Supermarkets Are DYING, Time To Adapt

20 Jan 2026 · 1 min

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In this segment, the speaker recounts a visit to the COP conference in December 2023, where they observed a massive presence of scooter and motorbike delivery services offering grocery and even fuel delivery. Conversations with attendees revealed a consensus that people no longer shop for household products in traditional supermarkets; instead, 99% of such items are delivered via two‑wheelers. The speaker also notes the emergence of mobile petrol‑filling services that bring fuel to cars in mini‑tankers at the same price as stations, underscoring a broader shift away from brick‑and‑mortar retail toward on‑demand delivery models.

Chapters

Tell me more about why supermarkets are dead. I was invited, well, I went there for COP December 2023, and I remember seeing these guys on scooters and there were a couple of guys on scooters, kind of delivery types. There are just millions of scooters. There's a Waitrose equivalent out there and we're obviously talking about supermarkets. And every single person I spoke to said, we don't go to supermarkets anymore. We do not shop for any household products in a supermarket anymore. We go very specifically and look for certain things, but 99% of the stuff we do not shop for, it gets delivered on a motorbike, it gets delivered on a scooter. They went as far as saying, we don't even go to petrol stations. Petrol comes to us. They come around in a mini tanker and fill your car up. They drive on a van and they fill your car up. Same price.