Retail Watchers

No OR/WA closures yet again. I really think those two states, what is left of them, has been spoken for.

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 ...

I think the idea is to get CO and AZ off their backs by saying look we are basically divesting 80%+ of Albertsons/Safeway in your states - what more do you AGs want us to do? We are basically not "merging" in your state. And yes, that is true, the problem is the Albertsons/Safeway Stores ...

My Asian in-laws wouldn't set foot in a Ralphs if they were giving everything away. For some reason the brand has done very poorly with the Asian community and is strongly disliked. I'm unsure as to why. I was surprised my nieces had never been to a Ralphs in their life. Albertsons has done much be...

So I looked up SLO and it closes at 11 PM. So does Ridgecrest, Atascadero, Bishop, also close at 11 PM. But then Paso Robles - 10 PM. Doesn't make any sense. I am trying to think it has something to do with theft but I'm not seeing the logic. And it definitely doesn't have anything to do with traffi...

Mariano was involved in this. Maybe he was not there anymore at this point in time. Maybe C&S can hire him. Might help their credibility significantly...

I think the 40% franchisee Chilis is dated information. They spent a lot of time the past ~10 years buying out franchisees and converting back to corporate stores. They did this even during COVID. I think they did this for a lot of the reasons you bring up such as pricing consistently and also for t...

It's hard for me to see how Albertsons and Kroger thought this new deal would entice the FTC any better. I know someone said maybe it was simply to get the states that were suing off their backs, but the FTC was very clear that C&S is simply a questionable buyer, and it's going to take actual l...

It appears stores set to close on 4/28 are now giving a 40% "employee discount" on all transactions. So stuff still scans 5% to 30% off then they give extra 40% off like a coupon at the bottom of the receipt. Discounts don't quite come out to what is posted. For instance Sign on shelf says...

Costco has something like 10 new store projects going in NorCal. It is quite interesting. I think they're trying to play chess to prevent Sam's Club from doing any expansion in the market. After Sam's Club closed two stores in metro Sacramento it doesn't bode too well. I think Costco may be hitting...