Invest Like the Best with Patrick O'Shaughnessy

Zack Fuss – Breaking Down the Food Ecosystem – [Invest Like the Best, EP.208]

Jan 12, 2021
Zack Fuss is an investor at Continental Grain, a family-owned enterprise focused on food and agriculture. He discusses the intricacies of the food ecosystem, from value chains to the rise of digital businesses. The conversation highlights how legacy food brands adapt, with a deep dive into Domino's innovative franchise model. Fuss also explores the surge of alternative proteins like Beyond Meat and addresses the paradox of food abundance amidst distribution challenges. Tune in for insights on trends shaping the future of food!
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Law of Conservation of Attractive Profits

  • Consider the "law of conservation of attractive profits" when evaluating businesses.
  • A value chain's most differentiated, least commoditized players capture the most economics.
INSIGHT

Food Delivery Disruption

  • Food delivery is disrupting the restaurant value chain, with various players seeking profits.
  • Lead generation is lucrative, and profitable delivery hinges on route density and scale.
ANECDOTE

Grocery's Second Act

  • Legacy grocery stores face challenges from e-commerce and changing consumer habits.
  • To adapt, they must become more like fulfillment centers, optimizing for online order processing.
Get the Snipd Podcast app to discover more snips from this episode
Get the app