Tickers: $WFM, $WMT, $COST, $KR, $AMZN, $APRN
Key Takeaways:
  • Grocers Monthly Traffic (over the past five months)
    • Trending Better: Costco, Trader Joe’s, Whole Foods
    • Trending Worse: Kroger
  • Online Grocers
    • Online grocery usage has been slowing gaining traction in our surveys. Amazon Fresh saw a nice uptick m/m in September.
  • Mealkits
    • Mealkits usage also has been slowly gaining traction in our surveys. Blue Apron saw an uptick m/m in September.