:33
  somebody
• 6:33
  like
• 6:33
  that.
• 6:34
  All
• 6:34
  right,
• 6:34
  Joanna,
• 6:35
  what
• 6:35
  are
• 6:35
  your
• 6:35
  thoughts
• 6:35
  here?
• 6:36
  You
• 6:36
  know,
• 6:36
  I'm
• 6:36
  kind
• 6:36
  of
• 6:37
  conflicted
• 6:37
  on
• 6:37
  this,
• 6:37
  but
• 6:38
  I'm,
• 6:38
  I'm
• 6:38
  with
• 6:38
  Mohit
• 6:39
  on.
• 6:39
  I
• 6:39
  see,
• 6:40
  see
• 6:40
  why
• 6:41
  this
• 6:42
  is
• 6:42
  a
• 6:42
  good
• 6:43
  pilot
• 6:43
  option
• 6:44
  for
• 6:44
  Winn
• 6:44
  Dixie.
• 6:45
  I
• 6:45
  think,
• 6:45
  you
• 6:45
  know,
• 6:45
  that's
• 6:46
  the
• 6:46
  reason
• 6:46
  a
• 6:46
  pilot
• 6:47
  exists.
• 6:47
  You
• 6:47
  know,
• 6:47
  let's
• 6:48
  test,
• 6:48
  let's
• 6:48
  learn.
• 6:49
  So
• 6:49
  some
• 6:49
  of
• 6:50
  the
• 6:50
  things,
• 6:50
  Ann,
• 6:50
  that
• 6:50
  you
• 6:50
  brought
• 6:51
  up
• 6:51
  can
• 6:51
  be
• 6:52
  validated,
• 6:53
  or
• 6:53
  course,
• 6:53
  corrected.
• 6:55
  You
• 6:55
  know,
• 6:55
  Winn
• 6:55
  Dixie
• 6:56
  is
• 6:56
  lagging
• 6:56
  behind
• 6:56
  Publix
• 6:57
  in,
• 6:58
  in
• 6:58
  Florida
• 6:59
  specifically.
• 6:59
  So,
• 7:00
  you
• 7:00
  know,
• 7:00
  this
• 7:00
  does
• 7:01
  seem
• 7:01
  to
• 7:02
  be
• 7:02
  a
• 7:02
  little
• 7:02
  bit
• 7:02
  of
• 7:03
  a
• 7:03
  way
• 7:03
  out.
• 7:03
  I
• 7:03
  think,
• 7:03
  Chris,
• 7:04
  your
• 7:04
  framing
• 7:05
  around,
• 7:05
  you
• 7:06
  know,
• 7:06
  am
• 7:06
  I
• 7:06
  going
• 7:06
  to
• 7:06
  let
• 7:06
  Amazon
• 7:07
  grow
• 7:07
  grocery
• 7:08
  on.
• 7:08
  On
• 7:09
  my
• 7:09
  back
• 7:10
  was
• 7:10
  kind
• 7:10
  of
• 7:10
  a
• 7:11
  question
• 7:11
  that
• 7:11
  I
• 7:11
  had.
• 7:12
  Well,
• 7:12
  more
• 7:12
  from
• 7:13
  just
• 7:13
  the
• 7:13
  Winn
• 7:13
  Dixie
• 7:14
  customer
• 7:15
  relationship.
• 7:16
  And
• 7:16
  am
• 7:16
  I
• 7:16
  risking
• 7:17
  sort
• 7:17
  of
• 7:17
  handing
• 7:17
  that
• 7:18
  entire
• 7:18
  relationship
• 7:19
  over
• 7:20
  where,
• 7:20
  you
• 7:21
  know,
• 7:21
  in
• 7:21
  the
• 7:21
  short
• 7:21
  term,
• 7:22
  this
• 7:22
  may
• 7:22
  look
• 7:22
  good,
• 7:22
  but
• 7:22
  in
• 7:23
  the
• 7:23
  long
• 7:23
  term,
• 7:23
  it
• 7:23
  may
• 7:23
  not.
• 7:25
  So
• 7:25
  those
• 7:25
  were
• 7:25
  a
• 7:25
  few
• 7:25
  of
• 7:26
  the.
• 7:26
  The
• 7:26
  thoughts
• 7:26
  that
• 7:27
  I
• 7:27
  had.
• 7:27
  Yeah,
• 7:28
  it's
• 7:28
  a
• 7:28
  slippery
• 7:29
  slope.
• 7:29
  Oh,
• 7:30
  yeah,
• 7:30
  sorry,
• 7:30
  Joanna.
• 7:30
  It's
• 7:30
  a
• 7:30
  slippery
• 7:31
  slope
• 7:31
  to
• 7:31
  going
• 7:31
  on
• 7:32
  Amazon
• 7:32
  and,
• 7:32
  you
• 7:33
  know,
• 7:33
  ordering
• 7:33
  Winn
• 7:34
  Dixie's
• 7:34
  vegetables
• 7:35
  or
• 7:35
  whatever,
• 7:35
  or
• 7:35
  their,
• 7:36
  you
• 7:36
  know,
• 7:36
  their,
• 7:36
  their
• 7:37
  Mac
• 7:37
  and
• 7:37
  cheese.
• 7:37
  Let's
• 7:38
  use
• 7:38
  that.
• 7:38
  The
• 7:38
  box
• 7:38
  of
• 7:38
  Max
• 7:38
  and
• 7:39
  cheese
• 7:39
  and
• 7:39
  then
• 7:39
  Amazon
• 7:39
  serving
• 7:40
  it
• 7:40
  up
• 7:40
  right
• 7:40
  alongside
• 7:41
  it
• 7:41
  at
• 7:41
  some
• 7:41
  point
• 7:41
  and
• 7:41
  just,
• 7:42
  you
• 7:42
  know,
• 7:42
  casually
• 7:42
  switching
• 7:43
  over
• 7:43
  at.
• 7:44
  In
• 7:44
  time.
• 7:44
  That's
• 7:44
  a
• 7:44
  really
• 7:44
  interesting
• 7:45
  point.
• 7:45
  I
• 7:45
  never
• 7:45
  thought
• 7:45
  about
• 7:45
  that.