Search found 3913 matches
- Today, 9:36 am
- Forum: Non Region-Specific
- Topic: 🛒 Kroger-Albertsons Merger: National Impact
- Replies: 481
- Views: 32801
Re: 🛒 Kroger-Albertsons Merger: National Impact
Meanwhile one could make the argument that Kroger's continued growth of large marketplace stores is really a invasion of Target and Walmart's segments. That does add complexity because the feds don't view things that way. So the feds just see conventional supermarket industry players and share, the...
- Yesterday, 8:18 pm
- Forum: Shopping Centers
- Topic: Brookfield: "Death of the mall was a myth"
- Replies: 6
- Views: 237
Re: Brookfield: "Death of the mall was a myth"
I have noticed the big home improvement stores are more hesitant to locate in malls in the US. I can think of one Home Depot on the outskirts of a mall and it does well but really is so far it is off property for all intents and purposes. In Canada it is more common to see home improvement stores, ...
- Yesterday, 11:58 am
- Forum: Shopping Centers
- Topic: Brookfield: "Death of the mall was a myth"
- Replies: 6
- Views: 237
Re: Brookfield: "Death of the mall was a myth"
Despite the "we're working past the department stores" talk, there's a lot of things wrong with malls still. Most of the department store replacements aren't real replacements (often not connecting into the mall), unique specialty stores are almost extinct, and despite hopes that some mal...
- May 14th, 2024, 9:54 am
- Forum: Shopping Centers
- Topic: Brookfield: "Death of the mall was a myth"
- Replies: 6
- Views: 237
Re: Brookfield: "Death of the mall was a myth"
Despite the "we're working past the department stores" talk, there's a lot of things wrong with malls still. Most of the department store replacements aren't real replacements (often not connecting into the mall), unique specialty stores are almost extinct, and despite hopes that some mall...
- May 13th, 2024, 8:41 pm
- Forum: Southwest & Hawai'i USA (Excluding California)
- Topic: LOI signed for new Albertsons in Ardmore, OK
- Replies: 45
- Views: 6898
Re: LOI signed for new Albertsons in Ardmore, OK
Based on renderings it looks like it will resemble the El Paso Albertsons built a few years ago.
- May 11th, 2024, 8:50 am
- Forum: Non Region-Specific
- Topic: 🛒 Kroger-Albertsons Merger: National Impact
- Replies: 481
- Views: 32801
Re: 🛒 Kroger-Albertsons Merger: National Impact
I do not see C&S being involved in any deal to acquire anything but cast offs. They are not a long term operator and I do not see them changing. That is the entire criticism of their involvement in this deal where they are acquiring stores and facilities at basically below liquidation value. Th...
- May 10th, 2024, 1:06 pm
- Forum: Non Region-Specific
- Topic: Ahold Delhaize Strategy Day
- Replies: 14
- Views: 507
Re: Ahold Delhaize Strategy Day
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...
- May 9th, 2024, 6:04 am
- Forum: Restaurant Chains
- Topic: Dutch Bros. To Offer Mobile Ordering For The First Time Amid Profits
- Replies: 18
- Views: 632
Re: Dutch Bros. To Offer Mobile Ordering For The First Time Amid Profits
I can believe Dutch Bros is hurting Starbucks in Texas as their expansion has been breathtakingly fast (about 200 stores since 2021 compared to Starbucks' 1250 since 1994) but there's no way that's putting a noticeable dent on their performance in the bigger picture.
- May 8th, 2024, 9:39 am
- Forum: Northwest, Rockies, & Alaska USA
- Topic: WinCo Expands to Renton
- Replies: 11
- Views: 637
Re: WinCo Expands to Renton
WinCo Foods has acquired the old Fry's Electronics building across from the Target at Renton Landing. Originally it was going to be redeveloped into a multi family housing site. The following article could be under a paywall: https://www.bizjournals.com/seattle/news/2024/05/07/winco-acquires-former...
- May 8th, 2024, 9:35 am
- Forum: Non Region-Specific
- Topic: 🛒 Kroger-Albertsons Merger: National Impact
- Replies: 481
- Views: 32801
Re: 🛒 Kroger-Albertsons Merger: National Impact
At some point someone blinks. I don't think they have until November. They need to move on. This can't stay tied up forever. The two companies can't stay in limbo forever. Let's see how earnings/profits with both companies are in the coming 3 months. I think the opportunity for someone to "bli...