Retail Watchers

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...

Grocery Outlet has found a way to source Asian products from a distributor and this is one of their initiatives to try to fill the shelves up. They sell the stuff at a slight discount 10%-20% less than what the Asian chains like 99 Ranch or Seafood City sell for and also hope to capture business fr...

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.

I am not convinced any store on the "keep list" is actually safe even if the lease was renegotiated. They have too many areas where now their presence is 10% or less of what it was prior to bankruptcy which means that it would be unprofitable to continue to operate when you factor in mark...

I have seen many Grocery Outlet operators who are aggressively targeting Asian customers here with expanded assortments. Lots of Korean, Vietnamese, and especially Filipino foods added to these stores which makes sense because of the stubborn refusal of Albertsons to give up any of their locations ...