Retail Watchers

The inconsistency is still very strange. Where is the site visit data from though?

50,000 visits per month is probably great compared to a couple of Save Mart units in my area.

I am not convinced any store on the "keep list" is actually safe even if the lease was renegotiated. They have too many areas where now their presence is 10% or less of what it was prior to bankruptcy which means that it would be unprofitable to continue to operate when you factor in mark...

I have seen many Grocery Outlet operators who are aggressively targeting Asian customers here with expanded assortments. Lots of Korean, Vietnamese, and especially Filipino foods added to these stores which makes sense because of the stubborn refusal of Albertsons to give up any of their locations ...

Safeway in Northern California luckily is still open until Midnight. Some are open until 2 AM. A small number are open 24 hours. Lucky is mostly open until 11 PM except for the Lucky stores in really bad areas such as Oakland. Those close at 10 PM, but are very rare. Sprouts is open until 10 PM. Gr...

Costco has something like 10 new store projects going in NorCal. It is quite interesting. I think they're trying to play chess to prevent Sam's Club from doing any expansion in the market. After Sam's Club closed two stores in metro Sacramento it doesn't bode too well. I think Costco may be hitting ...

Their stores looked great when I was last in them, which was under the prior ownership and at the time they were not supplied by AWG. So a lot has changed in the background. I expect Hy-Vee to maintain the quality of the operation. Hy-Vee staffs pretty heavily (not as heavily as they once did)... an...

To be clear, when I say accurate I mean well thought out, thoroughly deliberated. I don't believe that is the case. In fact I am still not convinced that they even have final lists of stores internally after this. They're acting very high level and we've seen when this garbage happens - we get the ...

Hobby Lobby will do great in this location. It will probably be the end for the Jo Ann in Carson though. And I'm not sure if the Michaels will survive either in their current location. Maybe they could try to relocate. I've never seen a Michaels close after a a Hobby Lobby opens. They are next door...

I think the 99 Only and Rite Aid closures will be a real estate jackpot for Aldi. Many of those SoCal Rite Aids are in that 22k square foot range (former Thrifty units) with the grocery co-anchor long gone so I expect Aldi can move in. I do not think Aldi is a good addition to the market but it is ...

I wonder if they're making changes to the store banner mix to make it easier for C&S? So for example in California make it mostly Albertsons branded stores that go to C&S if they were choosing between unloading a Ralphs or a Vons or an Albertsons in a particular neighborhood? Obviously they...