Retail Watchers

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...

I know I saw a Kroger delivery vehicle in my neighborhood in 2023, so it definitely operated. As for OKC and Florida, I can't say how long they have left, but either way, they aren't in areas where they could get brick and mortar stores. I'm not sure that's relevant, but might be. When I was in OKC...

I don't think it looked like that on the screen. It was very plain looking with minimal light blue color. The receipt is slightly different too although it does sort by category and quantity. They were allowed to hand key the PLU from the book. I just thought it was bizarre that they are not using ...

I need to look it up but I don't believe the Brookhurst and Edinger Albertsons is a converted Lucky, nor do I think it is all that old. I believe it is a mid 2000s opening in part of some large building that I would swear was a Kmart by appearance but I don't recall one there growing up nor the Alb...

Also more supercenters (good number of SuperTarget and Walmart Supercenters). There are SuperTarget stores in NJ? I didn't think there were really any in the Northeast at all. They did build several 'Greatland' locations that were maybe designed to morph into the full grocery-heavy format, but I do...

The price hikes are a complete joke in CA specifically. In SoCal there are SO many local/independent restaurants where you can get significantly more food for the same or less money than these fast food chains. In NorCal it isn't so much that way because the prices are so outrageously higher and th...

This is not unusual for them. The closest they ever got to Reno was out in Winnemucca which I assumed was linked to stores in Idaho or Utah (I don't even know if they operate there). There was an old Carquest (Advance supports those) dealer, then the store was converted into an Advance (corporate st...

JoAnn exited bankruptcy. https://www.reuters.com/business/retail-consumer/craft-retailer-joann-approved-exit-bankruptcy-slash-505-mln-debt-2024-04-25/ "Joann creditors, who agreed to cancel about half of the company's debt and take ownership of the company's post-bankruptcy equity, unanimously ...

They are now asking for an extension to July 31 to make decisions on lease rejections... This would imply they still plan to be in bankruptcy on July 31...? This is not looking good to me, a month ago it felt like they were making preparations to emerge soon... now I see stores with hardly any inven...

I received a strange emailed coupon to the email I have linked to my Kroger loyalty. I'm not sure what division my card has its "home" division at, it is either Smiths or Ralphs. I never signed up for a loyalty card directly at any Marianos unit. I was in this Mariano store last year and e...