I haven't got time to read them all again but if you go...

First 74 Last

Share
Profile

Follow
Kokomo97

635 Posts.

78

05/08/20

14:09

Post #: 46320497
Share

Originally posted by mordrax: ↑

Taken at face value if the DtC market is worth $1b and DtT is $2.6b, and margins are 30% as Dean claims, then the distributors take 3.6b * 30% = 1b. Dean wants to touch every case, but will "only take a fraction" of the current margin.

What's missing is how much does it cost the distributors to distribute, ie wine storage, warehouse build/maintenance, courier contracts, staffing, software development. So what is their margin?

The picture I'm starting to form is that there are many many middlemen here with existing, entrenched relationships on many fronts, producers, retailers, couriers that DW8 would need to basically run out of business by being cheaper, faster and better quality. Signing up of producers therefore, becomes pivotal to the success of this company. Offering competitively priced, stocked and a superior range means that retailers gets on board. Dean's not trying to corner the market, sign exclusives etc, he's trying to win by making it work more efficiently.

This is a big task. It *will* require a star studded board and a pretty good piece of software to pull this off...

Anyone knows what's the technology behind their marketplace?

Expand

I haven't got time to read them all again but if you go through the announcements (I think 2019 early) there's information on the system and from memory 4 other businesses signed up for it/involved with the development of the system with DW8. It was custom made for this type of business. Also, it might have been under the old name Dawine? Sorry I am just time poor today to find it.

Last edited by Kokomo97: 05/08/20

DW8 Price at posting: 3.2¢ Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

From the Floor with Kim Beazley at Diggers and Dealers 2024

Revolutionary inverter technology leads the clean energy charge

RBA keeps rates steady at 4.35%, reflecting expectations

From the Floor with Federal Opposition Leader Peter Dutton at Diggers & Dealers 2024

Brightstar tops votes in 2024 Kalgoorlie Super PITch