- Deutsche Bank sees tough times for Supervalu (SVU) and Safeway (SWY) if and when Amazon (AMZN) expands its AmazonFresh grocery delivery service beyond its three current test markets.
- Kroger (KR) should fare better due to its strong price positioning and weighted average market share positions, and natural/organic specialty players are better positioned to absorb AMZN’s expansion, with Whole Food (WFM) least at-risk due to its product mix, differentiated format, strong EBIT margins and very strong balance sheet.
- Morgan Stanley, however, doesn't see online as a major threat to brick and mortar food retailers after its own survey showed consumers’ interest in online ordering - either to be picked-up at store, or delivered to home - is very low.
Amazon could hammer some grocery store stocks, Deutsche Bank says
From other sites
at CNBC.com (Jan 7, 2015)
at CNBC.com (Nov 3, 2014)
at CNBC.com (Aug 29, 2014)
at CNBC.com (Aug 21, 2014)
at CNBC.com (Aug 15, 2014)
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