Retail Watchers

Some reporting on the New Jersey Amazon Fresh stores. Not sure there's any new information exactly here, but just the same situation across the country: https://www.northjersey.com/story/news/ ... 037289007/

It is some of these other buyers like the Key Food and now this McKay's that I think there is more to the story. It is very odd Shoppers is gaining 2 stores now that were never even Shoppers in the first place... that is a very odd turn of events. Which stores went to Key Food? Are you thinking of ...

A group of consumers is suing to block the merger: https://www.reuters.com/markets/deals/g ... 023-02-03/

https://www.bloomberg.com/news/articles ... w-ceo-says

Halted temporarily, they say.

A few more updates: - Stop & Shop has announced a closing date for Highland Park, which will be in March. - 1009 Flatbush Ave in Brooklyn, NY, a former Foodtown/Edwards, closed on 1/19/23 and has been sold to NYC chain Food Bazaar, which is now in its soft opening phase. - Two unusual closures i...

An extensive writeup of today’s hearing (one of several good articles out there): https://boisedev.com/news/2022/11/29/albertsons-kroger-senate/ It’s been said that regulators, not lawmakers, will approve or deny this merger ultimately, but this is not great publicity for the merger. Might be ultima...

Re: Kroger potential in the East. They might get more sales out of Acme with better pricing, but Kroger's classic problem is strong local competition. Shop-Rite will beat them and so will Giant-PA---they know the market. Stop & Shop is retreating from NJ for the second time, but Acme has never ...

The Northeast assets- I would agree those NEED to be remodeled. But Kroger does not throw good money after bad. These stores are undersized and poorly positioned. No amount of money short of relocating every store/expanding every store would position Shaw's better enough against Market Basket to be...

A random interesting thing… there have been some very small updates to the Signature and Open Nature logos/branding, following the updates to Waterfront Bistro. Do we think ACI would be bothering to redesign these brands if they’re about to phase the brands out? (If you want to see the logos, I see ...

Andronico's and Pak N Save (replace that with Safeway) Tom Thumb and Market Street (replace that with Kroger), Jay C and PayLess in Indiana (replace that with Kroger), Lucky in UT (replace that with Smith's), Safeway in AZ (replace that with Fry's), Safeway in NV/NM/ID/MT (replace that with Smith's...