Retail Watchers

I think it would be more likely that banks run out of patience with the DOJ They can sue the DOJ, and should, for malicious prosecution and intentional interference with a court proceeding. The DOJ has already created a unreasonable overreach with this case. Bankruptcy means bankruptcy, and the DOJ...

I remember that Huntington Beach Ralphs and I saw zero effort to cater to Asian center store customers occurring in that location. There is a picture on Fountain Valley's Google Maps from 4 years ago showing a pretty large Asian aisle, but the depth of what I am seeing currently is much better than...

Their website seems to think that store is open? https://stores.advanceautoparts.com/ca/temecula/40605-winchester-rd But when I go try to do a store pick up order there, pretty much everything I tried to order is out of stock... I did eventually find an item that was in stock. They are ready to col...

They are paying a flat rate per store which is insane. Do the math from first to second deal. It's $5M a store and change. C&S is stealing these stores if they get the highly profitable ones. I am sure none of the stores we are naming here are on the C&S list. They can wheel and deal with t...

Fortunately the Albertsons, Kroger deal has a zero percent chance of passing Judge Adrienne Nelson who was specifically selected to kill it and implement the DOJ and FTC's new merger guidelines. C&S would not have gotten the Vons in Murrieta, anyway. It has a Vons fuel station. Kroger would hav...

That sounds like the POS they've been using for the past couple of years at least in some stores. It is a strange system. This is the GK Omni POS system. https://www.sap.com/products/crm/omnichannel-pos.html This is the receipt that system produces. https://www.yelp.com/biz_photos/smart-and-final-l...

Useless trivia- millennials became the first generation whose go-to food was not Italian. We prefer Mexican… but Gen Z prefers Asian. Tastes are diversifying. Mexican remains quite popular, but it's a bit of an odd situation when it comes to chain restaurants in that there really aren't any signifi...

They seem to have stopped doing Cafés as well. That is a point. The latest store in the Portland, Ore. trade area is at Cascade Station, a large box retail plaza near the airport and "anchored" by the only IKEA for hours/miles. It does not have a cafe. They are obviously focused on cuttin...

The characterization of the northern NJ market sounds an awful lot like Southern California in the sense that there's a lot of specialty competition. If Kroger can't win with Ralphs in Southern California, they're not going to do it in Northern NJ. Their usual level of mediocrity and defensive play...

It will be a matter of time until Rite Aid's luck runs out. At some point they may have to do a combination of liquidating and selling remaining stores to CVS. Do you think the banks are going to run out of money? They bought it. I think it would be more likely that banks run out of patience with t...