I think Publix could do some damage in Memphis; by virtue of Kroger. If that happens, Little Rock would also collapse, as it's part of the same division.architect wrote:At this point, I see further expansion into the DC market, along with Kentucky, North Carolina, Tennessee, Alabama and possibly Jackson, MS and portions of Louisiana as their primary focus. Outside of Little Rock, Arkansas simply doesn't have enough markets with high discretionary income floating around for Publix to be successful, and the same factor will likely keep Publix's store count in Memphis low if they choose to expand there. Texas is an intensely competitive market, and I expect Publix to stay out at least until HEB's potential DFW expansion is either commenced or called off, Albertsons' holdings in Texas are stabilized or sold off (which could be potentially bought by Publix), and Brookshire's status as an independent company vs being purchased by a larger entity is determined. There is simply too much in flux right now.
As for Texas and Louisiana....
You're correct. They wouldn't have a chance against HEB. I do not believe the Butt family is interested in selling or merging, especially with an out-of-state company. Albertsons in Texas and Louisiana aren't for sale. They are trying to stabilize Randalls and position them to compete. They aren't doing that great in that, but they are trying.
Brookshire Grocery has publicly stated that they are not for sale. With Brad Brookshire getting back in the driver's seat, they will soldier along as they have.
See my comment above.architect wrote:Also, what about the possibility of an HEB-Publix merger, or some type of partnership between the two companies? Although I see it as a longshot, I could see a merger being pursued if continued consolidation in the industry warrants it.