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E-Grocery Just Surged 28% And Regional Grocers Should Look to Sweden | Fast Five Shorts · Omni Talk Retail

• 0:00
  New
• 0:00
  data
• 0:00
  from
• 0:01
  Brick
• 0:01
  Meets,
• 0:01
  Click
• 0:02
  and
• 0:02
  Mercatus
• 0:04
  shows
• 0:04
  US
• 0:04
  E
• 0:05
  grocery
• 0:05
  sales
• 0:06
  hit
• 0:07
  9.8
• 0:08
  billion
• 0:08
  in
• 0:08
  June
• 0:09
  of
• 0:09
  2025,
• 0:10
  which
• 0:11
  was
• 0:11
  a
• 0:11
  28%
• 0:12
  surge
• 0:12
  year
• 0:12
  over
• 0:12
  year,
• 0:13
  with
• 0:13
  all
• 0:13
  three
• 0:13
  fulfillment
• 0:14
  methods
• 0:14
  posting
• 0:15
  gains
• 0:15
  of
• 0:15
  25%
• 0:16
  or
• 0:17
  more.
• 0:18
  So
• 0:18
  a
• 0:18
  couple
• 0:19
  of
• 0:19
  notes
• 0:19
  here.
• 0:19
  According
• 0:20
  to
• 0:20
  Brick
• 0:21
  Meets
• 0:21
  Click,
• 0:21
  recent
• 0:21
  Grocery
• 0:22
  Shopper
• 0:22
  survey,
• 0:23
  Delivery
• 0:23
  sales
• 0:23
  reached
• 0:24
  3.8
• 0:25
  billion,
• 0:26
  up
• 0:26
  29%
• 0:27
  year
• 0:27
  over
• 0:27
  year.
• 0:29
  Pickup
• 0:29
  jumped
• 0:30
  nearly
• 0:30
  25%
• 0:31
  to
• 0:32
  4.3
• 0:32
  billion,
• 0:33
  and
• 0:33
  ship
• 0:33
  to
• 0:34
  home
• 0:34
  surged
• 0:34
  nearly
• 0:35
  33%
• 0:36
  to
• 0:36
  1.7
• 0:37
  billion.
• 0:38
  Wow.
• 0:39
  Yeah.
• 0:40
  All
• 0:40
  three
• 0:40
  of
• 0:40
  those
• 0:41
  jumping
• 0:41
  over
• 0:41
  the
• 0:42
  25%.
• 0:43
  The
• 0:43
  report
• 0:44
  attributes
• 0:44
  a
• 0:44
  significant
• 0:45
  share
• 0:45
  of
• 0:45
  delivery
• 0:46
  growth
• 0:46
  to
• 0:46
  the
• 0:46
  rise
• 0:46
  of
• 0:47
  what
• 0:47
  it
• 0:47
  calls
• 0:47
  the
• 0:47
  free
• 0:48
  delivery
• 0:49
  era.
• 0:50
  That
• 0:50
  is
• 0:50
  the
• 0:50
  membership
• 0:51
  and
• 0:51
  subscription
• 0:51
  programs
• 0:52
  that
• 0:52
  effectively
• 0:53
  eliminate
• 0:53
  delivery
• 0:54
  fees
• 0:54
  as
• 0:54
  a
• 0:54
  barrier
• 0:55
  to
• 0:55
  adoption.
• 0:56
  Meanwhile,
• 0:56
  in
• 0:57
  store
• 0:57
  grocery
• 0:57
  sales
• 0:58
  slipped
• 0:58
  during
• 0:58
  the
• 0:59
  month
• 0:59
  driven
• 0:59
  by
• 1:00
  the
• 1:00
  surge
• 1:00
  online
• 1:01
  and
• 1:02
  a
• 1:02
  continuing
• 1:02
  shift
• 1:03
  in
• 1:03
  warehouse
• 1:04
  holds.
• 1:04
  Identify
• 1:05
  as
• 1:05
  their
• 1:05
  primary
• 1:06
  grocery
• 1:06
  store.
• 1:07
  Walmart
• 1:08
  is
• 1:08
  a
• 1:09
  central
• 1:09
  villain
• 1:09
  in
• 1:09
  the
• 1:10
  story
• 1:10
  if
• 1:10
  you
• 1:10
  are
• 1:11
  a
• 1:11
  traditional
• 1:12
  supermarket
• 1:13
  capturing
• 1:13
  nearly
• 1:14
  a
• 1:14
  full
• 1:14
  additional
• 1:15
  percentage
• 1:16
  point
• 1:16
  in
• 1:16
  primary
• 1:17
  grocery
• 1:17
  store
• 1:17
  share
• 1:18
  compared
• 1:18
  to
• 1:19
  June
• 1:19
  of
• 1:19
  2024.
• 1:20
  Hard
• 1:21
  discounters
• 1:21
  like
• 1:21
  Aldi
• 1:22
  also
• 1:22
  gained
• 1:22
  roughly
• 1:23
  1.5
• 1:23
  percentage
• 1:24
  points
• 1:24
  in
• 1:24
  primary
• 1:25
  store
• 1:25
  share
• 1:25
  with
• 1:26
  while
• 1:26
  supermarkets
• 1:26
  lost
• 1:27
  more
• 1:27
  than
• 1:28
  2
• 1:28
  percentage
• 1:29
  points
• 1:29
  overall.
• 1:30
  Okay,
• 1:30
  lots
• 1:31
  of
• 1:31
  numbers
• 1:31
  there,
• 1:31
  Chris.
• 1:32
  Yeah,
• 1:32
  lots
• 1:32
  of
• 1:33
  numbers.
• 1:33
  Lots
• 1:34
  of
• 1:34
  numbers.
• 1:34
  Love
• 1:34
  numbers.
• 1:35
  Yes.
• 1:36
  So
• 1:37
  my
• 1:37
  question
• 1:37
  to
• 1:37
  you,
• 1:38
  the
• 1:38
  28%
• 1:39
  year
• 1:39
  over
• 1:39
  year
• 1:39
  growth
• 1:40
  in
• 1:40
  E
• 1:40
  grocery
• 1:41
  is
• 1:41
  staggering.
• 1:43
  But
• 1:43
  what
• 1:43
  jumps
• 1:44
  out
• 1:44
  most
• 1:44
  to
• 1:45
  you
• 1:45
  in
• 1:45
  this
• 1:45
  data
• 1:46
  and
• 1:46
  what's
• 1:46
  the
• 1:46
  single
• 1:47
  most
• 1:47
  important
• 1:47
  thing
• 1:48
  you
• 1:48
  think
• 1:48
  a
• 1:49
  regional
• 1:49
  grocer
• 1:50
  should
• 1:50
  be
• 1:50
  doing
• 1:50
  right
• 1:51
  now
• 1:51
  in
• 1:51
  response?
• 1:54
  Okay,
• 1:54
  so
• 1:55
  to
• 1:55
  the
• 1:55
  second
• 1:56
  part
• 1:56
  of
• 1:56
  that
• 1:56
  question,
• 1:56
  I
• 1:57
  say
• 1:57
  Jen,
• 1:58
  I
• 1:58
  say
• 1:58
  look
• 1:58
  to
• 1:59
  Sweden.
• 1:59
  Jen,
• 2:00
  look
• 2:00
  to
• 2:01
  Sweden.
• 2:01
  And
• 2:02
  I'll
• 2:02
  explain
• 2:02
  why
• 2:03
  more
• 2:03
  in
• 2:03
  a
• 2:03
  second.
• 2:03
  But
• 2:04
  before
• 2:04
  I
• 2:04
  do
• 2:04
  that,
• 2:04
  first,
• 2:04
  I
• 2:05
  want
• 2:05
  to
• 2:05
  answer
• 2:05
  the
• 2:05
  first
• 2:05
  part
• 2:05
  of
• 2:05
  that
• 2:06
  question,
• 2:07
  because
• 2:07
  I
• 2:07
  think
• 2:07
  there's
• 2:07
  a
• 2:07
  number
• 2:08
  of
• 2:08
  things
• 2:08
  to
• 2:08
  be
• 2:08
  gleaned
• 2:09
  from
• 2:09
  this
• 2:09
  data.
• 2:09
  Number
• 2:10
  one,
• 2:11
  people
• 2:11
  are
• 2:12
  supposed
• 2:12
  to
• 2:12
  be
• 2:12
  cash
• 2:12
  strapped
• 2:13
  right
• 2:13
  now.
• 2:13
  The
• 2:14
  macroeconomic
• 2:14
  times
• 2:15
  are
• 2:15
  tough.
• 2:15
  Gas
• 2:15
  prices
• 2:16
  are
• 2:16
  high.
• 2:16
  So
• 2:17
  e
• 2:17
  groceries
• 2:18
  should
• 2:18
  be.
• 2:19
  E
• 2:19
  groceries
• 2:19
  should
• 2:20
  be
• 2:20
  a
• 2:20
  relatively
• 2:21
  more
• 2:21
  expensive
• 2:22
  way
• 2:22
  for
• 2:22
  people
• 2:22
  to
• 2:23
  get
• 2:23
  their
• 2:23
  groceries.
• 2:24
  Because
• 2:24
  even
• 2:24
  subscription
• 2:25
  programs,
• 2:25
  when
• 2:25
  you
• 2:25
  get
• 2:26
  right
• 2:26
  down
• 2:26
  to
• 2:26
  it,
• 2:26
  those
• 2:27
  cost
• 2:27
  money.
• 2:27
  They're
• 2:27
  not.
• 2:28
  While
• 2:28
  they
• 2:28
  give
• 2:28
  you
• 2:29
  free
• 2:29
  delivery.
• 2:29
  Like
• 2:30
  you
• 2:30
  said,
• 2:30
  the
• 2:30
  free
• 2:30
  delivery
• 2:31
  area
• 2:31
  era,
• 2:32
  not
• 2:32
  era
• 2:32
  area
• 2:34
  free
• 2:34
  delivery
• 2:34
  era.
• 2:35
  They're
• 2:35
  not
• 2:35
  free.
• 2:36
  They
• 2:36
  cost
• 2:36
  money.
• 2:37
  So
• 2:37
  that,
• 2:38
  that
• 2:38
  tells
• 2:39
  me
• 2:39
  that
• 2:39
  the
• 2:39
  important
• 2:40
  thing
• 2:40
  to
• 2:40
  remember
• 2:40
  here
• 2:41
  is
• 2:42
  people
• 2:42
  are
• 2:42
  really
• 2:42
  time
• 2:43
  starved.
• 2:43
  They're
• 2:44
  using
• 2:44
  this
• 2:44
  service
• 2:44
  because
• 2:45
  they
• 2:45
  need
• 2:45
  something
• 2:46
  that
• 2:46
  gives
• 2:46
  them
• 2:46
  time
• 2:47
  back
• 2:47
  in
• 2:47
  their
• 2:47
  day
• 2:47
  and.
• 2:48
  And
• 2:48
  they're
• 2:48
  just
• 2:48
  trying
• 2:49
  to
• 2:49
  get
• 2:49
  by.
• 2:49
  And
• 2:50
  so
• 2:50
  they're
• 2:50
  kind
• 2:50
  of
• 2:50
  almost
• 2:51
  leveraging
• 2:51
  up
• 2:52
  the
• 2:52
  delivery
• 2:52
  as
• 2:53
  kind
• 2:53
  of
• 2:53
  a
• 2:53
  way
• 2:53
  to
• 2:53
  just
• 2:54
  help
• 2:54
  them
• 2:54
  get
• 2:54
  through
• 2:54
  life
• 2:55
  and
• 2:55
  to
• 2:56
  fund
• 2:57
  whatever
• 2:57
  it
• 2:57
  is
• 2:57
  they
• 2:57
  need
• 2:57
  to
• 2:58
  fund.
• 2:58
  The
• 2:59
  second
• 2:59
  point
• 2:59
  I'd
• 2:59
  make
• 3:00
  is
• 3:00
  ship
• 3:01
  to
• 3:01
  home
• 3:01
  surging
• 3:02
  the
• 3:02
  most.
• 3:02
  That's
• 3:03
  pretty
• 3:03
  important
• 3:03
  because
• 3:04
  I
• 3:04
  wonder
• 3:05
  how
• 3:05
  much
• 3:05
  Amazon's
• 3:06
  grocery
• 3:07
  interstitial,
• 3:07
  you
• 3:08
  know,
• 3:08
  before
• 3:08
  you
• 3:08
  actually
• 3:09
  make
• 3:09
  the
• 3:09
  purchase,
• 3:10
  is
• 3:10
  starting
• 3:10
  to
• 3:10
  impact
• 3:11
  that.
• 3:11
  Like,
• 3:11
  as
• 3:11
  you
• 3:12
  go
• 3:12
  and
• 3:12
  buy
• 3:12
  your
• 3:13
  HDMI
• 3:14
  cables
• 3:14
  or
• 3:14
  whatever,
• 3:15
  it's
• 3:15
  pretty
• 3:15
  palpable
• 3:16
  that
• 3:16
  they
• 3:16
  say,
• 3:16
  hey,
• 3:17
  do
• 3:17
  you
• 3:17
  want
• 3:17
  to
• 3:17
  buy
• 3:17
  an
• 3:17
  avocado?
• 3:18
  Do
• 3:18
  you
• 3:18
  want
• 3:18
  to
• 3:18
  buy
• 3:18
  a
• 3:19
  banana?
• 3:19
  I
• 3:19
  mean,
• 3:19
  I
• 3:19
  almost
• 3:20
  get
• 3:20
  hooked
• 3:20
  into
• 3:20
  buying
• 3:21
  bananas
• 3:21
  every
• 3:21
  time,
• 3:22
  Jen,
• 3:22
  when
• 3:22
  I
• 3:22
  see
• 3:22
  that,
• 3:22
  like,
• 3:23
  it
• 3:23
  definitely
• 3:23
  arrests
• 3:24
  you
• 3:24
  when
• 3:25
  you're
• 3:25
  in
• 3:25
  their
• 3:25
  app.
• 3:26
  And
• 3:26
  so
• 3:26
  my
• 3:26
  hunch
• 3:26
  is
• 3:27
  that
• 3:27
  it's
• 3:27
  probably
• 3:27
  impacting
• 3:28
  this
• 3:28
  more
• 3:28
  than
• 3:28
  we
• 3:29
  think,
• 3:29
  as
• 3:29
  in
• 3:29
  addition
• 3:30
  to
• 3:30
  Walmart
• 3:31
  actually
• 3:31
  having
• 3:31
  the
• 3:31
  success
• 3:31
  that
• 3:32
  we've
• 3:32
  talked
• 3:32
  about
• 3:32
  on
• 3:32
  the
• 3:32
  show
• 3:33
  a
• 3:33
  lot.
• 3:34
  But
• 3:34
  then
• 3:34
  finally
• 3:34
  Sweden.
• 3:35
  So
• 3:35
  I
• 3:35
  joked
• 3:35
  about
• 3:36
  Sweden,
• 3:37
  and
• 3:37
  I'm
• 3:37
  dead
• 3:38
  serious
• 3:38
  about
• 3:38
  it
• 3:38
  because
• 3:39
  I
• 3:39
  was
• 3:39
  having
• 3:39
  a
• 3:39
  good
• 3:40
  conversation
• 3:40
  with
• 3:40
  somebody
• 3:41
  and
• 3:41
  I
• 3:41
  think
• 3:41
  what
• 3:41
  the
• 3:42
  regional
• 3:42
  grocers
• 3:42
  need
• 3:42
  to
• 3:42
  look
• 3:43
  at
• 3:43
  is,
• 3:43
  like,
• 3:43
  the
• 3:44
  examples
• 3:44
  are
• 3:44
  out
• 3:45
  there
• 3:45
  of,
• 3:45
  of
• 3:46
  of
• 3:47
  grocers
• 3:47
  in
• 3:47
  areas
• 3:48
  that
• 3:48
  have
• 3:49
  very
• 3:49
  tough
• 3:50
  economic
• 3:50
  challenges
• 3:51
  to
• 3:51
  deal
• 3:51
  with.
• 3:51
  And
• 3:52
  so
• 3:52
  Sweden,
• 3:53
  incredibly
• 3:53
  high
• 3:53
  wage
• 3:54
  rates.
• 3:54
  I
• 3:54
  was
• 3:54
  talking
• 3:55
  to
• 3:55
  the
• 3:55
  folks
• 3:55
  at
• 3:55
  Strong
• 3:56
  Point
• 3:56
  and
• 3:57
  the
• 3:57
  wage
• 3:57
  rates
• 3:58
  in
• 3:58
  Sweden,
• 3:58
  the
• 3:59
  starting
• 3:59
  wage
• 3:59
  rate
• 4:00
  in
• 4:00
  a
• 4:00
  grocery
• 4:00
  store
• 4:00
  is
• 4:01
  $35
• 4:01
  an
• 4:02
  hour.
• 4:02
  And
• 4:03
  yet
• 4:03
  they
• 4:03
  can
• 4:03
  make
• 4:04
  e
• 4:04
  groceries
• 4:04
  start
• 4:05
  to
• 4:05
  work.
• 4:05
  And
• 4:06
  so,
• 4:06
  like,
• 4:06
  that's
• 4:06
  where
• 4:07
  I'd
• 4:07
  be
• 4:07
  looking.
• 4:07
  I'd
• 4:07
  be
• 4:07
  going,
• 4:08
  I'd
• 4:08
  be.
• 4:08
  I'd
• 4:08
  be.
• 4:09
  I'd
• 4:09
  be
• 4:09
  saying
• 4:10
  to
• 4:10
  my.
• 4:10
  My
• 4:11
  teams,
• 4:11
  I'd
• 4:11
  be
• 4:11
  like,
• 4:12
  let's
• 4:12
  benchmark
• 4:13
  what
• 4:13
  the
• 4:13
  heck's
• 4:13
  going
• 4:13
  on
• 4:13
  over
• 4:14
  there,
• 4:14
  or
• 4:14
  hire
• 4:14
  a
• 4:14
  consultant
• 4:15
  to
• 4:15
  do
• 4:15
  it
• 4:15
  for
• 4:15
  you.
• 4:16
  Whatever
• 4:16
  it
• 4:16
  is,
• 4:16
  whatever
• 4:17
  it
• 4:17
  takes.
• 4:17
  That's.
• 4:18
  Those
• 4:18
  are
• 4:19
  the
• 4:19
  markets
• 4:19
  where
• 4:19
  I'd
• 4:19
  be
• 4:20
  looking
• 4:20
  very
• 4:20
  hard
• 4:20
  to
• 4:20
  say,
• 4:21
  what
• 4:21
  can
• 4:21
  we
• 4:21
  learn
• 4:22
  from
• 4:22
  them,
• 4:22
  what
• 4:22
  can
• 4:23
  we
• 4:23
  take?
• 4:23
  What
• 4:23
  can
• 4:23
  we
• 4:23
  apply
• 4:24
  really
• 4:24
  quickly?
• 4:25
  Because
• 4:25
  if
• 4:25
  they
• 4:25
  can
• 4:26
  make
• 4:26
  it
• 4:26
  work,
• 4:26
  you've
• 4:27
  got
• 4:27
  time
• 4:27
  to
• 4:28
  figure
• 4:28
  out
• 4:28
  how
• 4:28
  to
• 4:28
  make
• 4:29
  this
• 4:29
  whole
• 4:29
  thing
• 4:29
  work.
• 4:31
  Yeah,
• 4:31
  I
• 4:32
  like
• 4:32
  that.
• 4:32
  I
• 4:32
  love
• 4:32
  that
• 4:34
  it
• 4:34
  isn't
• 4:34
  about
• 4:35
  paying
• 4:35
  less
• 4:36
  to
• 4:36
  the
• 4:36
  employees
• 4:37
  that
• 4:37
  are
• 4:37
  getting
• 4:37
  it
• 4:38
  done.
• 4:38
  Right.
• 4:38
  It's
• 4:39
  a.
• 4:39
  There's
• 4:39
  a
• 4:39
  way
• 4:39
  to
• 4:39
  do
• 4:40
  both.
• 4:40
  So
• 4:40
  I,
• 4:41
  I
• 4:41
  guess
• 4:41
  I
• 4:41
  didn't
• 4:41
  realize
• 4:42
  that
• 4:42
  I
• 4:42
  would
• 4:42
  say
• 4:42
  look
• 4:43
  to
• 4:43
  Sweden,
• 4:43
  but
• 4:43
  maybe
• 4:44
  that's
• 4:44
  my
• 4:44
  response
• 4:45
  as
• 4:45
  well.
• 4:45
  Chris.
• 4:45
  Look
• 4:45
  to
• 4:45
  Sweden.
• 4:46
  Look
• 4:46
  to
• 4:46
  Sweden.
• 4:47
  Like
• 4:47
  a
• 4:47
  Seinfeld
• 4:47
  episode.
• 4:48
  Look
• 4:48
  to
• 4:48
  Sweden,
• 4:49
  Jen.
• 4:49
  Yeah,
• 4:49
  producer
• 4:50
  Ella.
• 4:50
  I
• 4:50
  feel
• 4:51
  like
• 4:51
  we
• 4:51
  have
• 4:51
  to
• 4:51
  have
• 4:51
  some
• 4:52
  type
• 4:52
  of
• 4:52
  Sweden
• 4:53
  clip
• 4:53
  coming
• 4:53
  out
• 4:53
  of
• 4:54
  this.
• 4:54
  But
• 4:54
  anyways,
• 4:55
  yeah,
• 4:56
  I
• 4:56
  mean,
• 4:56
  what
• 4:56
  I
• 4:56
  thought
• 4:57
  about
• 4:57
  was
• 4:57
  if
• 4:57
  I'm
• 4:57
  a
• 4:57
  regional
• 4:58
  grocery
• 4:58
  chain,
• 4:59
  I
• 4:59
  mean,
• 4:59
  this
• 4:59
  seems
• 5:00
  pretty
• 5:00
  simple,
• 5:01
  but
• 5:01
  it's
• 5:01
  just
• 5:01
  that
• 5:02
  we
• 5:02
  have
• 5:02
  to
• 5:02
  find
• 5:02
  a
• 5:03
  way
• 5:03
  to
• 5:03
  differentiate
• 5:04
  our
• 5:05
  delivery
• 5:05
  if
• 5:05
  we're
• 5:06
  regional
• 5:06
  from
• 5:07
  the
• 5:07
  big
• 5:07
  players.
• 5:08
  Right.
• 5:08
  Because
• 5:09
  at
• 5:10
  scale,
• 5:10
  they're
• 5:11
  going
• 5:11
  to
• 5:11
  do
• 5:11
  it
• 5:11
  differently
• 5:12
  and
• 5:12
  probably
• 5:13
  better
• 5:13
  in
• 5:13
  some
• 5:13
  ways
• 5:14
  than
• 5:14
  the
• 5:14
  regional
• 5:14
  players
• 5:15
  can.
• 5:15
  But
• 5:15
  there
• 5:16
  has
• 5:16
  to
• 5:16
  be
• 5:16
  a
• 5:16
  way
• 5:16
  and
• 5:17
  I
• 5:17
  think
• 5:17
  that
• 5:17
  has
• 5:17
  to
• 5:17
  be
• 5:17
  very
• 5:18
  important
• 5:18
  because
• 5:18
  we
• 5:19
  can't
• 5:19
  rest
• 5:20
  our
• 5:20
  laurels
• 5:21
  on,
• 5:21
  oh,
• 5:21
  they're
• 5:21
  going
• 5:21
  to
• 5:21
  keep
• 5:22
  walking
• 5:22
  in
• 5:22
  the
• 5:22
  store
• 5:23
  for
• 5:23
  us
• 5:23
  because
• 5:23
  we're
• 5:24
  local
• 5:24
  and
• 5:24
  we're
• 5:24
  right
• 5:24
  around
• 5:25
  the
• 5:25
  corner
• 5:25
  because
• 5:26
  the
• 5:26
  data
• 5:26
  is
• 5:26
  showing
• 5:26
  something
• 5:27
  totally
• 5:27
  different.
• 5:28
  So
• 5:28
  whatever
• 5:28
  that
• 5:28
  might
• 5:29
  be,
• 5:30
  campaigns
• 5:30
  marketing
• 5:31
  around
• 5:31
  how
• 5:31
  you're
• 5:32
  supporting
• 5:32
  local
• 5:32
  through
• 5:33
  E
• 5:33
  Grocery
• 5:34
  through
• 5:34
  even
• 5:35
  if
• 5:35
  you're
• 5:35
  buying
• 5:35
  online,
• 5:36
  this
• 5:36
  is
• 5:36
  how
• 5:36
  it
• 5:36
  impacts.
• 5:37
  I
• 5:37
  don't
• 5:37
  know
• 5:37
  what
• 5:37
  it
• 5:38
  is.
• 5:38
  Right.
• 5:38
  But
• 5:38
  I
• 5:38
  think
• 5:38
  there
• 5:38
  has
• 5:39
  to
• 5:39
  be
• 5:39
  a
• 5:39
  way
• 5:39
  to
• 5:39
  differentiate
• 5:40
  and
• 5:40
  continue
• 5:40
  to
• 5:40
  look
• 5:41
  at
• 5:41
  how
• 5:41
  can
• 5:42
  our
• 5:42
  customers
• 5:42
  feel
• 5:43
  something
• 5:43
  slightly
• 5:44
  different
• 5:44
  and
• 5:44
  better
• 5:45
  if
• 5:45
  we're
• 5:46
  delivering
• 5:46
  their
• 5:46
  groceries
• 5:47
  to
• 5:47
  their
• 5:47
  doorstep
• 5:47
  than
• 5:48
  Amazon
• 5:49
  Walmart,
• 5:49
  you
• 5:50
  know,
• 5:50
  the
• 5:50
  big
• 5:50
  players.
• 5:52
  And
• 5:52
  I'll,
• 5:52
  I'll
• 5:52
  make
• 5:53
  a
• 5:53
  comment
• 5:53
  on
• 5:53
  your
• 5:54
  strapped
• 5:54
  for
• 5:54
  cash
• 5:54
  piece,
• 5:55
  Chris.
• 5:55
  Yeah,
• 5:57
  I
• 5:57
  agree
• 5:57
  with
• 5:57
  you.
• 5:57
  Everyone's
• 5:58
  strapped
• 5:58
  for
• 5:58
  time.
• 5:59
  I
• 5:59
  mean,
• 5:59
  maybe
• 6:00
  that's
• 6:00
  always
• 6:00
  the
• 6:00
  case,
• 6:01
  but
• 6:01
  I
• 6:01
  certainly
• 6:01
  hear
• 6:01
  that
• 6:02
  from
• 6:02
  everyone
• 6:02
  today.
• 6:03
  But
• 6:03
  myself,
• 6:05
  I
• 6:05
  do
• 6:06
  grocery
• 6:06
  delivery
• 6:07
  and
• 6:07
  it
• 6:08
  saves
• 6:08
  me
• 6:08
  money.
• 6:09
  Not
• 6:09
  only
• 6:09
  saves
• 6:09
  me
• 6:10
  time.
• 6:10
  Does.
• 6:10
  That's
• 6:10
  the
• 6:11
  thing.
• 6:11
  It
• 6:11
  does.
• 6:11
  It
• 6:11
  can.
• 6:12
  Yeah.
• 6:13
  So
• 6:13
  I
• 6:13
  think
• 6:13
  people
• 6:14
  are
• 6:14
  catching
• 6:14
  on
• 6:15
  to
• 6:15
  that
• 6:15
  as
• 6:15
  well,
• 6:16
  which
• 6:16
  is
• 6:17
  a
• 6:17
  whole
• 6:17
  nother
• 6:19
  situation
• 6:19
  we
• 6:20
  need
• 6:20
  to
• 6:20
  look
• 6:20
  at
• 6:20
  in
• 6:20
  grocery.
• 6:21
  Like
• 6:21
  those,
• 6:22
  those
• 6:22
  purchases
• 6:23
  that
• 6:23
  I
• 6:23
  used
• 6:24
  to
• 6:24
  make
• 6:24
  if
• 6:24
  I
• 6:24
  walked
• 6:24
  in
• 6:25
  the
• 6:25
  store,
• 6:25
  but
• 6:25
  they
• 6:26
  weren't
• 6:26
  on
• 6:26
  my
• 6:26
  list.
• 6:27
  Like
• 6:27
  how
• 6:27
  are.
• 6:28
  They're
• 6:28
  all
• 6:28
  trying.
• 6:29
  Right.
• 6:29
  With
• 6:29
  the
• 6:29
  ads
• 6:30
  to
• 6:30
  get
• 6:30
  those
• 6:30
  still
• 6:30
  in
• 6:31
  front
• 6:31
  of
• 6:31
  me.
• 6:31
  But
• 6:32
  honestly,
• 6:32
  when
• 6:32
  we
• 6:32
  look
• 6:33
  at
• 6:33
  our
• 6:33
  budget
• 6:33
  month
• 6:33
  to
• 6:34
  month,
• 6:34
  when
• 6:34
  I
• 6:34
  get
• 6:34
  groceries
• 6:35
  delivered,
• 6:35
  I
• 6:36
  hit
• 6:36
  it
• 6:37
  every
• 6:37
  time
• 6:37
  when
• 6:38
  I
• 6:38
  go
• 6:38
  into
• 6:38
  a
• 6:38
  store,
• 6:39
  I
• 6:39
  end
• 6:39
  up
• 6:39
  with
• 6:39
  Tupperware
• 6:40
  and
• 6:40
  sprinklers
• 6:41
  and
• 6:42
  who
• 6:43
  knows
• 6:43
  what.
• 6:43
  Right.
• 6:44
  Candy
• 6:44
  bars
• 6:45
  from
• 6:45
  every
• 6:45
  section.
• 6:47
  So
• 6:47
  I
• 6:47
  actually
• 6:47
  find
• 6:48
  that
• 6:48
  I
• 6:48
  personally
• 6:49
  save
• 6:49
  money
• 6:49
  and
• 6:49
  time
• 6:50
  with
• 6:50
  this
• 6:51
  and
• 6:51
  I
• 6:51
  think
• 6:51
  the
• 6:52
  consumers
• 6:52
  are
• 6:52
  seeing
• 6:52
  the
• 6:53
  same
• 6:53
  thing.
• 6:53
  Yeah,
• 6:54
  that's
• 6:54
  a
• 6:54
  great
• 6:54
  point,
• 6:54
  Jen.
• 6:55
  That's
• 6:55
  a
• 6:55
  really
• 6:55
  good
• 6:55
  point.
• 6:55
  Yeah.
• 6:56
  Because
• 6:56
  it
• 6:56
  goes
• 6:56
  back
• 6:56
  to
• 6:56
  what
• 6:56
  we've
• 6:56
  talked
• 6:56
  about
• 6:57
  with
• 6:57
  smart
• 6:57
  carts
• 6:57
  the
• 6:57
  whole
• 6:57
  time
• 6:58
  too.
• 6:58
  Like,
• 6:58
  you
• 6:58
  know,
• 6:58
  the,
• 6:58
  the
• 6:59
  tough
• 6:59
  part
• 6:59
  about
• 6:59
  shopping
• 6:59
  the
• 7:00
  grocery
• 7:00
  store
• 7:00
  is
• 7:00
  you
• 7:00
  don't
• 7:00
  see
• 7:01
  your
• 7:01
  bill
• 7:01
  until
• 7:01
  the
• 7:01
  very
• 7:02
  end
• 7:02
  unless
• 7:02
  you're
• 7:02
  like
• 7:03
  calculating
• 7:03
  it
• 7:03
  all
• 7:04
  up,
• 7:04
  you
• 7:04
  know,
• 7:04
  as
• 7:04
  you're
• 7:05
  shopping,
• 7:05
  which
• 7:05
  is
• 7:05
  very,
• 7:06
  very
• 7:06
  hard
• 7:06
  to
• 7:06
  do.
• 7:07
  Whereas
• 7:07
  online
• 7:07
  you
• 7:08
  get
• 7:08
  that
• 7:08
  right
• 7:08
  away.
• 7:09
  You
• 7:09
  can
• 7:09
  see
• 7:10
  what
• 7:10
  you're
• 7:10
  spending
• 7:10
  in
• 7:10
  relation
• 7:11
  to
• 7:11
  your
• 7:11
  budget
• 7:11
  and
• 7:12
  easily
• 7:12
  remove
• 7:12
  items,
• 7:13
  which
• 7:13
  is
• 7:13
  hard
• 7:13
  to
• 7:13
  do
• 7:13
  in
• 7:14
  a
• 7:14
  grocery
• 7:14
  store
• 7:14
  too
• 7:14
  because
• 7:14
  you
• 7:14
  can
• 7:15
  get,
• 7:15
  you
• 7:15
  know,
• 7:16
  down
• 7:16
  seven
• 7:16
  aisles.
• 7:17
  You're
• 7:17
  not
• 7:17
  going
• 7:17
  back
• 7:17
  to
• 7:17
  put
• 7:18
  it
• 7:18
  away
• 7:18
  necessarily
• 7:19
  either
• 7:19
  or,
• 7:19
  you
• 7:20
  know,
• 7:20
  or
• 7:20
  you
• 7:20
  could
• 7:21
  be
• 7:21
  one
• 7:21
  of
• 7:21
  those
• 7:21
  people
• 7:21
  and
• 7:21
  I
• 7:21
  guess
• 7:22
  just
• 7:22
  put
• 7:22
  it
• 7:22
  in
• 7:22
  whatever
• 7:22
  aisle
• 7:23
  you
• 7:23
  want.
• 7:23
  But
• 7:23
  I
• 7:23
  hope,
• 7:24
  no
• 7:25
  hope,
• 7:25
  I
• 7:25
  hope
• 7:25
  no
• 7:26
  one's
• 7:26
  doing
• 7:26
  that
• 7:26
  because
• 7:26
  that's
• 7:27
  just
• 7:27
  mean
• 7:27
  for
• 7:27
  the
• 7:27
  grocery,
• 7:28
  for
• 7:28
  the
• 7:28
  store
• 7:28
  associates
• 7:29
  that
• 7:29
  are
• 7:29
  working
• 7:29
  the
• 7:29
  store
• 7:30
  as.
• 7:30
  A
• 7:30
  single
• 7:31
  consumer
• 7:32
  ordering
• 7:32
  that
• 7:33
  grocery
• 7:33
  people
• 7:33
  share
• 7:34
  lists.
• 7:34
  Right.
• 7:34
  Or
• 7:35
  share
• 7:35
  carts.
• 7:35
  But
• 7:36
  I
• 7:36
  don't
• 7:37
  have
• 7:37
  my
• 7:37
  kids
• 7:37
  hanging
• 7:38
  out
• 7:38
  of
• 7:38
  the
• 7:38
  cart
• 7:38
  asking
• 7:39
  for
• 7:39
  Twinkies.
• 7:40
  Right.
• 7:40
  I
• 7:40
  don't
• 7:41
  have.
• 7:41
  There's
• 7:41
  just
• 7:42
  not
• 7:42
  the
• 7:42
  same
• 7:42
  consumer
• 7:43
  behavior
• 7:44
  online
• 7:44
  that
• 7:44
  there
• 7:44
  is
• 7:45
  in
• 7:45
  store.
• 7:46
  And
• 7:46
  so
• 7:46
  spend
• 7:47
  wise,
• 7:47
  I,
• 7:48
  I'm
• 7:48
  able
• 7:48
  to
• 7:48
  just
• 7:49
  get
• 7:49
  what
• 7:49
  I
• 7:49
  had
• 7:50
  on
• 7:50
  the
• 7:50
  list.
• 7:50
  I'm
• 7:51
  at
• 7:51
  my
• 7:51
  house,
• 7:51
  I
• 7:51
  can
• 7:52
  see
• 7:52
  if
• 7:52
  I
• 7:52
  have
• 7:52
  sour
• 7:52
  cream
• 7:53
  instead
• 7:53
  of
• 7:53
  just.
• 7:54
  I'll
• 7:54
  get
• 7:54
  the
• 7:54
  sour
• 7:54
  cream
• 7:55
  in
• 7:55
  case
• 7:55
  I
• 7:55
  don't
• 7:55
  have
• 7:56
  it.
• 7:56
  Right.
• 7:56
  There's
• 7:57
  a
• 7:57
  lot
• 7:57
  of
• 7:57
  reasons
• 7:57
  I've
• 7:58
  had
• 7:58
  to
• 7:58
  make
• 7:58
  this
• 7:58
  case
• 7:58
  to
• 7:58
  many
• 7:59
  people
• 7:59
  that
• 7:59
  delivery
• 8:00
  is
• 8:00
  actually
• 8:02
  saves
• 8:02
  me
• 8:03
  money.
• 8:03
  I
• 8:03
  don't
• 8:03
  know
• 8:03
  of
• 8:03
  everyone
• 8:04
  but
• 8:04
  myself,
• 8:05
  I'm
• 8:05
  the
• 8:05
  use
• 8:05
  case.
• 8:06
  That's
• 8:06
  a
• 8:06
  good
• 8:07
  point
• 8:07
  too
• 8:07
  because
• 8:07
  you're
• 8:07
  bringing
• 8:07
  up
• 8:08
  the
• 8:08
  parent.
• 8:09
  No
• 8:09
  factor.
• 8:09
  If
• 8:09
  you
• 8:10
  got
• 8:10
  kids,
• 8:10
  you
• 8:10
  don't
• 8:10
  have
• 8:11
  to
• 8:11
  say
• 8:11
  no.
• 8:11
  You
• 8:12
  just
• 8:12
  are
• 8:12
  in
• 8:12
  total
• 8:12
  control
• 8:13
  of
• 8:13
  it.
• 8:13
  And
• 8:13
  that
• 8:13
  is
• 8:14
  what
• 8:14
  it
• 8:14
  is.
• 8:15
  So
• 8:15
  Jen,
• 8:15
  before
• 8:16
  we,
• 8:16
  before
• 8:16
  we
• 8:16
  move
• 8:17
  on,
• 8:17
  I'm
• 8:17
  curious,
• 8:18
  so
• 8:18
  if
• 8:18
  you
• 8:18
  are
• 8:18
  a
• 8:19
  regional
• 8:19
  grocer,
• 8:20
  is
• 8:21
  this
• 8:21
  a
• 8:21
  five
• 8:21
  alarm
• 8:22
  fire
• 8:22
  statistic
• 8:22
  for
• 8:23
  you?
• 8:25
  I
• 8:25
  don't
• 8:25
  think
• 8:26
  it's
• 8:26
  surprising.
• 8:27
  Are
• 8:27
  you.
• 8:27
  I
• 8:27
  mean,
• 8:28
  I,
• 8:28
  I
• 8:28
  do
• 8:29
  think
• 8:29
  it's,
• 8:30
  I
• 8:30
  mean,
• 8:30
  five
• 8:30
  alarm
• 8:31
  fire,
• 8:31
  that
• 8:31
  sounds
• 8:31
  very
• 8:32
  dramatic.
• 8:32
  So
• 8:32
  I'm,
• 8:32
  I'm
• 8:33
  hesitant
• 8:33
  to
• 8:33
  say
• 8:34
  yes.
• 8:34
  I
• 8:34
  know.
• 8:34
  I
• 8:35
  do
• 8:35
  think
• 8:35
  it's
• 8:35
  a
• 8:36
  must
• 8:36
  have.
• 8:37
  I
• 8:37
  think
• 8:37
  there's
• 8:37
  only
• 8:38
  one
• 8:38
  that
• 8:38
  I'm
• 8:38
  aware
• 8:39
  of
• 8:39
  that
• 8:39
  has
• 8:39
  said
• 8:39
  they're
• 8:39
  never
• 8:40
  doing
• 8:40
  it
• 8:40
  and
• 8:40
  that's
• 8:40
  Trader
• 8:41
  Joe's.
• 8:42
  They're
• 8:42
  never
• 8:42
  doing
• 8:43
  E
• 8:43
  Commerce.
• 8:44
  Right.
• 8:45
  But
• 8:45
  if
• 8:45
  I'm
• 8:45
  a
• 8:46
  regional
• 8:46
  grocer
• 8:46
  and
• 8:46
  I
• 8:47
  haven't
• 8:47
  figured
• 8:47
  out
• 8:47
  how
• 8:48
  to
• 8:48
  do
• 8:48
  this
• 8:48
  profitably,
• 8:49
  which
• 8:49
  most
• 8:49
  of
• 8:49
  them
• 8:49
  haven't,
• 8:51
  I
• 8:51
  would
• 8:51
  say
• 8:51
  this
• 8:51
  is
• 8:52
  my
• 8:52
  number
• 8:52
  one,
• 8:53
  one
• 8:53
  of
• 8:54
  my
• 8:54
  top
• 8:55
  focuses.
• 8:55
  So
• 8:56
  one
• 8:56
  of
• 8:56
  my
• 8:56
  five
• 8:56
  alarm
• 8:57
  fires,
• 8:57
  does
• 8:57
  that
• 8:58
  make
• 8:58
  sense?
• 8:58
  Yeah.
• 8:59
  So
• 8:59
  yeah,
• 8:59
  basically
• 9:00
  you're
• 9:00
  saying
• 9:00
  the
• 9:00
  building's
• 9:00
  not
• 9:01
  burning
• 9:01
  down
• 9:01
  yet,
• 9:02
  but
• 9:02
  you
• 9:02
  gotta
• 9:03
  make
• 9:03
  sure
• 9:03
  the
• 9:03
  sprinkler
• 9:03
  systems
• 9:04
  are
• 9:04
  working.
• 9:04
  That's
• 9:05
  kind
• 9:05
  of
• 9:05
  how
• 9:05
  I
• 9:06
  would
• 9:06
  take
• 9:06
  that.
• 9:07
  We
• 9:07
  just
• 9:07
  have
• 9:07
  to
• 9:07
  be
• 9:07
  taking
• 9:08
  it
• 9:08
  seriously,
• 9:08
  which
• 9:08
  I
• 9:09
  think
• 9:09
  most
• 9:09
  of
• 9:09
  them
• 9:09
  are.
• 9:09
  I
• 9:10
  think
• 9:10
  they're
• 9:10
  taking
• 9:10
  it
• 9:10
  seriously.
• 9:11
  But
• 9:12
  a
• 9:12
  way
• 9:12
  to
• 9:12
  differentiate,
• 9:13
  small
• 9:13
  way
• 9:14
  to
• 9:14
  differentiate,
• 9:14
  get
• 9:15
  some
• 9:15
  creativity
• 9:15
  onto
• 9:16
  your
• 9:16
  team
• 9:17
  instead
• 9:17
  of
• 9:17
  just,
• 9:17
  hey,
• 9:18
  this
• 9:18
  is
• 9:18
  what
• 9:18
  Walmart
• 9:18
  does.
• 9:19
  We're
• 9:19
  going
• 9:19
  to
• 9:19
  keep
• 9:19
  doing
• 9:19
  this.
• 9:20
  It's
• 9:20
  like,
• 9:20
  how
• 9:20
  can
• 9:21
  you
• 9:21
  differentiate?
• 9:22
  Should
• 9:22
  definitely
• 9:22
  be
• 9:22
  important.
• 9:24
  I
• 9:25
  don't
• 9:25
  think
• 9:25
  these
• 9:25
  stats
• 9:26
  are
• 9:26
  surprising.
• 9:28
  I
• 9:28
  think
• 9:28
  we
• 9:28
  all
• 9:28
  felt
• 9:29
  it.
• 9:29
  I
• 9:29
  think
• 9:29
  they
• 9:29
  all
• 9:30
  knew
• 9:30
  these
• 9:30
  stats
• 9:30
  were
• 9:31
  coming.
• 9:31
  So
• 9:32
  the,
• 9:32
  the
• 9:32
  stats
• 9:33
  necessarily
• 9:33
  aren't
• 9:34
  the
• 9:34
  five
• 9:34
  alarm
• 9:34
  fire.
• 9:35
  But
• 9:35
  if
• 9:35
  you
• 9:35
  haven't
• 9:35
  figured
• 9:36
  out,
• 9:36
  or
• 9:36
  if
• 9:36
  you
• 9:36
  don't
• 9:37
  have
• 9:37
  big
• 9:37
  plans
• 9:37
  to
• 9:38
  figure
• 9:38
  out
• 9:39
  delivery,
• 9:39
  I
• 9:40
  think
• 9:40
  it
• 9:40
  could
• 9:40
  be
• 9:40
  a
• 9:40
  five
• 9:41
  alarm
• 9:41
  fire.
• 9:42
  The
• 9:42
  ship
• 9:42
  to
• 9:42
  home
• 9:42
  is
• 9:43
  what's,
• 9:43
  is
• 9:43
  what's
• 9:44
  growing,
• 9:44
  you
• 9:44
  know,
• 9:45
  and
• 9:45
  that's,
• 9:45
  that's,
• 9:46
  that's
• 9:46
  people
• 9:47
  going
• 9:47
  directly
• 9:47
  to
• 9:48
  the
• 9:48
  retailer
• 9:48
  to
• 9:48
  get
• 9:49
  the
• 9:49
  groceries
• 9:49
  they
• 9:50
  want
• 9:50
  delivered.