Here's how UBS breaks down the US grocery industry
After the big announcement:
The New Yorker explains what Amazon's purchase of Whole Foods really means.
Reuters explains how Amazon will leverage and enhance the Whole Foods warehouse network
Bloomberg also takes a close look at the integration of Amazon and Whole Foods supply chains.
According to Reuters, Walmart will not make a rival bid for Whole Foods.
CNBC and others quote a Moody's analyst who offered, "We continue to believe that most US consumers will refrain from buying their groceries online. But if online grocery delivery can ever reach scale, Walmart is the retailer that will benefit the most, as it has the most complete distribution network."
According to some Walmart is warning trucking companies that if they carry for Amazon, they will not carry for Walmart (thanks Bill)
CBRE says that e-commerce is spiking demand for distribution center space in several secondary markets.
The Wall Street Journal has a nice roundup of grocery delivery services... spinning up in anticipation of the Whole Foods merger with Amazon.
Cyberattacks:
Supply chain players are prominent among the targets of recent ransom-ware attacks (and I think the DW website is/was impacted)
But some think the ransom is just a smoke-screen for cyber-war against Ukraine.
On Thursday, June 29 my own plans were screwed-up by the FedEx Office computer network being down in Philadelphia and New York (and elsewhere -- everywhere?). Related? I don't know yet.
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