Retail Watchers

These tariffs could actually happen. What will be the results if they do happen? What is the purpose of these tariffs? Is it supposed to makes jobs come back to the United States? Let's face reality here. If these tariffs were going to be something other than temporary, it would potentially bring j...

This store should get approved and it should do well. If they can have a Tractor Supply they can certainly have a grocery store in their town. Another missed opportunity for Ralphs... maybe too "country" for Ralphs. Albertsons isn't building many new stores but they are being rather opport...

I'm not disagreeing about your general argument that Ralphs doesn't need to have it's own brand names but I think the remaining Ralphs stores are probably among the highest performing in the company, especially the core stores in metro L.A. that often do twice the volume of competing Vons and Alber...

There was a recall due to listeria. California avocados are unsafe. So it appears the avocado price increase is not directly due to tariffs but due to this issue. Of course the tariff will add another layer of increase. Assuming the tariffs even happen, which I doubt. Too many US corporations are p...

That Bradshaw Ralphs got caught up in the Fresh & Easy mess. It was one of those finished stores that never opened. I don't think Bradshaw did particularly well (heard it was always profitable, but I am guessing not very) but may have potentially done okay as a FoodsCo. Not sure what the story o...

Daiso is a little different. They don't try to sell everyday and consumable foods heavily but instead have a higher number of household items or trinket type items. At the same time it feels like they may be in higher rent locations than Dollar Tree, likely offset by the smaller store size they have.

This "PR" seems to come out every year. In 2017 they didn't blame it on tariffs. This year they are. Same thing every year. https://www.cnbc.com/2017/08/25/avoid-chipotle-shares-because-surging-avocado-prices-pose-risk-to-its-profits-credit-suisse.html Avocado prices always go up in price ...

Given what has happened to Ralphs (tons of store closures, general underperforming position compared to other Kroger banners with few stores offering online ordering, no Marketplace stores, and few with fuel stations) I can see how they may not be able to justify having it have its own private labe...

Back when there were more Ralphs brand items, it wasn't uncommon to see Ralphs brand items in F4L/FoodsCo either. Now given how few Ralphs brand items remain, that does not seem to be as common. From an efficiency standpoint where they are running multiple banners from the same distribution center, ...

Dollar Tree said the new prices are 2 to 5 dollars. Lots of issues with adding these items into their stores. Theft is one of the biggest ones I see. This is a response to shareholders who are angry. They are up against a wall with costs rising and they can't keep cutting product sizes and product ...