Should grocers like Kroger build their own delivery networks… or keep partnering with DoorDash and Instacart?
Chris doesn't hold back on Kroger's increasing reliance on third-party delivery providers. He argues the grocer's e-commerce strategy appears lost, swinging the pendulum from heavy Ocado automation investment to full dependence on Instacart and DoorDash marketplaces. Chris warns that the smarter 10-year play is owning your fulfillment network with white-label delivery support… otherwise, Walmart and Amazon will figure out how to do it cheaper and drive volume away from traditional grocers.
#Kroger #GroceryStrategy #EcommerceWarning #RetailAnalysis #DoorDash #ThirdPartyDelivery #RetailInfrastructure
