One thing that might be in common during this grocer transition is technology. Technology will help the companies set themselves apart from the others.
In comes Digimarc (DMRC), I am invested heavily.
Digimarc has the technology for the invisible barcode. It has been endorsed by GS1, the organization that develops and maintains global standards if barcodes. Invisible barcodes have tons of applications. Faster checkout, self-checkout, theft prevention, and customer engagement. The company will be at NRF 2018. They already have deals with walmart, wegmans, new seasons. Some of Walmart's packaging is already Digimarc encoded. They also have partnerships with CPGs which do the packaging.
Anyways, thought I would throw that name out there if you believe in the grocer revolution.
Let me know if you do any DD on the company, and please share your opinion.