Retail Watchers

They have some locations opening in California, Utah, New England, Pennsylvania, and the South. Seventy new stores will be opening. Three will be opening in San Francisco. I am eagerly awaiting how that will go. https://chainstoreage.com/news-briefs/2024-05-09?article=paymore-signs-13-franchise-dea...

A "Strategy Day" type open house is not going to announce anything of substance from a transaction perspective, or even anything from a financial or restructuring perspective. These types of calls happen all the time at retailers, they're usually called "investor day" and they a...

Target has broken ground on a new 151,000 square foot store in Jurupa Valley. This will be the first new build new large prototype Target in California. It will be opening in early 2025 in a center called "The Shops at Jurupa Valley." Other tenants will include Burlington, Aldi, Ross, In-N...

This makes sense that shoplifting would occur in the nursery areas in the evening. They are often poorly lit and have plenty of blind corners. I also suspect the cameras may not be clean/provide for a clear view at all times. It is not unusual for Wal Mart to lock/close nursery after a certain time...

I shopped at that Fry's a fair bit before they went downhill, I think the building and location would actually be a pretty good fit for a WinCo store. I know they have taken over big-box sized properties in the past (the Everett store, for example, was originally a HomeBase) and that one might be a...

Never see any traffic in their Sephora shops. Of course I am perhaps blind and am missing out on the big crowds that supposedly exist. The busiest area at Kohls is the Amazon counter. Second is Sephora. Now having said that, the Sephora's I have seen usually have 3-4 customers, about equal to the n...

A "Strategy Day" type open house is not going to announce anything of substance from a transaction perspective, or even anything from a financial or restructuring perspective. These types of calls happen all the time at retailers, they're usually called "investor day" and they ac...

I shopped at that Fry's a fair bit before they went downhill, I think the building and location would actually be a pretty good fit for a WinCo store. I know they have taken over big-box sized properties in the past (the Everett store, for example, was originally a HomeBase) and that one might be a...

I lived in Lompoc. It isn't a growth area like the Temecula Valley is. You and a few others keep thinking this deal is going to close. I find that hilarious. You clearly didn't read what I wrote, which ended with "This is Exhibit A why these mergers should be stopped." However it is fun t...

The #1 Starbucks issue in the US is that they tried going to weird extremes with their menus this year and it has not worked at all. They surely know this but won't admit it directly to investors as the top cause of the 3% decline in US sales this quarter when they had been up high single digit or l...