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.

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Master Thread of all my threads!

Hello!! 👋

• I have curated some of the best tweets from the best traders we know of.

• Making one master thread and will keep posting all my threads under this.

• Go through this for super learning/value totally free of cost! 😃

1. 7 FREE OPTION TRADING COURSES FOR


2. THE ABSOLUTE BEST 15 SCANNERS EXPERTS ARE USING

Got these scanners from the following accounts:

1. @Pathik_Trader
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5. @Rishikesh_ADX


3. 12 TRADING SETUPS which experts are using.

These setups I found from the following 4 accounts:

1. @Pathik_Trader
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https://t.co/6cRR2B3jBE
Viruses and other pathogens are often studied as stand-alone entities, despite that, in nature, they mostly live in multispecies associations called biofilms—both externally and within the host.

https://t.co/FBfXhUrH5d


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Anu Satheesh \U0001f1ee\U0001f1f3
Anu Satheesh 🇮🇳...
@AnuSatheesh5
Mangottu Bhagavathi Temple
#Palakkad #Kerala
#keralatemples 🚩

Mangottu Bhagavathi Temple is situated in Athipotta near Alathur of palakkad district. Devi is kshipraprasadi here and grants relief to those who worship with full faith.
Mookken Chathen, situated on the Northern 👇


side of the temple, is guarding Devi here.
Story says that, once there lived a weaver named Kuttan who was a Devi Bhaktan. During one festival time Kuttan was so pleased by the Devi Vigraham that he requested her to come along with him. At that time wind blew heavily and Cloths


in Vigraham flew. Kuttan immediately decorated Devi with his cloth which stuck to Vigraham and returned to his village and with his Umbrella. Devi came with him in that Umbrella and stayed in his place. This place is Mangottu Bhagavathi temple now.

Amme Narayana
🙏🕉🙏
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In the last couple of days Russian propaganda has published a lot of content alleging that Poland staged provocations against the Nord Stream 2 pipeline. The content in question has employed narratives in use by the Kremlin in its influence activities against Poland. 1/6

Pattern no. 1
Articles posted to Russian websites pick up false accusations against the Poles. These include bogus claims that Poland sabotaged the construction site of the Russia-to-Germany gas link and carried out a direct attack on the pipeline. 2/6


Pattern no. 2
Some of the articles warn that the Kremlin may take retaliatory actions against Poland. Based on false accusations thrown by Russia, the Kremlin’s propaganda amplifies the calls by some journalists and contributors to embark on aggressive activities against PL. 3/6


Pattern no. 3
The Russian media outlets publish a lot of materials that mock the Polish Navy. The narratives that denigrate this component of the Polish Armed Forces are based on opinions and quotes by single Polish Internet users. 4/6


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