Internet Retailer reports that Tom Forte, a senior analyst at Telsey Advisory Group LP "who has been following Amazon for years," expects that Amazon will expand its Amazon Fresh grocery delivery service to New York City, possibly "as early as mid-2014."
Forte suggests that even though such a move would bring Amazon Fresh directly into competition with existing e-grocers such as Peapod and FreshDirect, Amazon will have the advantage of a known brand that can be built on existing New York City customer relationships and data that it can mine to target potential shoppers.
Forte suggests that even though such a move would bring Amazon Fresh directly into competition with existing e-grocers such as Peapod and FreshDirect, Amazon will have the advantage of a known brand that can be built on existing New York City customer relationships and data that it can mine to target potential shoppers.
- KC's View:
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It's all about the data, and Amazon's willingness to use it. Though I'm not entirely persuaded that New York will be the next stop on Amazon's Fresh expansion - because failure there would be very public and might actually affect its stock price, which most people seem to agree is higher than its results would merit.
