[Sarah Thind]

I think Netflix is in for a tough time. Apple TV, Disney+ and Amazon Prime have a significant data advantage over Netflix, able to use data insights to choose content viewers will prefer. Netflix will lose the rights to certain TV shows which have drawn subscribers to its platform such as Modern Family, Homeland and Prison Break. Additionally, part of the reason for reduced subscriber growth was explained by the delay of the new season of Bridgerton, showing how Netflix relies upon upon big hits and new content. Whereas, Disney+ can draw upon extensive back catalogues of family favourites, STAR WARS and MARVEL. The main battle will be between Amazon Prime and Disney+, with Prime moving ahead due to the other bundled services Prime membership provides to customers.

Netflix has been very slow in recognising the opportunity for gaming on their platform, they are investing far less in this area than their rivals. I think it has already been left behind and others will traverse the metaverse before it does.

[Sarah Thind]

No. Their success will be limited, as supermarkets have existing delivery networks and already operate at scale delivering multiple items in a high number of slots throughout each day. The companies which experience the most success will probably be acquired by supermarkets or consolidate to gain economies of scale. The rapid grocery delivery apps do meet a customer need that wasn’t served, but whether this will be a full consumer shift in how groceries are bought remains to be seen.

However, I think that there is the potential for short term success. Could they use the abandoned buildings on the high streets to create more spaces for make-shift warehouses, helping them reach areas in and around smaller towns, to grow their delivery networks? The combination of the warehouse roles and the delivery roles could offer more stable working opportunities than other delivery roles. The fact that workers need to be close to warehouses, may allow companies to retain employees longer. As other delivery roles may see them riding/driving from one end of a city to another. If the rapid grocery delivery apps started to offer chilled prepared food from local bars/restaurants they could compete with restaurant delivery apps, without facing the same issues of restaurant preparation/cooking times.

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