[dorseymike]

With Google Shopping Express & Instacart as well as the Postmates and DoorDash's of the world - I keep wondering...at what scale do these become huge businesses? Especially Instacart and GSX - they have someone go shopping and bring stuff to my home for $4 and for free right now. I guess it's user acquisition land grab + demand aggregation? And then they can go the route of private labeling the best goods and ultimately own the customer and then charge higher prices? They can't possibly make real $ at $4 per delivery, can they?

[BryanBeshore]

These services charge more for the items purchased than what you would expect if you were to purchase them at the store yourself. The $4 per delivery is simply a facade.

[zachlipton]

No, they don't. Google is quite clear that its prices for Google Shopping Express are the same as in store: https://support.google.com/shoppingexpress/answer/3423377?hl...