70% of grocery biz projected to be billions in a few years,
warehouse model will demonstrate profitability very soon,
92% of people who try Peapod remain customers thereafter,
80% users are women,
Outstanding brand recognition within category,
Backed by the 'Trib', same people who bankrolled AOL,
Warehouse model easily expandable to deliver additional items, like the Walgreens agreement demonstrates,
Very undervalued at current levels, 'cause not enough people have gone thru the trouble to actually do DD on their new operating model, these guys have done their homework & are delivering 'the goods',
Enjoy your short, but do some DD to really understand what it is all about....you may be surprised, I know I was. Looking forward to owning PPOD for many years to come.
Regis |
