This framework really clarifies why some retailers survive while others dont. The question-frequency lens is super practical for evaluating competition from informal trade. Makes me wonder if general retailers could shift towards specialization in delivery speed or product curation rather than the product itself? I remember trying to buy building materials last year and the informal trader couldnt tell me load capacities—ended up paying 20% more at the formal shop just for peace of mind.
There are things people are prepared to pay a premium for. It does require thinking outside the box which in the past wasn't necessary. The big retailers were essentials. Now that's changed.
"Another topic to explore for another day is why distributors like DGA are still performing while formal retailers selling the same goods have been struggling."
Brilliant piece. Made me think about the 'tuckshop industry' - informal as it is, it is definitely ripe for innovation & disruption. And in my opinion, the supermarket model is NOT the solution.
This framework really clarifies why some retailers survive while others dont. The question-frequency lens is super practical for evaluating competition from informal trade. Makes me wonder if general retailers could shift towards specialization in delivery speed or product curation rather than the product itself? I remember trying to buy building materials last year and the informal trader couldnt tell me load capacities—ended up paying 20% more at the formal shop just for peace of mind.
That's a really good point and example.
I think that's probably what they need to do.
There are things people are prepared to pay a premium for. It does require thinking outside the box which in the past wasn't necessary. The big retailers were essentials. Now that's changed.
Very informative, even for a layman like myself. Thank you Tinashe.
Good read right here👏🏽…. enjoyed the piece.
"Another topic to explore for another day is why distributors like DGA are still performing while formal retailers selling the same goods have been struggling."
I look forward to your deep dive into this issue
Brilliant piece. Made me think about the 'tuckshop industry' - informal as it is, it is definitely ripe for innovation & disruption. And in my opinion, the supermarket model is NOT the solution.