Commerce in the time of COVID-19: key themes

Takeaways from an investor roundtable discussion

The points noted here are taken from a group discussion and comments are not attributed to any specific individual, company or firm. The content in this article may only be disclosed, quoted, referred to, published or delivered, in whole or in part, with the consent of the Contributors listed below.

Select contributors

It’s no secret that the current environment is continuing to see some interesting shifts in consumption behavior and retail strategy. A few weeks ago, Evolv got together with a group of investors from eight firms that spend time in the world of retail technology, commerce, and commercial supply chains to exchange notes. On many fronts, it’s still too early to be conclusive about long term impacts, but we found it extremely fruitful to share hypotheses and burning questions, hear what others are seeing on the ground and in their portfolios, and generally posit the many directions in which this landscape could impact innovation and investment going forward. See below for a few high-level themes that emerged in the dialogue.

Why invest in retail tech, and why now?

The ecommerce tech stack

Warehousing and distribution

Orchestrating and optimizing delivery

Future of physical retail

Restaurants/foodservice concepts

Returns/reverse logistics

Customer acquisition and loyalty

This summary is being provided for informational purposes only and does not constitute (nor should it be construed as) investment or financial advice. Neither Evolv Ventures nor the Contributors assume any liability related to the accuracy or completeness of the information contained in this summary, and they shall under no circumstances be or become liable to any recipient, user or other person for errors, inaccuracies or omissions in the information presented herein, or for any consequences that may be suffered by any recipient, user or other person as a result of the receipt of, or reliance upon, such information.

$100m venture fund backed by Kraft Heinz to invest in early stage technology companies disrupting the food industry