Groceryshop 2019 Presentation: Joe Laszlo, VP Content | Krystina Gustafson, VP Content

Page 1



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Real life representationKrystina in the snow




The New Digital Retail Organization


The New Digital Retail Organization

Running a retail organization will mean running a tech company


The New Digital Retail Organization

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Most popular jobs in retail

2013 1. 2. 3. 4. 5. 6. 7. 8. 9. 10.

Salesperson Logistics Specialist Marketing Specialist IT Support Specialist Operations Specialist HR Specialist Business Strategist Software Developer Business Analyst Consultant

2017 1. 2. 3. 4. 5. 6. 7. 8. 9. 10.

Salesperson Logistics Specialist Software Developer Marketing Specialist Operations Specialist HR Specialist IT Support Specialist Business Strategist Consultant Business Analyst


The New Digital Retail Organization


The New Digital Retail Organization


The New Digital Retail Organization


The New Digital Retail Organization

New titles will emerge at the most senior levels


The New Digital Retail Organization

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Percentage of Fortune 1000 companies with a Chief Data Officer

70

53

68%

35

18

0

12% 2012

2018

Source: NewVantage Partners, https://newvantage.com/wp-content/uploads/2018/12/Big-Data-Executive-Survey-2019-Findings-Updated-010219-1.pdf


The New Digital Retail Organization

Only 35% of top grocery retailers have a Chief Data OďŹƒcer 65%

Source: Groceryshop Analysis

35%



The Transformation of the Retail Industry


The Transformation of the Retail Industry

Industry stalwarts will go under, creating new opportunities


The Transformation of the Retail Industry


The Transformation of the Retail Industry

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Department Store

Grocery Store


The Transformation of the Retail Industry

The retail real estate market will continue to evolve


The Transformation of the Retail Industry

Average retail lease length

Source: CoStar Portfolio Strategy

*Retail leases between 1,000 and 10,000 SF


The Transformation of the Retail Industry



Advances in Store Layout and Design


Advances in Store Layout and Design

Retailers will no longer use cookie-cutter designs


Advances in Store Layout and Design

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Median square footage of grocery stores 50,000

40,000

30,000

20,000

10,000

0

1995

2000

2005

Source: Food Market Industry, https://www.fmi.org/our-research/supermarket-facts/median-total-store-size-square-feet

2010

2015


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Advances in Store Layout Design and Layout Design

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Median square footage of grocery stores

Source: Food Market Industry, https://www.fmi.org/our-research/supermarket-facts/median-total-store-size-square-feet


Advances in Store Layout and Design

Store success will be measured in experiences per square foot


Advances in Store Layout and Design


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Advances in Store Layout and Design


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Advances in Store Layout and Design


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Advances in Store Layout and Design


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Advances in Store Layout and Design



Next Generation Ecommerce and Omnichannel Retail


Next Generation Ecommerce and Omnichannel Retail

Pickup options will become more diverse and widespread


Next Generation Ecommerce and Omnichannel Retail

21% of grocery retailers offer “click and collect”
 79%

Source: Progressive Grocer, https://progressivegrocer.com/techinnovations-become-major-grocer-investments-annual-report

21%


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Next Generation Ecommerce and Omnichannel Retail


Next Generation Ecommerce and Omnichannel Retail

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Shoppers using grocery click and collect

50

+56% 38

46M

25

13

30M

0 2018 Source: Coresight Research, https://coresight.com/research/us-online-grocery-survey-2019/

2019


Next Generation Ecommerce and Omnichannel Retail


Next Generation Ecommerce and Omnichannel Retail


Next Generation Ecommerce and Omnichannel Retail

Mobile-enabled shopping experiences will play a bigger role in stores


Next Generation Ecommerce and Omnichannel Retail


Next Generation Ecommerce and Omnichannel Retail



Technologies Creating New Retail Experiences


Technologies Creating New Retail Experiences

Every aspect of the store will become more intelligent


Technologies Creating New Retail Experiences


Technologies Creating New Retail Experiences

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In-store retail tech annual global funding history

2X

Amount of Funding ($M)

$2,000 $1,500

$1,000

$500

$0

$1,073 2014

$1,163 2015

$1,220

2016

$1,857

2017

$1,936

2018

Source: CBInsights, https://newsroom.mastercard.com/wp-content/uploads/2019/05/Start-Path-CB-Insights-Future-of-Commerce-Series-Retail-Report-FNL.pdf


Technologies Creating New Retail Experiences


Technologies Creating New Retail Experiences

Cashierless checkout will become far more common


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Technologies Creating New Retail Experiences

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23%


Technologies Creating New Retail Experiences

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Selected frictionless checkout offerings, by region

North America

Europe/EMEA

Asia/Pac


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Technologies Creating New Retail Experiences



Leveraging AI and Machine Learning


Leveraging AI and Machine Learning

Shoppers will rely on AI to make product recommendations


Leveraging AI and Machine Learning

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Percentages of people in the US following specialized diets CLEAN EATING

62%

38%

INTERMITTENT FASTING GLUTEN FREE LOW-CARB KETOGENIC OR HIGH-FAT DIET PALEO DIET WHOLE 30

Source: Food Insight, https://foodinsight.org/wp-content/uploads/2019/05/IFICFoundation-2019-Food-and-Health-Report-FINAL.pdf

0%

2%

4%

6%

8%

10%


Leveraging AI and Machine Learning

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…to Customer-Focused 20 20

! esh Fr So

From Product-Focused…


Leveraging AI and Machine Learning

Over time, serendipitous discovery will become more common


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Leveraging AI and Machine Learning


Leveraging AI and Machine Learning

SSee aarrc chhe ess

PPuurc rchhaas D Daattaa see

Social Social Media Media

t t c c uu s d d s o n o n r a PPrScca S

FFaa nncc y SShhy FFoo o oow w odd

ss y y e e vv r r u SSu

Artificial Intelligence Insights Driven Product Selections



Building Brands for Today’s Consumers


Building Brands for Today’s Consumers

The number of new brands will increase at an even faster pace


Building Brands for Today’s Consumers

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Founding years for select digitally native brands in CPG categories

2009

2011

2013

2015

2017


Building Brands for Today’s Consumers

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60%

Percentage of US adults open to trying new brands, products or experiences

45%

56%

30%

15%

0%

39% 2009

2019

Source: Forrester, https://go.forrester.com/blogs/dtc-startups-signal-an-age-of-experimentation/?utm_source=forrester_proshome&utm_medium=web&utm_campaign=cmus19


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Building Brands for Today’s Consumers


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Building Brands for Today’s Consumers


Building Brands for Today’s Consumers

A growing number of brands will take a stance on social issues


Building Brands for Today’s Consumers

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Purpose-driven brands grow faster 180

135

+175%

90

45

0

+70% LOW

+86% MEDIUM Perceived Positive impact

Source: Kantar Consulting, https://consulting.kantar.com/wp-content/uploads/2019/06/Purpose-2020-PDF-Presentation.pdf

HIGH


Building Brands for Today’s Consumers

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“Woke-washing is beginning to infect our industry.” - Alan Jope CEO, Unilever



The New Era of Marketing ROI and Attribution


The New Era of Marketing ROI and Attribution

Marketing campaigns will adapt automatically


The New Era of Marketing ROI and Attribution

Internet advertising revenue $120

$ Billion

$90

$108

$60

$30

$0

$23

$26

2009

2010

$32

$37

$43

2011

2012

2013

Source: IAB/PwC Internet Ad Revenue Report, FY 2018

$50

$60

2014

2015

$73

2016

$88

2017

2018


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The New Era of Marketing ROI and Attribution


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The New Era of Marketing ROI and Attribution


The New Era of Marketing ROI and Attribution

Mass media campaigns will become less and less important


The New Era of Marketing ROI and Attribution


The New Era of Marketing ROI and Attribution

Most-watched single episode of regular series TV, by decade SELECTED US TV SERIES FINALES, 1980-2019

Millions of People

125

M*A*S*H

100

Cheers 75 50

Friends

106 80

25 0

Seinfeld

1983

1999

76

1998

Source: Axios Research, https://twitter.com/beefjervey/status/1130820229062434816

53 2004

Game of Thrones Lost Sopranos

13

14

19

2007

2010

2019


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The New Era of Marketing ROI and Attribution



Innovation Strategies for Brands and Retailers


Innovation Strategies for Brands and Retailers

Brands and retailers will strike unlikely partnerships with competitors


Innovation Strategies for Brands and Retailers


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Innovation Strategies for Brands and Retailers


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Innovation Strategies for Brands and Retailers


Innovation Strategies for Brands and Retailers

Successful digitally native startups will be highly sought-after as partners and acquisition targets


Innovation Strategies for Brands and Retailers

Half of digitally native CPG brands now have wholesale relationships Wholesale partners of digitally native brands (brick and mortar v. online retailers)

DIRECT ONLY

50%

BRICK & MORTAR

Selling structure of top digitally native CPG brands

52% 36%

BOTH

WHOLESALE/ DTC HYBRID

50%

ONLINE 0

12% 10

20

30

40

50

60


Innovation Strategies for Brands and Retailers

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“Its demonstrated expertise in

brand building and directto-consumer marketing

are a complementary fit with Edgewell's strong intellectual property, best-in-class product technology, global scale and stable of strong consumer brands.� Edgewell press release, deal announcement


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Innovation Strategies for Brands and Retailers

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“Nestlé will gain visibility into Freshly's advanced

analytics and its highly effective distribution network…" Nestlé USA Chairman and CEO, Paul Grimwood



Improving Operational EďŹƒciency


Improving Operational EďŹƒciency

Retailers will find ways to limit waste throughout the supply chain


Improving Operational Efficiency

40% of food grown or produced in the US is wasted 8%

60%

40%

16% 2% 13%

43%

FARMS MANUFACTURERS GROCERY & DISTRIBUTION RESTAURANTS HOUSEHOLDS INSTITUTIONAL & FOODSERVICE

18%

Source: Natural Resource Defense Council, https://www.nrdc.org/sites/default/files/wasted-2017-report.pdf


Improving Operational EďŹƒciency

y r e c o Gr


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Improving Operational Efficiency


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Source: Tesco, https://www.tescoplc.com/media/754423/little-helps-plan-report-2019_final.pdf

Improving Operational Efficiency


Improving Operational EďŹƒciency

Advances in scheduling and employee training tools will result in better customer service


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Improving Operational Efficiency


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Improving Operational Efficiency


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Improving Operational Efficiency


Improving Operational Efficiency

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Amy Simeri McClellan SVP, Retail Operations & Merchandising

Martin’s Super Markets


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