Retail Watchers

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...

Who in the heck do you think would be able to operate Fred Meyer? Divestment = Store Closure That is the crux of the issue. It should not be, but apparently that is the plan as these emails are revealing in the court cases. The best competition for Kroger at this point is Albertsons, as any other c...

More evidence in Oregon was "fierce competition" between Fred Meyer and Safeway. FTC needs to come down with the hammer on divestments, lose Fred Meyer and the other Fred Meyer banners or lose Albertsons (and give them stores in WA/OR). Who in the heck do you think would be able to operat...

More evidence in Oregon was "fierce competition" between Fred Meyer and Safeway.

FTC needs to come down with the hammer on divestments, lose Fred Meyer and the other Fred Meyer banners or lose Albertsons (and give them stores in WA/OR).

https://www.supermarketnews.com/retail-financial/trader-joe-s-colorado-faces-osha-fine-worker-safety This is what I have spoken about in the past regarding my observations and the experiences of Employees (friends of mine). Tiny backrooms with boxes (unsafely) stacked high, narrow pathways, blocked...

This does not look like they did much of anything besides hang JCPenney signage, make checkout corrals, and paint the walls. Maybe the light bulbs were replaced with LED and a handful of new recessed spotlights added but the rest looks like L+T to me. Not even sure if the carpet was replaced. The b...

Again I'm saying that however scummy private equity can be, they do not pull the plug on an entire chain like that unless there is something else at play that isn't well-known. I don't think you can say "this is just another private equity looting!" when an unprecedented total liquidation ...

This does not look like they did much of anything besides hang JCPenney signage, make checkout corrals, and paint the walls. Maybe the light bulbs were replaced with LED and a handful of new recessed spotlights added but the rest looks like L+T to me. Not even sure if the carpet was replaced. The b...

Problem is the bankruptcy filing doesn't support the narrative. Declining performance is not the same as a liquidity crisis. Do I think the stores had problems? You bet. But they were easily corrected, close all non CA stores and wipe their leases with a Ch 11. They didn't lease back much. I am sor...