Retail Watchers

The Mayor of San Francisco is lobbying to get Prop 47 changed so that theft and drugs will be prosecuted again. Maybe that will do something. Getting that done will be tough. There will be a lot of noise. Recall the efforts it took to pass Prop 47 and the heavy support. Easier to play childish game...

California Grocers Assn. backs SB 1053 but not the plastics industry.
https://calmatters.org/newsletter/plast ... alifornia/

Is either company in financial trouble? Both of those seem like at odds with each other. The big question is what happens to Albertsons. In 2018, some Forbes analysts talked about the idea that Alibaba should buy Albertsons. I don’t see that happening considering the US government would not approve...

Central Valley is having issues at egg farms too. Supply is tight in NorCal as production has been impacted and prices have shot up. This puts pressure on SoCal supply as eggs that previously went to SoCal are now getting paid a premium price to go to NorCal instead. I think this is why stores like...

Albertsons & Vons are $2.97 for a dozen large eggs. It's in the ad this week. There is no shortage of eggs in Southern California only Northern California. Central Valley is having issues at egg farms too. Supply is tight in NorCal as production has been impacted and prices have shot up. This p...

I do find it interesting these flu outbreaks seem to be causing more problems since the "cage free" laws went into effect. Evidently it is easier to spread flu when the sick birds are able to roam freely, as opposed to isolating in a cage to stop the spread (oh memories of 2020). Who woul...

I read it as their California market is down 4% to 5%. The comparison to Sprouts and Albertsons is very relevant here as I suspect their results are more in line with the overall market, maybe even underperforming to it. I am not sure how Walmart is doing, but with their lack of sale prices in food...

With The Merger Between Albertsons And Kroger Almost Certain To Fail, I Smell A Discount - Seeking Alpha https://seekingalpha.com/article/4666642-merger-between-albertsons-kroger-almost-certain-fail-smell-discount Pricing it in as a near 100% chance to fail. Albertsons 14.2M block said to be shopped...

What killed both stores was the years long project to rebuild and reconfigure the off-ramps from I-15 North, which made the center more difficult to access. Visibility is poor, so probably ideal for a destination business like the boat place. The location Walmart moved to has inadequate roadways an...

What is interesting is how the shopping center stayed relatively occupied despite losing Vons and Wal Mart. I wonder if this would still be open as Vons, had Albertsons/Vons not been merged...... What killed both stores was the years long project to rebuild and reconfigure the off-ramps from I-15 N...