Retail Watchers

Despite all the doom and gloom from some in this thread, the math still works for IKEA. Last time I checked, IKEA’s core market wasn’t furnishing office or retail. As of last year, San Francisco has over 850,000 residents. It also is the fourth densest city in the country (two of which are in New Yo...

Barnes and Nobles has been opening some very upscale stores lately. The Folsom Palladio store has a full restaurant in it. I’d imagine in Walnut Creek they’ll be doing something similar.

Here is their restaurants website - https://www.barnesandnoblekitchen.com/locations/

Hillsdale is going to be redeveloped? That is a travesty. That mall has a great food court and lots of really good shops. The restaurants at this mall are some of the best. The area is wealthy and there is very little crime. I cannot believe such as successful mall is going to be dismantled. I am d...

I would imagine Nugget would still be third for traditional grocers. You’re correct that Safeway is a clear first, all of their stores are very busy in Roseville/Rocklin. Sierra College is a clear first but Cirby/Sunrise, Pleasant Grove, Park Dr, and Granite Dr do great volume. Woodcreek Oaks is a l...

Nugget is opening a new Rocklin store. Although they don’t currently have a Rocklin store, they have two stores (including their brand new West Roseville store) less than 5 miles away. They will have 3 stores within 4 highway exits of one another. I guess Nugget found that the demand is pretty much ...

The Bay Area is going to see a lot of malls bite the dust in the next few years, not even necessarily due to under performance. Bay Center is close to BART and there are plenty of incentives to build there. There also won’t be as much NIMBY opposition turning commercial into commercial, especially i...

The Roseville / Granite Bay store on Sierra College Blvd recently got the standard Florida Package remodel. This store was built as a Safeway flagship and does very good volume. It also has a somewhat unique layout, I believe taken from Genuardi’s. I was a bit surprised that they didn’t go the Pavil...

Looks like the Sac Business Journal got a little ahead of itself. https://t.co/vscy9haikL Hopefully this saga can be put to rest soon with a decent long term lease. As mentioned above, it doesn’t do terrible volume and is in a good location with both high employment and established suburbs. I would ...

To revisit this topic, looks like the property sold today to a Daly City based investor who happens to own Kukje Market in the Bay Area. Seems like Raley’s got a new landlord, I guess the verdict is still out on if this’ll end in eviction. There are a lot of Bay Area investors buying property in Sac...

Latest happenings in this store: in April/May they had $ off total transactions either via mailer or right on the print ad for many weeks, some $10 off $50, some $30 off $100, etc. Print ad is advertising HARD that "your favorites are back." Customers were going and asking where the stuff...