Really interesting! I’d never heard of Yakult before – do you think the fact that they have an all female salesforce is important? Are there cultural reasons why women would be more effective in this type of operating model than men?
Great post, Lisa! I had no idea that 80% of the eye wear market was dominated by one company, that’s crazy.
What are your thoughts on the one-for-one model that companies like Warby Parker and TOMs use to create social value? On the one hand, the benefits seem clear, although I’ve read a few articles that suggest the unintended consequences might be larger than initially anticipated (such as creating dependency, interfering with local small businesses, etc.) and may do more harm than good. Do you think the value (or harm) of the model depends on the type of good (i.e., are local markets more likely to be disrupted for goods like clothing, than eye glasses – which otherwise may not be provided)? To what extent do you think this model is driven by altruism vs. it being a great marketing tactic? I go back and forth on how I feel about it… would love to hear your thoughts! 🙂
I’m a big Sweetgreen fan as well – I used to live near the one on Boylston and went all the time. One thing that has surprised me about their operations, is how slowly they have expanded. As Ally mentioned above, it’s almost always packed, regardless of the time of day, and yet until recently there were only 2 locations in Boston (apparently they just opened a third location in the Pru). Given the demand, I’m surprised they haven’t added more stores sooner – perhaps they are deliberately expanding slowly, given sourcing from local farms?
Revolution Foods sounds like a really great organization – if they offer healthier food at the same price point, I can’t see why any school wouldn’t jump to sign up! What I wonder is the extent to which their operating model is scalable, given their focus on sourcing local food. It seems like it would be a fairly resource intensive process to expand to a new geography, since they would need to find all new suppliers. Further, does this constrain the locations where the business model is viable at all? I.e. are there places in the US where sourcing food locally is too difficult/expensive to be able to provide food at the necessary price point?
Really interesting post! Part of the beauty of their operating model seems to be how simple and transparent their process, with customers following along and able to provide input as their burritos are made. Do you think this makes them vulnerable to competition, since everyone can see how they do things? It seems like this should be an easy thing to replicate, which makes it surprising to me that they have maintained such strong market share.