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The novel strategy of making money, and investing to do so - Amazon + Whole Foods

The novel strategy of making money, and investing to do so - Amazon + Whole Foods

Episode 97 Published 9 years, 3 months ago
Description

Looks like we’ll be getting cheaper organic food what with Amazon buying Whole Foods. What exactly is the strategy at play here, though? Other than the obvious thing of doing online groceries, how is Amazon advantaged here such that others (like Wal-mart), can’t simply do this themselves. We go over these questions and how they related to M&A in general. Plus recommendations and some podcast meta talk.

Mid-roll Podcast meta-talk Amazon Buys Whole Foods
  • This was not covered in the Mary Meeker slide-fest.
  • Coté’s notebook on the topic.
  • Stratechery on WF Acquisition
  • Exponent Podcast
  • What exactly are the barriers to entry here for other grocery stores.
  • The business: online, and just the grocery store on it’s own...plus the 460+ physical stores for other goods?
  • Barriers to entry, Amazon buyers (Whole Foods looks good now?), culture clash?, HEB love, private label
BONUS LINKS! Not covered in episode.

Gartner Magic Quadrant for IAAS is Here!