HDS Ecommerce

Retailers have put brands on their heels for too long. Now brands can go on offense.

Defining a mainstream digital supercenter
Brand-growth platform
  • The supercenter combines the frequency of grocery and the high ticket of general merchandise
  • In physical retail, Walmart proved the supercenter the winning combination with 7X more revenue than Target, the largest general merchandise retailer, and 20X greater market value than Kroger, the largest grocer
  • The digital supercenter is a $2T market opportunity, arguably retail's largest
  • There is no mainstream solution – one that is better than current retailers in selection, experience, value
  • All major retailers have biased platforms
  • They sell and give preference over brands to private label, grey/counterfeit goods and advertised products. The tax of conflict between the brands and retailers is enormous
  • The total 5-year market value return tells the story
  • The top 10 consumer brands have a staggering negative 5% return
  • Amazon, the leading digital retailer, is the extreme laggard of the magnificent seven with a paltry 38% return vs. 293% for the group
  • TSMC has shown in the semiconductor industry that a brand-growth platform – one with no TSMC branded chips and no activities competing with chip brands, is transformative.
  • The total 5-year market value return tells the story here too
  • The leading chip brands, Nvidia, AMD and Broadcom, have a 400% return
  • TSMC's return is 198%

The blockers

Digital grocery not mainstream < 15%

  • There are many grocery models, including pick-from-store, dark store, large fulfillment centers, and quick delivery
  • This famous drawing from Crossing the Chasm tells the story that since none are better than current retailers overall, grocery is still in the early adopter phase.
  • The reason is that supply chains have cost and service gaps
  • No mainstream digital grocery, no mainstream digital supercenter
Crossing the Chasm

All major retailers compete with brands

  • No major retailer has chosen a brand-growth platform
  • It is a simple business model choice
  • It makes the business far easier to operate because there is no product development, no affiliates to police and no advertisers to manage

The unblockers

A fulfillment system for mainstream grocery

  • Our proprietary solution can take grocery and the supercenter mainstream
  • RoboFS is the 1st to market, AI-native, E2E, single tech stack fulfillment solution
  • We are targeting a 50% lower cost of fulfillment than today's systems and far higher service levels
RoboFS

A brand-growth retail service

  • A commitment to customers and brands – no private label, no grey/counterfeit goods and no advertisements (slotting fees)
HDS Ecommerce

The solution – one-stop shop

Shop, Fulfill, Deliver
HDS Delivery
HDS Products
1st Mainstream

Digital supercenter, better than today's retailers

Selection   Unlimited selection, far more brands, fresher-than-store perishables – personalized

Experience   Trusted, professional delivery with effortless returns, 1-hour delivery window, same day/1-hour premium service, reusable containers

Value   Competitive digital pricing with free delivery, no fees or tips

Tomorrow's ecommerce

No private label means more brands and a wider selection than other retailers.

Are you a food or general merchandise brand?
Contact us today to learn more.