BC ALL
Saved by @Jacobtldr

1/ Grocery needs some help. Avg op margin in grocery is 2-3% but avg margin for public CPG is 21%. Are public CPG co's adding that much more value? No - I think that margin difference is a legacy from decades ago when the large brands mattered. Today value contribution is same.

 2/ That doesn’t seem fair.

But life isn’t fair.
3/ So grocery is in trouble. Growth is negligable absent inflation. Some large grocers are levered up to the gills. All are struggling to provide value to consumer. The answer will be assortment and convenience - namely delivery and click and collect.

I said “to the gills”. Ha.
4/ OK back to assortment and convenience. Here is why those are the things that matter. First convenience. Delivery is going to become table stakes in grocery. Ocado is killing it in UK. @Instacart will win here. (yes…..I think Instacart will beat @Amazon at grocery delivery).
5/ Even smaller retailers will need to invest in technology to offer click and collect if they cant do delivery.....and if that is table stakes, that means it is just to maintain market share.....and ROIC and margins and cash flow go lower.

VC backed solutions to the rescue.
6/ Assortment (products put on the shelf).

This will be the other key component of value to the consumer. Assortment is about price and product.
7/ Price means same products for less. Same…..boring….old….uninteresting products for less. That seems like a tough value strategy given the interest in innovation – which has been driven by small co’s.
https://t.co/xwxoHo8oTQ
8/ Price can also be driven by private label, but US customers have stalled at ~20% of sales to PL for the past decade (ex-dairy). Maybe the retailers will suddenly invest in new PL products that incentivize the customer to the offering, but I'm not seeing enough of that now.
9/ The other reason price is really a losing strategy? @Amazon and @Walmart.

You gonna beat them on price?
10/ So the key component about assortment is really driving unique products. Give the customer innovation and they will stop focusing only on price.
11/ That’s how you compete against Walmart. Find a new dimension and don’t compete only on pennies over the same box of @cheerios.
12/ SO how do you compete on assortment? You need to change the game. Too many retailers (i.e. @Publix, @Albertsons, etc) are just competing on price.

The innovative ones are trying to find ways to compete on innovation (Product).
13/ That used to be @WholeFoods – but WFM is moving away from innovation as they make it more difficult for smaller brands to thrive.
14/ Those companies that use new data in new/interesting ways will win. Problem is that so many today rely on massively commoditized retail level sales data from a few of the same players that give everyone the same info.
15/ Yes the grocery stores usually have data on what sells in their stores. But that is 0.001% of the # of SKUs in existence (my own scientific estimate). What is key is figuring out what to put on their shelves. That is what getting the right assortment means.
16/ Kroger tries to use data in a more interesting way than most grocery stores. That has helped with their assortment:
https://t.co/b9HZtgMdz4
17/ More is needed for all. They need an edge in data that will help prevent them from relying on just price. Remember their margins (#1 above)? Do you think trying to compete w/ @Walmart and @Amazon on price is going to help or hurt that margin.
18/ Only option is to invest in assortment in the form of innovative products. The answer there is to invest into non-commoditized data.

That is the future of grocery. They will need to invest massively into non-commoditized data.
19/ Historically most have relied on “buyers” to make assortment decisions. People that are making gut driven decisions based off of what they like (literally tasting/trying products). Very little data being used and almost none is external to their own store. That will change.
20/ The grocers that continue to only use their own data, or commoditized data sources, will die slowly.

Those that adapt and become data/tech enabled at their core will compete meaningfully with Walmart & Amazon.
21/ Offline grocers can succeed - but need to improve on assortment and convenience.

More from All

Arif Hasan\U0001f1ee\U0001f1f3
Arif Hasan🇮🇳...
@arifhasan18
5 star RSI Strategy by @VishalMalkan

Unconventional approach of 60-40 RSI and range shift concept.

According to him,
whenever the market is bearish,
it won’t be able to cross 60,
and whenever in a bullish trend,
it won’t be able to cross 40.

Like & Retweet for Maximum Reach.

So, instead of the 70-30 Relative Strength Index,
we will use the 60-40 range for the RSI indicator for this strategy.

When the
Monthly and Weekly RSI>60,
& when the RSI takes support at 40 in the daily chart,
it may bounce back and most probably it will not go below 40.

If a bullish candle is formed at the 40 RSI level,
the prices may bounce back, and one can enter the stock.

The stoploss can be placed at the low of that bullish candlestick,
and the target can be the 60 RSI level.

When the
Monthly and Weekly RSI<40,
& when the RSI takes resistance at 60 in the daily chart,
it may bounce back and most probably it will not go above 60

If a bearish candle is formed at the 60 RSI level,
the prices may bounce back from there, & 1 can enter the stock 4 shorting

The stoploss can be placed at the high of that bearish candlestick, and the target can be the 40 RSI levels.

#banknifty

This range shift concept can be applied in any timeframe,
whether intraday, daily,weekly, etc.
ALL
sriram
sriram
@SriramKannan77
'Treasure Gods' - Sangha Nidhi' and 'Padma Nidhi', Tirumala, Tirupati.

------------------------------------

These are the two guards guarding the Wealth and Treasure of Lord Sri Venkateswara.

They are representatives of two treasures of Kubera, the God of Wealth.


One guard who is holding shangam (conch) on both the hands is known as Shanka Nidhi ('nidhi' means wealth).

On the other side, the guard who is holding Lotus flowers on both the hands is known as Padma nidhi.

Shangu is from the ocean which includes all types of wealth like pearls and corals.

Why shagam in his hand? Because shangam only gives the sound of 'omkaram'.

'Padmam' is the symbol of water sources in land like river, lakes, tanks etc. which is very important for all living beings.

As per the tradition, these guards are installed at the third entrance of the temple.

One enters the holy shrine after saluting the first protection threshold - Sankha Nidhi and Padma Nidhi.
ALL
Advertisement
Anu Satheesh
Anu Satheesh
@AnuSatheesh5
Thrikkangode Sree Randu Moorthy Temple
Ottappalam, Kerala. 🚩
#keralatemples

This is very unique temple as Shiva and Vishnu both are in the “linga” form in the same Garbhagriham. The Srikovil is in a circular pattern. Temple's Prathishta was done by Parasurama.


Mahadeva and Maha Vishnu in the same Srikovil is very rare Prathishta, but poojas are done separately Dhara is done to Maha Vishnu here. People suffering from “KAIVISHAM” and mental illness are fully cured on drinking a medicinal herb supplied by a nearby family here.


The root of the banyan tree around the Ayyappa Sannidhanam is said to have great powers for skin ailments.

Very ancient temple but was covered with forest for many years.
Later two persons Chakki and Chaathan, while cutting trees their axe hit on the nearby
@SriramKannan77


Vigrahams and it suddenly started bleeding. Later Devaprashnam was held and thus found out that these were murthy's of Shiva and Vishnu which was worshipped long back. And thus temple is constructed here.
Om Namah Sivaye
Om Namo Narayanaya
🕉🙏🕉
ALL
Angela Jamison
Angela Jamison
@AnJamison
@MiMagaWatch @buzz\_chronicles @buzz\\\_chronicles @buzz_chronicles save as category @pdfmakerapp grab @pdfmakerapp grab this @readwiseio save @readwiseio save thread @threader compile summarize @Threadreaderapp unroll please @ttttreads unroll @unrollthread.com @SaveToBookmarks
ALL
Hasan Toor \u272a
Hasan Toor ✪
@hasantoxr
ChatGPT is a phenomenal AI Tool.

But don't limit yourself to just ChatGPT.

Here're 8 AI-powered tools you should try in 2023:

1. KaiberAI

@KaiberAI helps you generate beautiful videos in minutes.

Transform your ideas into the visual stories of your dreams with this Amazing Tool.

New features:
1. Upload your custom music
2. Prompt Templates
3. Camera Movements:

Check here

https://t.co/ivnDRf628L


2. @tldview TLDV

Best ChatGPT Alternative for meetings.

Make your meetings 10X more productive with this amazing tool.

Try it now:

https://t.co/vOy3sS4QfJ


3. ComposeAI

Use ComposeAI for generating any text using AI.

It’s will help you write better content in seconds.

Try it here:

https://t.co/ksj5aop5ZI


4. Browser AI

Use this AI tool to extract and monitor data from any website.

Train a robot in 2 minutes to do your work.

No coding required.

https://t.co/nNiawtUMyO
ALL

You May Also Like

Seth Abramson
Seth Abramson
@SethAbramson
(THREAD) The Whitaker scandal is deepening, as it becomes clear that Sessions' Russia recusal was a coordinated sham and his firing an act of obstruction—and that his replacement is a White House plant inside the Mueller probe. I hope you'll retweet and read on for more details.


1/ From 2014-17 Whitaker worked for World Patent Marketing—which during his tenure defrauded consumers out of $26 million and was successfully prosecuted by the feds. His involvement in the scam confirmed he had loose morals and that the feds would never want to employ him again.

2/ Despite the seeming impossibility of a man with Whitaker's background getting a job at Justice ever again—he'd been found to have used his former title as a US attorney to fraudulently threaten consumers with valid complaints with criminal penalties—Whitaker found an opening.

3/ Within 60 days of parachuting out of World Patent Marketing as it was being fined $26 million by the feds, Whitaker was working for CNN and telling a fellow attorney panelist that his purpose in working for CNN was to get noticed by one man—Donald Trump—and thereby get a job.

4/ Whitaker spent his time at CNN making ludicrous statements about the Mueller probe: there was no obstruction or collusion, he said; Mueller had no authority to look into any aspect of Trump's finances or to subpoena him, he said. All the while, he hoped Trump was watching him.
POLITICS
Jaya_Upadhyaya
Jaya_Upadhyaya
@Jayalko1
SRI THIRUNARAYANA PERUMAL, MELKOTE (KAR)

Known as Dakshin Badri, Thiru Narayanapuram is one of the four famous Swayambu Kshetrams, the other three being Srirangam, Kanchipuram and Tirupati.
The presiding diety is Cheluva Narayana Swamy/ Selva Pillai/ Rama Priyan.


Once, Sri Rama gave his aradhana murthi of Sri Ranganatha, to Raja Vibhishana on his request. So he was left without a murthi for his daily pujas. Brahma is said to have provided the murti of Selva Pillai to Rama who later passed this on to his sons, Lava and Kusa.


When Kusa’s daughter married a Yadava prince, this murthi moved to the lunar dynasty from solar.

It is said that the utsav murthi got the name Selva Pillai due to Sri Ramanuja.
Once, a Sultan took away this murthi and Sri Ramanuja went in its search to the Sultan’s palace.
ALL
Advertisement
Matt Fuller
Matt Fuller
@MEPFuller
They’re shooting into the chamber.
POLITICS
Anu Satheesh \U0001f1ee\U0001f1f3
Anu Satheesh 🇮🇳...
@AnuSatheesh5
Thiruvizha Mahadeva Kshetram
#Alappuzha 
#Keralatemples 🚩

Thiruvizha Mahadeva Kshetram is located in Cherthala and it is believed that Prathishta of temple was done by Vilwamangalam Swamy. Paramashiva is Swayambhu here and is worshipped as Kalakandha which means who swallowed


Halahala visham to save the world during Samudra mathanam. 

It is a famous temple where people seek the blessings, for curing the Kaivisham. The poison given by someone to destroy a person is made to vomit here. This is removed by making them vomit the poison by a special


medicine.
The medicine for vomiting is made from a plant near temple by Palodathu family. The milk offered to Bhagwan is mixed with the extracts of the plant.

Story says that once this place was a dense forest, and a woman was looking for the presence of a tortoise in the pond


and the tip of her stick hit the bottom and it started bleeding in the pond. 
Frightened, the lady informed every one and after searching in pond people found Swayambhu Lingam inside the pond. Thus Prathishta was done here.

Om Namah Shivaye
Shambo Mahadeva
🙏🕉🙏
ALL
Kelly Ellis
Kelly Ellis
@justkelly_ok
So, I want to talk about how sexual harassment and fair pay are linked at Google (and beyond), because I think that's an angle that isn't being highlighted enough in the coverage of these walk-outs. I'm going to frame it largely around my personal experience there. Thread.

When I was sexually harassed by the director of the area I was working in, I was afraid to report it because I was worried that "getting him in trouble" would result in the subtle retaliation of missed leadership opportunities.

I wanted to continue working on the team I was on, because I'd gained a lot of very deep knowledge and expertise in that area, as well as reputation and camaraderie with the other folks working in that area. I didn't want to make the situation more "difficult."

To get promoted at Google, several need to happen: 1. you need opportunities for ownership and leadership above your current level (basically, opportunities to show you're working at the next level you're trying to get promoted to). The work you're "assigned" has a big impact.

2. You need glowing reviews from peers, *at or particularly above the level you're hoping to get promoted to.* Basically, you need people a lot more senior than you to say you're doing awesome work.
TECH , SOCIETY