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Grocery Wars: Rise of the Machines

Thursday, March 25, 2021 11:00 AM EST | 8:00 AM PST | 4:00 PM GMT

Like many other industries, the grocery industry is finding digital transformation to be a strategic imperative in a post-Covid world. Grocers face being left behind as customers increasingly choose to interact in a digital world. Meanwhile, technology disruptors are competitive headwinds for incumbent grocers to maintain or grow profitability. As a consequence, grocers are looking for ways to innovate and improve the economics of grocery e-commerce and online delivery systems. 

Over the next few years, we expect a war among robots to take place within the sector. Strong competitive responses from global online leaders like Amazon, big-box retailers like Walmart, discounters like Aldi and Lidl, whilst robotics specialist Ocado partners with traditional grocers like Kroger and Marks & Spencer will leave the sector looking very different over the next decade.  

During this webinar, CFRA equity analysts Garrett Nelson, Arun Sundaram, CFA, CPA, and Andrew Tam, CFA, explored the challenges being presented to the industry and the strategic actions being taken to address these issues to remain relevant in an increasingly competitive and evolving landscape.

Topics covered during this webinar: 

  • Industry outlook and grocery e-commerce forecasts (U.S. and Europe)
  • Headwinds facing the grocery industry
  • Online grocery fulfilment models today versus the future
  • Implications for Walmart, Amazon, Kroger, Albertsons, Ocado, and more


Thematic Research

Grocery Wars: Rise of the Machines

Published March 18, 2021

Grocery chains are on the cusp of a global grocery war, played out with automation and robotics. Increasing automation in grocery fulfillment and delivery is here to stay. Traditional grocery chains have reached a tipping point: to adapt and prosper in the new normal, or be disrupted and left behind. The search for scale will see increasing U.S. grocery store consolidation as automation makes scale even more critical. The benefits will accrue to the large with the deepest investment budgets, companies like WMT, KR, ACI, and TSCO. Smaller players will increasingly need to merge to access the scale benefits offered by automation.

Register for the webinar to download Grocery Wars: Rise of the Machines




Garrett Nelson

VP, Equity Analyst, CFRA

Arun Sundaram, CFA, CPA

Equity Analyst, CFRA

Andrew Tam, CFA

Senior Equity Analyst, CFRA.

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