Retail Watchers

Santa Maria has Pak N Save decor, right? I have never seen that decor otherwise on a Vons. There's a nice Albertsons (former Smiths) in town that at one point had Jewel decor, not sure if it has been remodeled out. Odds are the Vons is owned real estate and breaks even or makes only a small profit ...

Now it’s Colorado’s turn for a lawsuit. https://www.9news.com/amp/article/money/business/kroger-albertsons-merger-colorado/73-5c2104ad-282e-4495-bf21-28c05d65af7f This is another market where the merger will have significant impact- there are rural mountain towns where Safeway and King Soopers/City ...

Internally there must be a lot of respect for Costco within Kroger... Is Plan B a Kroger/Costco merger when the Albertsons one fails? Is either company in financial trouble? Both of those seem like at odds with each other. The big question is what happens to Albertsons. In 2018, some Forbes analyst...

Are they underrepresented statewide or just underrepresented around Portland/Seattle? Given the closures they did around Portland I don't see them adding stores in that market. In the case of Seattle I don't think there is much need for them to add additional stores; Seattle has a lot of grocery op...

However if it weren't for the Albertsons merger I don't think Safeway would still be around today as a stand alone entity. I expect Safeway would have sold off East to someone else, exited Denver Division and Texas Division, sold off Phoenix to someone else, exited NV entirely, and then the smaller...

There was a note in an investor article about the Kroger-Albertsons deal that said the Albertsons pharmacy operation is on fire... Up 23%. Costco pharmacy has longer and longer lines every time I go, and the store I visited yesterday had just reconfigured the counter to add terminals and space for ...

I am not sure Bashas would be open if they hadn't bought it... but they really need to do some serious work on Bashas banner. Food City is probably okay as it is but it could be so much better. I suspect Yucaipa Companies would’ve bought Bashas and done a ‘Fresh & Easy maneuver’ (aka liquidatio...

The worst distances from Lancaster, CA for some of the remote stores they've kept open: Crescent City, CA 12 hours (Des Moines is only 8 hours- maybe they will serve this store from there) Yreka, CA 9.5 hours (Des Moines is only 8 hours) Alturas, CA 9.5 hours (Des Moines is 9 hours) Quincy, CA 8.5 ...

Safeway used to be dominant in Colorado Springs but over the past 25 years as Wal Mart has expanded and King Soopers keeps expanding, Safeway has not kept up. I'm not sure when the last new build Safeway opened in Colorado Springs, but I think it has been a while, and competitors have been opening ...

Finally- now we have evidence they are trying to quit sitting on empty sites and give them to parties who want to do something with them. Hopefully some idle sites out west can also get released. As much as I wanted to see how they'd do in Sacramento... it is pretty obvious... so best to just relea...