Amazon is aggressively expanding its same-day fresh grocery delivery service, intensifying competition with rivals like Instacart and Walmart. This move creates a significant investment opportunity in the logistics, warehouse automation, and cold chain companies that support this large-scale fulfillment network.
Published on August 14
As Amazon expands to over 2,300 cities, the companies building the backbone of grocery delivery are experiencing unprecedented demand. These are the picks and shovels of the modern retail revolution.
The battle between Amazon, Walmart, and Instacart is pushing massive investment into logistics technology and cold storage solutions. Early movers in this space could see significant rewards.
These companies don't just benefit from one retailer's success - they're the critical infrastructure that all major players need to compete in the grocery delivery wars.
Amazon's aggressive expansion of same-day grocery delivery to over 2,300 cities creates massive demand for the infrastructure behind this logistical feat. We've identified the companies that build, manage, and optimise the complex supply networks needed for rapid delivery of perishable goods.
This group focuses on the essential enablers of grocery delivery wars - third-party logistics providers, warehouse automation specialists, and cold chain solutions companies. These businesses stand to benefit as retail giants battle for grocery market share through faster, more efficient delivery networks.
Each company was handpicked by professional analysts for their critical role in supporting large-scale grocery fulfillment operations. As Amazon, Walmart, and Instacart intensify competition, these infrastructure providers are positioned to capture increased demand for their specialised services.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
+5
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On average, analysts expect assets in this group to grow 11.5% over the next year.
11 of 15 assets in this group are rated Buy by professional analysts.
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