My neighbor to the north – the one with a mansion lording over the rest of the hood from the highest point around – hosts equestrian events on weekends. Whether reining or cutting competitions, or “quaint” social gatherings, his barn and surrounds burst with dozens of horses and riders just about every Saturday. His property is large enough we’re pretty far removed from the hubbub, except the convoy of horse trailers and trucks barreling down the street beforehand. The wheels rumbling over the washboardy dirt road and balloons of dust floating high overhead are hard to ignore.
Maybe you don’t have a parade of horse trailers in your neighborhood (or a washboardy road), but guess what? You do have a procession of vehicles making their way to your driveway, and the list of participants is growing. Home delivery is the latest block party where everybody seems to have an invite.
In the 1970’s the only vehicles coming up our driveway were the red, white, and blue jeeps of the United States Post Office (USPS) or the brown, boxy trucks of the United Parcel Service (UPS). Then Federal Express vans (FedEx) joined in with a little purple and green, while DHL (the initials of the three founders’ last names) added a healthy dollop of yellow. Taste the rainbow!
That’s a pretty good line-up right there, but in the last decade or so home delivery (or “last mile delivery”, to use the trendier term) picked up several more players. Amazon (black vans with a blue “swoosh” on the side) and WalMart (several colors) extended their supply chain by adding home delivery trucks. Your pizza guy has been joined by restaurant delivery of all kinds, like DoorDash, Grubhub, and UberEats. AmazonFresh is competing with your local grocery store to make sure you consider home delivery of products from Whole Foods.
Here are a few of the more “colorful” entries coming soon to a driveway near you:
- Postmates – Pizza, prescriptions, shoes, and tech products, just to name a few Postmates delivery favorites. What makes Postmates unique? They’re not affiliated with any business or product line. If you need it, they’ll find it.
- LuggageForward – Boasts “doorstep pickup”, so all you worry about is transporting you from your home to your travel destination. LuggageForward guarantees your bags arrive before you do, and their “shipping experts” track your items every step of the way.
- Piggybee – Just like LuggageForward, except you’re entrusting your luggage or other item to a random person who happens to be traveling to your destination anyway. Sounds a little dicey, but isn’t the name great?
- Entrusters – The opposite of Piggybee, but the same concept. You find something you want to buy in a distant locale, and the random person who happens to be traveling to your city brings it to you.
- goPuff – A “convenience store caterer”, tempting you with products like that pint of Ben & Jerry’s you don’t really need. Perfect for college students? Yes, and the company was started by college students. “goPuff”? No clue.
- Drizly – Not only wine, beer, and liquor to your door inside of an hour, but also all the mixers, garnishes, and supplies you need to make your party tipsy. Hopefully you’re not the only one at the party. Hopefully your Drizly driver doesn’t partake in whatever he or she delivers.
- Stitch Fix – A competitor to Nordstrom’s Trunk Club, Stitch Fix offers a stylist and all the designer clothes you could ever want. Try them on and keep ’em or return ’em within three days. Might as well close the doors on your local shopping mall.
- Washio – Just what you would guess: home-delivery wash, dry, and dry-cleaning of your wardrobe. Your hamper just moved to the front door! Washio’s “ninjas” pick up and drop off inside of 24 hours, and even leave a cookie on top of the clean-clothes bag. Sadly, Washio lasted less than three years; it’s founders claiming, “sometimes you make it, sometimes you don’t”.
As we speak, many of these deliverers are hopping the fence into each other’s domains. Postmates is test-marketing convenience store items in New York City, sourcing from 150+ Walgreens and Duane Reades. Doordash is trying out same-day grocery delivery in 22 states. AmazonFresh distinguishes itself as food delivery with its lime-green (not black) vans.
With so many entrants in the home delivery circus, it’s fair to say the concept is still in its infancy. We’ll need several years to see who and what will ultimately come out in the wash (clearly, not Washio). But mark my words, you can always count on someone to rain on the parade. Amazon is already experimenting with “Prime Air”, a drone-service. In other words, home delivery may be a little less grounded in the future.
Some content sourced from the 10/2/19 Wall Street Journal article, “Postmates, DoorDash Want to Deliver Your Groceries, Too”.
2 thoughts on “Supply Chain Reaction”
Timely post, I just read that the Macy’s flagship store in downtown Seattle is closing… YES, due to online and delivery business as you are indicating.
For some of us, it’s really sad to see Macy’s brick-and-mortar going away (ditto Sears, Woolworth). For others, they wonder how the big department stores lasted so long in today’s online generation. No matter which camp you’re in, it’s undeniable the supply chain is moving away from physical stores.
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