Retail Watchers

Back on topic of Dutch Bros, I do not believe they are taking share from Starbucks. They have a completely different type of menu. They are busiest at night when Starbucks is either closing or closed entirely. Their drinks have disturbing levels of caffeine with 5 and 6 shots of espresso in some. Th...

They're probably going to show off a remodeled Stop and Shop somewhere with yet another new logo, a new tagline, a new private label maybe. Once again these are very high level type events that will not reveal any specific operating details. They are usually intended to "fake out" a few s...

I think this is the tip of the iceberg, not necessarily for WS but the entire industry especially in the last few years. The mad scramble for materials after all the supply chain crises, port backups, etc. has surely caused many more labeling issues. Much easier for crooked suppliers to falsely stat...

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...