business news in context, analysis with attitude

Yesterday we reported about how in 2018, for the first time, there were more original television series produced for streaming services such as Amazon Prime Video, Netflix, and Hulu than there were for traditional broadcast and cable networks such as CBS, NBC, ABC, HBO and Showtime … and we used this level of disruption as a metaphor for what is happening in retail.

One MNB reader responded:

It will be interesting to see how this shakes out. Consumers are not likely to subscribe to numerous services to get their content and they won’t want to be limited to a single service.

It’s almost like, in the grocery business if each chain owned some of the CPG’s, and the consumer would have to go from chain to chain to do their shopping. That doesn’t work in grocery, and I don’t think it will work in streaming media either. Somehow, it seems the the content producers need to be separate from the distribution network.

I took the free Hulu 30 day subscription so I see the rest of SOA, but I suspect I will cancel. The app isn’t the best. It doesn’t do well remembering where you are in a series, and it plays the same freaking commercials all night long. If I’m not going to buy something after seeing a commercial 10 times, I don’t think Number 11 will have much impact.

It can be frustrating, but I have to be honest. If I have to subscribe to different services in order to see the programming I want to see, I’m willing to do it … I’d rather dump traditional cable and save money that way.

On a different subject, MNB reader Paul Schlossberg wrote:

In the US you'll find between 2-3 million vending machines and 30,000 micromarkets deployed (and that number is rising at a fast pace).

Amazon, and delivery in general, represents a genuine threat to companies in this pipeline, including office coffee service. Delivery disrupts the advantage of being the most conveniently located seller of food, snacks and beverages. 

Now we see Amazon saying that their new smaller stores can be deployed 'anywhere where there's a lot of people who are hungry and in a rush.' Every vending and micromarket operator should be nervous, very nervous. 

A leap is required to be relevant in the near-term future. This industry must deliver on "just walk out shopping.”

And regarding a pet parent predilection, MNB reader Kevin Duffy wrote:

You are correct sir!  A dog on the lap someone driving a car is ridiculous not to mention dangerous.  No one should a pet into any retail establishment that doesn’t begin with the letters P-E-T.  And don’t get me started who bring pets into restaurants…That’s all…Carry on.

Finally, responding to my observations about Sears execs, one MNB reader wrote:

Boy, you are really soft on these criminals and their criminal activities.

First time I’ve been accused of that.
KC's View: