Post by arfanho7 on Feb 25, 2024 6:23:58 GMT
At the same time they ve maintained a strategy of exclusivity with pet food so that they are not stocking all of the same items that Walmart and the supermarket carry. Alvarez PetSmart saw the Internet challenge back in and when Pets came along they dreamed up this strategy very early on. To me it s a lesson on just smart strategic leadership.
They saw the threat and came up with a smart strategy that placed them where the puck was going. Q Those are two winners which businesses do you think are at risk Alvarez In the worst shape are the stores that said I can fix that. Maybe it s not fixable—maybe percent of your products are now going to be sold online Ukraine Mobile Number List or in a digital format like books. Barnes Noble and Staples are two companies in great peril because not only is the Internet more efficient at what those stores sell what they sell may no longer needed by the customer Those are the easier ones to see in decline. But there are some businesses that at first glance look to be OK but on close inspection are in trouble. A company that s going to be in trouble over the next few years is Kroger in the food space. They are a very large company.
They have all this leverage against suppliers. counts are fine they ve crushed the competition. But I think they are at an inflection point. Is the typical Kroger store going to be where the average person is going to want to shop in a few years I don t think so. This is true for the supermarket space in general it s really not about Kroger as an organization. Supermarkets are these very large impersonal and inefficient spaces for customers. Grocery shopping is one of the most unappealing chores for a large swath of customers. The supermarket space is ripe for disruption by ecommerce. But it s not just about the ecommerce. Other changes are going on in the environment.
They saw the threat and came up with a smart strategy that placed them where the puck was going. Q Those are two winners which businesses do you think are at risk Alvarez In the worst shape are the stores that said I can fix that. Maybe it s not fixable—maybe percent of your products are now going to be sold online Ukraine Mobile Number List or in a digital format like books. Barnes Noble and Staples are two companies in great peril because not only is the Internet more efficient at what those stores sell what they sell may no longer needed by the customer Those are the easier ones to see in decline. But there are some businesses that at first glance look to be OK but on close inspection are in trouble. A company that s going to be in trouble over the next few years is Kroger in the food space. They are a very large company.
They have all this leverage against suppliers. counts are fine they ve crushed the competition. But I think they are at an inflection point. Is the typical Kroger store going to be where the average person is going to want to shop in a few years I don t think so. This is true for the supermarket space in general it s really not about Kroger as an organization. Supermarkets are these very large impersonal and inefficient spaces for customers. Grocery shopping is one of the most unappealing chores for a large swath of customers. The supermarket space is ripe for disruption by ecommerce. But it s not just about the ecommerce. Other changes are going on in the environment.