Amazon examines bigger uses for its cashierless technology

Amazon examines bigger uses for its cashierless technology

Ever the disruptor, Amazon is testing its cashierless checkout technology in larger format stores compared to the footprint for Amazon Go. Implications about even if Amazon keeps the technology to itself.

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Blue Apron and GNC, two examples of the struggle to fight against thematic headwinds

Blue Apron and GNC, two examples of the struggle to fight against thematic headwinds

The latest entrant into the meal kitting business continues our bearish call on Blue Apron (APRN) shares, and we take a look at an Aging of the Population company that looks to get a lifeline from China for its balance sheet and its business.

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Amazon moves one step closer to disrupting the grocery industry

Amazon moves one step closer to disrupting the grocery industry

After Amazon acquired Whole Foods, it seems that many forgot about its prior effort to disrupt the grocery industry with Amazon Go. Now the company has shared that it is close to bringing this worker-less concept that relies on its mobile app and a litany of sensors to allow shoppers to do their thing all […]

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No need to catch the falling knife that is Blue Apron, we have Amazon

No need to catch the falling knife that is Blue Apron, we have Amazon

Is now the time to pick off Blue Apron, one of the more widely publicized IPO’s of 2017? In this post we dig into why this busted IPO isn’t cheap even at current levels, and it has a lot to do with the 800-pound gorilla that has entered the space, Amazon.

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More cyber pain as Whole Foods and Sonic are hit by hackers 

More cyber pain as Whole Foods and Sonic are hit by hackers 

Another day, another cybersecurity breach. Or so it seems as this week two high-profile cyber attacks were revealed – Whole Foods and Sonic Corp. Retail and restaurant pain from these attacks is just the latest in a growing number of reminders that cybersecurity spending will continue to be on the upswing as hackers get more […]

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$100 Billion in Online Grocery Sales by 2025 Raises Competitive and Logistics Questions

$100 Billion in Online Grocery Sales by 2025 Raises Competitive and Logistics Questions

Each month it seems we get more data points that confirm the accelerating shift toward digital shopping. As we noted in a recent post,  non-store sales accounted for 19 percent of holiday shopping in 2016 vs. 17% in 2015, but the shift is moving way past holiday shopping. Amazon is moving into fashion, groceries and […]

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Going after Amazon, Wal-Mart to test grocery delivery with Uber and Lyft 

Going after Amazon, Wal-Mart to test grocery delivery with Uber and Lyft 

As we wade deeper into the Connected Society, the largest US grocer better known as Wal-Mart teams with Asset-Lite companies Uber and Lyft to combat Amazon’s Prime Fresh grocery delivery. How long until Kroger, Whole Foods and the like get into the game? Perhaps its more than the mall that might be dead? Wal-Mart Stores […]

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