https://sifted.eu/articles/oscar-pierre-interview-podcastCEO von Glovo, die Kernaussagen:
"We’re seeing acceleration again in the industry, across most of our markets. We’ve started 2024 very strong. There are two factors here, of course: we are a service that people can decide to cut costs on. At the same time, it remains a very underpenetrated industry. There are a lot of new customers joining the platform every single year; we’re seeing some countries where 5% of the population join Glovo for the first time, or order for the first time, every year — so it’s still a very high rate of adoption. "
"It's a massive opportunity — but where positive economics only come after maturing your technology for many years. I think that is the main reason why it's still the biggest retail opportunity to be digitised; if you look at Spain, for example, only about 2% of groceries are bought online. You compare that to any other retail industry — electronics or fashion or travel — there’s no doubt that once the experience and the price makes sense for the user, penetration will go from 2% to 10% to 30%.And we can see now that we have cracked that value proposition. Groceries and everything that is non-restaurant represents over a fifth of our business, and is growing much faster than our core business, which is still restaurants. We're really excited with the opportunity.
We have a dual model: we have our own dark stores that offer very fast convenience, a smaller number of SKUs [stock keeping units — ie. goods]; and we combine it with a marketplace that keeps getting richer and richer every month. Every month big retailers join the marketplace in all of our countries. "
"Advertising is super exciting. We’re realising that we’re becoming a platform that is a lot more optimal for a lot of brands and advertisers than Facebook or Instagram or Google because of the intent of our users."
"Most of the industry has now crossed 1% of GMV [gross merchandise value] in ads — and we’re above that as well. Long term, I believe this can get to 5%. "
"For the last three years we've had a very solid portfolio of 26 countries. We might consider some new countries this year but that’s still not confirmed. In terms of categories, I think doing groceries well is so complex. It's a business where delivering with the right delivery time, delivering exactly what the user needs, making a profit and working well with all of those retailers… you need so much technology… I think we're still in day one of making that online experience great. That’s taking a lot of our efforts outside of our core business in restaurants.
There are also categories outside of groceries that we still haven’t fully cracked but that are growing tremendously, at triple digit. Every time we focus on categories like pets — delivering from pet shops, or flowers or pharmacy products — we see tremendous growth.
It’s still very early, but a lot of people are starting to realise, "Why should I order anything on Amazon that I can get on Glovo for the same price, delivered in 25 minutes?" Always the tricky thing here strategically is: what is the time to market? How critical is it that we do this this year, or can we postpone it next year? That's why we haven't been pushing these categories a lot but we're seeing a lot of growth. "
Das hört sich doch alles sehr (sehr) vielversprechend an und stimmt, zumindestens mich, sehr positiv, gerade die Aussagen zum Jahresstart, zum Bereich AdTech und zum Thema QuickCommerce. Eventuell werden wir ja schon demnächst positiv überrascht.
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