Great post on a great co. WF is my happy place. Given that they were clearly a first mover in the space and other less expensive markets have caught on to the healthy products bandwagon and are offering organics (i.e., Trader Joes, Safeway’s Organic line etc.), I do question whether they will be able to be a go-to grocery shop for all items or more of a specialty shop where customers pick up a select # of products.
Another aspect of their business model on which they were originally differentiated was vis a vis their premium selection of prepared foods. I’ve always been a fan of WF for lunch / dinner and people go their in droves for the consistency/quality. Now that more fast casual “healthy” alternatives are popping up, I would presume they’re losing some customers on this front.
Last, I think their partnership with Instacart is spot-on! They even have a dedicated Instacart shopping line at the River St. location, so they’re clearly looking ahead at what the next-gen of grocery shopping will be.
Great post Hui! It really saddens me that customer service for US carriers continue to spiral downward in a fierce competitive landscape of relentless cost-cutting. So incredible that SIA exemplifies that this doesn’t have to be the case? I wonder how translatable this could be elsewhere and how much the ability to attract loyal customers has to do with the fact that this is a national airline in a teeny tiny nation state.
Very interesting, Seba! I’m curious to what degree you feel TUC’s vertical integration has to do with the nascency of the Mexican market and how long you foresee them maintaining this model, or whether you think it will ultimately become more efficient for them to outsource the various aspects of development as the market matures.
I am THE biggest fan of One Medical group. It is shocking to me that they’re able to provide 10x better service with a $200/yr flat fee. I’d be very curious to look at their margins and understand how sustainable this is – I assume they couldn’t have charged much more than this $200 to draw patients in to this novel business model, but having experienced their premium service, my willingness to pay would certainly be higher.