Kroger is shutting down three automated fulfillment centers, signaling a major shift in its e-commerce strategy. This move away from in-house automation creates a significant opportunity for third-party delivery platforms poised to capture more business.
Published on November 19
Kroger's $2.6 billion write-off isn't just one company's mistake—it's a signal that the entire retail industry is rethinking how delivery works. When giants change course, the ripple effects create massive opportunities.
Every retailer that abandons in-house fulfillment becomes a potential new customer for these third-party platforms. It's like watching a dam break, with business flowing directly to the companies in this group.
These aren't speculative bets—they're established players with existing networks, proven technology, and the infrastructure to handle massive new contracts. They're ready to capture this shift immediately.
Major retailers are discovering that building their own automated fulfillment centres is incredibly expensive and complex. Kroger's $2.6 billion write-off shows the true cost of going it alone. We believe this signals a broader shift towards partnering with established third-party platforms that already have the infrastructure, technology, and expertise to handle e-commerce delivery efficiently.
This group focuses on companies that provide the backbone of modern delivery and logistics. These are the platforms, networks, and technology providers that retailers turn to when they decide to outsource rather than build. The theme captures both established giants and innovative newcomers across the entire delivery value chain, from last-mile delivery to supply chain management software.
Each company in this selection was handpicked because they stand to directly benefit from retailers' shift away from in-house fulfillment. Whether it's DoorDash capturing grocery delivery orders, GXO handling warehouse operations, or Shopify providing e-commerce platforms that integrate with multiple delivery partners, these stocks are positioned at the centre of this strategic pivot in retail.
The basket's total market capitalisation is $637.75B, and its weighting is heavily anchored by a few very large-cap constituents. This large-cap bias tends to produce a more stable, broad-market‑like profile than smaller‑cap or high‑growth baskets.
DASH: $91.41B
UBER: $188.79B
CART: $10.82B
Get the full story on this Basket. Read our detailed article on its risks and potential.
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
+6
Here are a few of the assets in this group. Create an account to unlock the full list.
DOORDASH INC
DASH
Current Price
$232.78
As a leading third-party delivery platform, DoorDash is well-positioned to capture increased order volume from grocers shifting away from in-house ful...
As a leading third-party delivery platform, DoorDash is well-positioned to capture increased order volume from grocers shifting away from in-house fulfillment.
UBER TECHNOLOGIES INC
UBER
Current Price
$79.86
Uber's extensive logistics network through its Uber Eats platform can absorb the increased demand for grocery delivery services as companies move away...
Uber's extensive logistics network through its Uber Eats platform can absorb the increased demand for grocery delivery services as companies move away from their own fulfillment centers.
MAPLEBEAR INC
CART
Current Price
$51.44
Instacart specialises in grocery delivery and is a direct beneficiary of large grocers like Kroger outsourcing their e-commerce fulfillment and delive...
Instacart specialises in grocery delivery and is a direct beneficiary of large grocers like Kroger outsourcing their e-commerce fulfillment and delivery operations.
Join Nemo FREE today and unlock every stock
It only takes 60 seconds.
On average, analysts expect assets in this group to grow 16.75% over the next year.
13 of 16 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+16.75%
