The $100 Billion Opportunity For U.S. Grocers

What would have happened to Hulu and Netflix had they not taken the leap from content distribution to content creation? Had they clung to their existing business models rather than embracing original programming? Had they continued to rely on other companies to supply the products that drive customers to them? We don't know for sure, but they may well have gone the way of Blockbuster.

In any industry, if you're only selling what is also sold elsewhere, you're limited in your ability to differentiate, and that often means a race to the bottom.

For grocers, the critical "original programming" opportunity lies in private brands. We believe strategy and execution in this area will determine who pulls ahead and who falls behind in the next five years.