Retail Watchers

The inconsistency is still very strange. Where is the site visit data from though? 50,000 visits per month is probably great compared to a couple of Save Mart units in my area. Placer.ai , and you can search for a store or an address. Just glancing through some Save Marts, it looks like there's an ...

Here's my latest blog post about the S&S stores I've visited. The upshot: stock seems to be better? Or maybe just wildly inconsistent. Stores seem to mostly be in decent condition, except for a few, but they all are relatively low-volume -- and they all get lower traffic than their nearby compe...

Reuters says C&S is buying 166 more stores, along with the Haggen banner, and the Signature and O Organics brands: https://www.reuters.com/markets/deals/kroger-albertsons-amend-asset-sale-agreement-with-cs-wholesale-2024-04-22/ My gut reaction is that this isn’t going to satisfy the question the...

Random observation: it looks like the Strack & Van Til on Calumet Ave in Whiting, IN has the same decor package (roughly) as a few stores in my area. Check out the meat department signage compared to Citi Grocer in Elizabeth, NJ (see specifically the rounded metal lettering and the vertical bann...

I was actually at that store (visiting family in Colorado) back in January. I thought it was quite nice, and the Whole Foods a block away is really nice too. And agreed, it's very much like the other mainstream Kroger stores I've been to -- even not that different from the single Mariano's location ...

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). The entire PA/Northeast is gained territory. I don't know why Kroger wants it... they're taking...

Here's my latest update. I haven't been spending my free time visiting Stop & Shop stores lately, but I've gone to a few. Again, wildly inconsistent. Some have been great, some terrible. Are they doing a really major reset without telling anyone? Are they truly struggling to fill the stores with...

A small-format Amazon Fresh in Seattle is closing:
https://www.seattletimes.com/business/a ... itol-hill/

I don't know this area at all. Is this an area Safeway would want these stores in? Looks like they're not in that area, and they bought two Shoppers stores a couple years ago. But those were both in the Baltimore/DC area and that's quite a distance away, and I don't know that Safeway would want more...

Grocery Outlet seems to really be committed to their plan of expanding in the Mid-Atlantic region. There have been a lot of openings in the last few years: 2021 East Norriton, PA Feb 2021 Philadelphia, PA/Mount Airy Apr 2021 Delran, NJ Dec 2021 2022 Philadelphia, PA/Welsh Rd Feb 2022 Philadelphia, P...