Wednesday, June 21, 2017

Amazon's New Customer

Posting this article from Stratechery for my wife regarding the Amazon Whole Foods purchase.  Good reading.

What I expect Amazon to do over the next few years is transform the Whole Foods supply chain into a service architecture based on primitives: meat, fruit, vegetables, baked goods, non-perishables (Whole Foods’ outsized reliance on store brands is something that I’m sure was very attractive to Amazon). What will make this massive investment worth it, though, is that there will be a guaranteed customer: Whole Foods Markets.

https://stratechery.com/2017/amazons-new-customer/

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