Retail Watchers

I don't see Save Mart bringing their name to any new territory. They are still using the Lucky name and I think if they asked for it Albertsons would give it up as part of their purchase deal. I see no similarity between the tiny, inexperienced Haggen team and the larger private equity backed Save ...

We will see what happens. Save Mart needs a deal first. Then they need to digest that deal. Save Mart's digestion of NorCal Albertsons nearly tanked the company but the people involved are all different now so we will see how this goes. Best deal they could get is the right to use some banner (be i...

As far as the regional stores go, I've asked this question since the beginning. Why should they have to spend their money to help subsidize this deal? Because if they are needed to buy stores, even if they are sold for a dollar each, they are still having to invest in them. They still have to spend...

Also the Price Impact banners are union in some areas. F4L in SoCal is unionized. They could throw a bone to the unions and invite them to unionize anything that currently isn't, like Albertsons in Arizona. The unions might back down with an agreement that any non union Kroger or Albertsons format ...

Today, I saw an Albertsons truck on the freeway, just Albertsons, with no other banners, but with some fruit graphics. No other words on the trailer. The back of the trailer said Introducing: Albertsons. This is in SoCal division. This tells me that the Albertsons banner is going to be formally sep...

I found the website that you found that shows Kroger around 3% pharmacy market share and Albertsons around 1% pharmacy market share. That website also says CVS has 25% pharmacy market share. And Rite Aid has 2.4% pharmacy market share. Do you really think those numbers are accurate? Kroger runs (we...

"Ingredients for life" was the best slogan for Safeway and its subsidiaries. Albertsons should have kept and expanded it. "It's Just Better" was a joke, along with this "Sincerely" nonsense.

Under what logic do you think it is okay to let the pharmacy thing pass? Remember the failed Rite Aid-Albertsons merger? The failed Rite Aid-Walgreens merger? FTC concerns were a major issue with those (shareholders doomed the Albertsons one though but FTC was why it was taking so long to go anywhe...

The pharmacy thing is a big problem that should probably disqualify Save Mart as a buyer. The only way I can see it work is if they find someone else to operate the pharmacies in the stores- but that someone else should be a new pharmacy operator to the market to ensure competition. Selling pharmac...

Mergers are often not about long-term plans. Executives want to push the merger through either because they will get a payday, or for sake of ego.