@andy777 , You make good points.
As an anecdotal response to your query about buying alcohol online, I would say I am not a heavy purchaser but I have made a couple of dozen purchases through Dan Murphy’s. My assessment is that they are excellent. The online portal is top-shelf, professionally designed and maintained (on a par with Amazon and ebay). Shipping is prompt (similar to Amazon, superior to ebay) and reasonably priced (similar to ebay, superior to Amazon). If there is a question about product or purchase order it is easily sorted on the telephone (superior to both Amazon and ebay). I would say this is a deep and broad moat.
Woolworths acquired Jimmy Brings in 2017 and Shorty’s Liquor in 2020. These are niche businesses for B2B, on-premise, and 30-minute delivery. I suspect one of the main reasons for these acquisitions was to buy insight into these specialised services.
I have looked at Amazon’s online alcohol service and, even using Amazon Prime, it is not as good as Dan Murphy’s, and I cannot see how it will be able to bridge that gap.
- Forums
- ASX - By Stock
- EDV
- Let's Get this Drinks Party Started!
Let's Get this Drinks Party Started!, page-67
-
- There are more pages in this discussion • 164 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add EDV (ASX) to my watchlist
(20min delay)
|
|||||
Last
$4.94 |
Change
0.030(0.61%) |
Mkt cap ! $8.847B |
Open | High | Low | Value | Volume |
$4.91 | $4.96 | $4.89 | $10.35M | 2.101M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 11396 | $4.93 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$4.95 | 48996 | 14 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 11396 | 4.930 |
5 | 32769 | 4.920 |
5 | 75247 | 4.910 |
5 | 68624 | 4.900 |
10 | 18829 | 4.890 |
Price($) | Vol. | No. |
---|---|---|
4.950 | 48996 | 14 |
4.960 | 49590 | 4 |
4.970 | 88771 | 6 |
4.980 | 35942 | 3 |
4.990 | 6884 | 2 |
Last trade - 16.10pm 07/10/2024 (20 minute delay) ? |
Featured News
EDV (ASX) Chart |