Retail Watchers

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...

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...