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Comments on “Shipt”
Posts » Shipt » Comments » Comment
Austin Sandmeyer@as_austin · Thinker/Student/Rockstar
What makes this beat the rest of the market? There is a lot of companies in this space and it has network externalities. Why Shipt?🤔  See more
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Shlok Vaidya@shloky · Integration Product at Planview, Writer
@as_austin If you remember how the GroupOn/daily deal gold rush went, basically, a replicatable business model that requires holding no inventory of your own, dependent on geography, means that people start clones in the hopes that whoever becomes the dominant player acquires them for the 'book of business' so to speak. Look at GroupOns acquisitions - clon… See more
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Mario Scott@mlsj1
@as_austin Cause they are in locations where @instacart and @freshdirect are not
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Austin Sandmeyer@as_austin · Thinker/Student/Rockstar
@mlsj1 Oh I understand that and Shipt also has a subscription-based community. But I don't see either of those as being key differentiators. I think overall it says the market wants grocery delivery if they are all profitable, but I don't see the large difference between them and Instacart, Peapod, Amazonfresh, UberEssentials (pending expansion), FreshDirect… See more
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Mario Scott@mlsj1
@as_austin The opposite is true of the companies you mention. This business is still in the land grab stage an no where near mature. And the companies mentioned above are not expanding that quickly, leaving room for other entrants. Plus if you look and the biggest part of there footprint, the South East, are in markets that most of those companies are expand… See more
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Patrick Sullivan@patsully88 · Head of Mobile Development at Shipt
@mlsj1 Except for Atlanta and Miami 😜
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Mario Scott@mlsj1
@patsully88 Well that is only two markets, kinda big markets.
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