Glovo, Chandaria, Naivas & Quatrix Global on the Hidden Cost of Getting Products to You
Admin Access
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Glovo, Chandaria, Naivas & Quatrix Global on the Hidden Cost of Getting Products to You
9 938 просмотров · 1 дн. назад
Admin Access
1,59 тыс. подписчиков
9 938 просмотров · 1 дн. назад
On this episode of Admin Access, Dominic and Evans step out of their usual seats to host "Where Margins Go to Die", a live panel at the recent Jirani edition on what it takes to move products, services and opportunity across Africa. They are joined by Anthony Wanaina of Quartrix, Kim Jackson Njeru of Naivas, Darshan Chandaria of Chandaria Industries, and Liz Wambua of Glovo.
The case study is a single Velvex kitchen towel. The episode follows the margins of that one product as it travels from the factory floor, onto the truck and the supermarket shelf, and finally to the customer's door.
The panel covers manufacturing, retail, logistics and on-demand delivery, with each guest laying out the economics of their link in the chain and the pressure they feel from the others. Liz shares that Glovo is still yet to break even after six years in Kenya.
Anthony explains why a truck in East Africa covers a fraction of the monthly distance of its European counterpart while costing about the same. Kimjackson Njeru and Darshan Chandaria weigh in on whether delivery platforms are partners or competitors, and how private labels sit next to established brands on the same shelf.
The episode also asks what founders should understand about margins before trying to build distribution in Kenya, and why so many players in this space have ended up in the graveyard.
To keep up with our panelists , check out their LinkedIn:
Liz Wambua : / liz-wambua
Darshan Chandaria : / darshanchandaria
Kimjackson Njeru : / kimjackson-njeru
Check out Quatrix Global :https://quatrixglobal.com/
00:00 Intro
01:31 Meet the Panel: Quartrix, Naivas, Chandaria Industries and Glovo
07:36 How a Glovo Order Works: Product Price, Delivery Fee and Service Fee
10:02 Glovo Kenya After Six Years: Still Yet to Break Even
12:29 Theft, Bad Roads and Breakdowns: What Moving Goods in Kenya Really Costs
13:58 The 30-Minute Rule When a Truck Breaks Down
15:34 Why Trucking in East Africa Costs More Than Europe
17:33 Is Glovo a Channel or a Competitor for Naivas?
21:27 Why Big Retailers Are Building Their Own Apps
23:46 Can Any Retailer Own the Customer?
24:23 Private Labels vs Brands: How Manufacturers Handle Retailers' Own Brands
27:29 Investor's Take: Why Thin Margins Sink Distribution Startups
28:27 Is Direct-to-Consumer Viable in Kenya?
35:00 Rapid Fire Question( Buy or Sell)
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