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  Peapod (PPOD) (Page 3)

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Author Topic:   Peapod (PPOD)
JHirsch
posted 07-12-1999 04:48 PM     Click Here to See the Profile for JHirsch      Reply w/Quote
There is another article about the online grocery industry in general:
http://www.news.com/News/Item/0,4,0-38961,00.html?st.ne.180.gif.1
The most important point i think it makes is that delivery of food should be packaged with other types of delivery to make it more viable and more profitable. Of course, with the direction the grocery industry is going in that is a logical step anyway.

Jake

JHirsch
posted 06-04-1999 05:54 PM     Click Here to See the Profile for JHirsch      Reply w/Quote
Here is another article about peapod:
"PEAPOD BOLSTERS WEB SITE PERFORMANCE WITH ART TECHNOLOGY GROUP'S"
http://www.news.com/Investor/NewsItem/0,213,0~3~1~15~ppod~BLO~48935475~~~~,00.html

This article mentions the most important part of online shopping: "Peapod will take advantage of Dynamo's high-performance, scalable e-commerce platform to increase traffic capacity and build a personalized site that matches the interests and buying habits of their customers."
personalization of the site allows for buyer specific promotion by advertizers and for much easier use of the site by customers.
In my mind a customer will be saving a shopping list and merely editing it each time they need to have groceries delivered.

Jake
Jake

JHirsch
posted 06-04-1999 05:39 PM     Click Here to See the Profile for JHirsch      Reply w/Quote
Dude,
The peapod article was quite good too, and i'm somewhat intruiged by the possibilties of bundling groceries with other items, but i wonder if peapod has the clout that Amazon does to get in good agreements with other companies to bundle products with its home delivery of groceries.
Maybe we are headed back to the days when the milkman delivered the milk... the new version of customer service in the e-commerce world.
Jake

JHirsch
posted 06-04-1999 05:33 PM     Click Here to See the Profile for JHirsch      Reply w/Quote
Scott,
Thanks for the article. The most intersting part to me is the idea that homegrocer.com could deliver books, pet supplies, and drugstore goods from Amazon's partners. This would allow sharing of the delivery costs, cross selling, and efficencies for the customer as well. Peapod had better watch out. The only negative I see in the article for homegrocer.com is that they are planning to be more careful in rolling this out to various cities slowly. In this market i think grabbing the customers and locking them in to your service is key. Maybe homegrocer's reluctance to move fast will hurt it...

Jake

Scott McCormick
posted 06-04-1999 04:17 PM     Click Here to See the Profile for Scott McCormick      Reply w/Quote
Here's an article about HomeGrocer, a Peapod competitor (and Amazon investment): http://www.businessweek.com/cgi-bin/ebiz/ebiz_frame.pl?url=/ebiz/9906/em0602.htm

dude
posted 05-15-1999 11:35 AM     Click Here to See the Profile for dude      Reply w/Quote
Peapod is just groceries right now, just like Amazon used to be just books, but Peapod has much bigger plans. Check it out: http://www.news.com/News/Item/Textonly/0,25,36535,00.html

JHirsch
posted 05-06-1999 04:58 PM     Click Here to See the Profile for JHirsch      Reply w/Quote
I believe that Albertsons or one of the other online grocery delivery places allows users to rent refrigerators to place outside for any perishable foods. There seem to be some problems with this, like stealing of food, and with leaving the refrigerator itself outside but its an idea.
Also, i don't know how hard it will be for people to just be home at some time... its more often the time invested in going to the store that people can't afford.
What about specific grocery stores going online. They often have a brand name that peapod or netgrocer can't compete with.
Users will know they are getting the same quality products that they get when they go to the store... and grocery stores already have the customer base in place in their local areas.
Any thoughts?
Jake

smario
posted 05-03-1999 12:23 PM     Click Here to See the Profile for smario      Reply w/Quote
I don't think I would ever buy from an online grocer - I kind of feel the need to see, feel, and impulse buy based on what I just picked previously in the store. But I do understand the need to have the person home when groceries are delivered - lots of them need to be put in the fridge or freezer right away. I don't see a way around this problem, unless they developed a cheap freezer bag. Regardless, I don't think this will check growth.

techwatcher
posted 05-02-1999 12:14 PM     Click Here to See the Profile for techwatcher      Reply w/Quote
In many regions, Peapod customers must be home to accept delivery. This is one major factor preventing them from rapid growth. The whole point of using their service is that you're too busy to shop and are willing to pay extra for convenience. Having to be home removes that benefit.

Scott McCormick
posted 03-05-1999 01:11 AM     Click Here to See the Profile for Scott McCormick      Reply w/Quote
This Red Herring article explains why Peapod and NetGrocer are growing slower than people were hoping: http://www.herring.com/insider/1999/0303/news-groceries.html

Art Vandelay
posted 02-25-1999 10:41 PM     Click Here to See the Profile for Art Vandelay      Reply w/Quote
From Reuters:
Online grocer Peapod Inc. Thursday announced plans to open a distribution center serving San Francisco-area shoppers as part of its switch to direct customer order fulfillment. Peapod said it would cancel its distribution partnership with regional supermarket giant Safeway Inc. as it switches over to its own distribution center. San Francisco is the third metropolitan market in which Peapod is implementing its new centrally-run regional order fulfillment system. It previously relied on partnering with established grocery chains. Peapod serves a total of eight metropolitan markets.

PSych
posted 02-09-1999 11:07 AM     Click Here to See the Profile for PSych      Reply w/Quote
I believe that Peapod Inc. is the very next McDonalds of the internet! With the exposure gained from the e-commerce index, set up in association with online news provider TheStreet.com, PPOD will go up and beyond Piper Jaffray's Strong Buy Rating and near-term price target of $16.00 per share.

[Note: This message has been edited by Mayor of Investorville]

Bill Tarr
posted 02-08-1999 08:08 PM     Click Here to See the Profile for Bill Tarr      Reply w/Quote
I think Peapod can do well once it grows enough, but groceries won't sell as well as books, CDs, videos, etc., because:
- sometimes you want the groceries right away, and you're going to go to the store for that
- some products don't ship well, ex. fruit, milk, meat, things that go bad without refrigeration, etc.
- food products are bigger and more expensive to ship than books
But that doesn't mean people won't buy groceries online, they will just limit it to a portion (maybe 50%) of their total grocery spending.

PSych
posted 02-08-1999 12:58 PM     Click Here to See the Profile for PSych      Reply w/Quote

I wonder if an internet grocer can ever become the "inthing?" If anyone has any insight I'd greatly appreciate it!!!

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