September 30th 2025 1:00 PM - 1:45 PM (ET)
Grocery: What Does Amazon's Expansion in Perishables and Delivery Mean for Kroger and Walmart?
Tickers: AMZN, KR, WMT, "Whole Foods Market, Inc.", ACI, NGVC, SFM, BJ, "ALDI, Inc.", TGT, COST, CART, UBER, DASH
Sectors: Consumer / TMT
Agenda
  • A former Whole Foods Market and Kroger executive responsible for grocery product and supply chain discusses Amazon's grocer partnerships, perishables performance, delivery profitability, and Fresh stores.
  • Does Amazon's Winn-Dixie partnership in Florida mark the start of a broader strategy with regional grocers, and how might national players respond?
  • How could Amazon strengthen its perishables performance with Prime members as Walmart+ and Kroger scale their digital grocery offers?
  • Could expanded fulfillment and same-day grocery delivery continue to strain margins, and where could AI create sustainable profitability?
  • How is Amazon leveraging Whole Foods more aggressively to support grocery e-commerce profitability, and could Fresh evolve into a viable US format?
Advisor   show bios
Former Director of Product for Grocery E-Commerce and Pricing Optimization, Whole Foods Market
Moderator
Raghav Nayar

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