#3 - Picnic

In this episode of the Sheeptank Podcast - Migration, titled Picnic, I welcome Yara, our sheep for the day, who pitches Picnic's expansion into Germany. Yara, dressed as a sheep, outlines Picnic's unique approach to online supermarkets, emphasizing their efficient milk run system and sustainable logistics. Despite skepticism from our wolves, Alex and Gido, about the speed of expansion and financial losses, Yara presents compelling arguments for investment, highlighting Picnic's strong customer base and potential for growth. The episode concludes with a cautious yet optimistic decision to invest, contingent on further expansion. Join us as we explore the dynamics of Picnic's business model and its potential impact on the FMCG digitization landscape. Don't forget to subscribe and reach out if you have a business model you'd like us to evaluate.