The Grocery War is Escalating Quickly

How Tech Might Tilt the Battle

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“The computer is the bicycle of the mind.” Steve Jobs

“AI is the bullet train for convenience shopping.” Papa Phil

'“I Am All Lost in the Supermarket.” The Clash

Since I live only a couple hundred yards away, I watch the “growing” legions of Walmart online shoppers as they pull their SUVs into my neighborhood Wally World. Their $138 dollar per annual subscription gives the consumers the benefit for online purchases of prescriptions, clothes, meat, and produce. The employee shoppers that do the work of picking and packing the online requests, load those cars and trucks while the driver mostly watches. The growth has been estimated for 2025 at nearly 20%, that online revenue stream alone for Walmart is a measly $141 billion in gross revenue from carrots, rice and whole chickens!

Costco has a $65 subscription or $130 for the business tier. “People are very loyal” to their neighborhood Costco experience. Buying in bulk, in person, with all the warehouse goodies, free samples along the aisles, and a cheap form of lunch for hot dogs and a soda. Seems like an impenetrable moat around the warehouse castle. Shopping made fun, until you get it all rung up at the cashier $.

Amazon also has your $139 annual membership dollars. You also receive exclusive shopping events like Prime Big Deal Days, Prime TV streaming, Whole Foods Market deals, Thursday Night NFL Football, a free Grubhub+ membership, and access to Prime Book Benefits like Amazon First Reads.

Back in 2017, Amazon shocked the retail world by buying Whole Foods. Many thought that deal would immediately reshape grocery shopping. Yet new Whole Foods locations have been slow to appear, almost as if Amazon shelved the idea of building out a shiny new grocery footprint. But don’t be fooled. While everyone was looking at fresh produce aisles, Amazon was loading up its supply chain like a giant slingshot.

Here is a key:

In just the past two years, Amazon has added logistics capacity equal to Walmart’s entire supply chain. Let that sink in. Walmart, the undisputed titan of U.S. retail, built its supply dominance over decades. Amazon matched it in just 24 months. Read on for the keys to the grocery kingdom!