Ep 277: The log-com bubble is about to burst

Roel Gevaers PhD, Professor in Last Mile Logistics and Supply Chain, University of Antwerp, joins me to talk about the log-com bubble. We cover: Twenty years after the dot-com bubble, should we prepare for a log-com bubble? Quick commerce, easy and cheap money, and the drive to acquire customers/market The real business model of IT-driven quick commerce delivery companies such as Gorrilas and Getir Business models that are unsustainable in the long term Dark stores - mini distribution warehouses Necessary density of dark stores to enable fast delivery Amsterdam cracking down on dark stores Operations inside dark stores Delivery rider costs, and the real cost of delivery per order Quick commerce start-ups setting up their own retail brands Retailers such Carrefour and Jumbo buying shares in quick commerce (ultrafast) delivery companies Investors in quick commerce and the end-game What conditions will allow ultrafast delivery companies to survive? Labour laws in Belgium that directly impact on e-commerce delivery and warehouse operations Impact of labour costs and tax regimes on delivery and e-commerce operations