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To own or not to own delivery? Grocers reassess the Instacart dilemma.
Delivery platforms, in general, control the delivery price and payout policies, with no control for the delivery agent.
Sangeet Paul Choudary • The economics of food delivery platforms
Online grocery platforms: Facebook, Reliance, and the post-pandemic platform economy
Sangeet Paul Choudaryplatforms.substack.com
Third-party delivery platforms, as they’ve been built, just seem like the wrong model, but instead of testing, failing, and evolving, they’ve been subsidized into market dominance. Maybe the right model is a wholly-owned supply chain like Domino’s. Maybe it’s some ghost kitchen / delivery platform hybrid. Maybe it’s just small networks of restauran... See more
themargins.substack.com • Doordash and Pizza Arbitrage
Macy’s, having decided it can’t afford to have its inventory segregated between online and in-store, has announced plans to equip 292 of its more than 800 stores with backroom distribution centers, blurring the once bright line between store and warehouse and allowing the retailer to apply inventory against demand at any touchpoint. Why? Greater fl
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