Retail Watchers

Some of the worst business failures have been chains that decided "no matter what" they were going to execute a chain wide remodel to make over their stores into something different and they bankrupted themselves due to unexpected sales impacts from the process. To be honest, I'm having t...

Chain restaurants are getting a lot of flack in the news and it is misdirected. Comments like "people don't eat at big chains anymore" or "people don't eat at sit down restaurants anymore" yet you see plenty of growth at newer concepts that deliver consistently good service and ...

It was a big deal when local ownership outbid Jewel for the stores (the main issue was overlap), but then they decide to sell out anyway, this time to Hy-Vee?

I have seen many drugs made in Israel. However I have seen some weird stuff from insurance plans. One insurance administered by Caremark will not pay for atorvastatin made by Teva Pharmaceuticals. Teva is an Israeli company. Another issue I have seen is a Catholic Health Plan that refuses to pay fo...

veteran+ wrote: ↑April 19th, 2024, 9:16 am https://www.supermarketnews.com/retail- ... ailer-year

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Maybe they shouldn't be using fly-by-night factories to supply food. Remember the Peanut Corporation of America scandal?

Interesting because ten years ago Darden separated Red Lobster and was crucified as if they had sold off their best asset. They must have known something back then, maybe some bad lease deals. Darden is still growing and adding restaurants while Red Lobster has been downsizing and struggling to mai...

Once all the leases are cycled through and nobody has these large penalties for absent anchors anymore then I expect we will see Brookfield and Simon sell their interests in JCPenney to private equity or someone else who will gradually wind it down like Sears by selling off the real estate a store ...

Wow - didn't see that coming. Are Chicago-area stores next? Hy-Vee would be a much better fit for Chicagoland Krobertson's cast-off Mariano's than C&S. Based on how few Mariano's would've been divested the chances are that any divested Mariano's would be the lower-end stores that were converted...

Remember, with the exception of Northern California, there's barely any new territory that Kroger will gain with Albertsons anyway. (You're kidding yourself if you think they want Austin or Baton Rouge). Austin and Baton Rouge are Randalls in all but name. They are both former Kroger territories. I...

So let's get this straight. Spend $25B to double the size of the company by buying Albertsons. Divest Albertsons. Profit? Remember, with the exception of Northern California, there's barely any new territory that Kroger will gain with Albertsons anyway. (You're kidding yourself if you think they wa...