In Vancouver, our most popular local supermarket chain (Save-on-Foods) has started offering a service where you can order groceries on the web or in an app at the same prices as in the store. Then, you can either quickly pick up the collected groceries for free, or you can pay them a fee for delivery if you prefer. Even though the chain is local and the service is new, the software works well, the service works well, and overall it's a good offering.
So my question is: how do investors project that an intermediary like Instacart can outcompete the same service provided by the supermarkets themselves? Doordash can compete on variety and speed, but most folks shop at the same one or two supermarkets all the time and rarely need groceries urgently.
So my question is: how do investors project that an intermediary like Instacart can outcompete the same service provided by the supermarkets themselves? Doordash can compete on variety and speed, but most folks shop at the same one or two supermarkets all the time and rarely need groceries urgently.