KDY 0.00% 2.7¢ kaddy limited

DW8 Growth, page-8955

  1. 3,197 Posts.
    lightbulb Created with Sketch. 1608
    But you see @Wiseman these channels are still not direct to consumer from WineDepot (as such) - rather wine depot connects supplier to customer retail and takes a cut form teh supplier/business (B2B).

    This is why you need to understand the B2B foundation. It is with buisnesses that Winedepot deal with and with businesses (suppliiers/ traders/reasturants) where they will make their revenue from the five streams mentioned earlier. Imagine the supply chain as... Supplier - wholesaler - Customer (and probably many others middlemen in between). Wine depot simply take their revenue from the buisness end (supplier/wholesaler) instead of retail end.

    You say "Given the strong growth in online retail and more consumers staying/cooking from home, surly direct to consumer should be a major focus?" This tells me you don't understand B2B or what winedepot are doing (that's cool cause we all have to learn I am still learning about it myself). For you see Wine-depot benefit from more online retail already (how? through their Direct channel -helping busnesses sell through online/retail). You will not see the wine depot brand name on retail, because wine depot connect up suppliers with online channel and take the clip/revenue from the supplier (the business).

    Look at those five channels, there is a bit of jargon there, but consider could you explain those five channels to someone else and exactly what wine-depot are doing, and see if you understand it.

    DYOR and all that.



 
watchlist Created with Sketch. Add KDY (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.