I really enjoyed this analysis. One item you note as an advantage is the efficiency Blue Apron achieves by not allowing customization of their recipes. In a world that data allows for unique tailoring of almost everything, do you see this as being an issue to maintain a competitive advantage against others who figure out how to be efficient and customized?
Great analysis. Curious if you think there is a risk that brands try to do the unloading of items on their own? What keeps them tied to Vipshop vs. Trying to unload through online channels and their own distribution networks. I imagine that it is more cost effective, but curious if there are other value adds that Vipshop provides to brands.
Great post! Hampton Creek seems to be one of the most innovative companies in the food space. However, innovation is only part of the value proposition as their innovation is both to create new products that are healthier but also new products that are sustainable / better for the planet at large. It will be fun to see how this model continues to scale and how Hampton Creek impacts both their consumers and suppliers around the world.