- The war between Amazon and Walmart heats up with the use of Google Home: In Kevin O'Marah's great piece in Forbes (Google/Walmart: The Brutal Future of Retail Supply Chains) he discusses the impact of voice assisted purchasing. While some thought Amazon had this locked up, Walmart joins forces with Google and given Google's penetration into the virtual personal assistance market this may give Walmart an edge over Amazon. Other implications of this:
- Data flows directly from consumer to the manufacturer and could be the device that moves power back to the manufacturer and away from the retailer.
- Price discovery by the consumer will be faster and will result in a brutal retail environment.
- As Kevin states, if you are on a calendar based S&OP process, you may be too slow to adjust for what will be a rapidly changing consumer.
This war shows retailing is really a war over efficient supply chains.
|CCJ Report on July Truck Tonnage|
|Inventory to Sales Raio - Updated August 15, 2017|