David Livingston's RetailWire Blog
August 31, 2010
Cub really is stuck in the middle. They can't have low prices because Wal-Mart, Target, and Aldi would be unbeatable. They can't have good quality because Lunds, Whole Foods,and Kowalski's have that market cornered. They can't have good service because Cub is unionized. Variety and selection ...
August 31, 2010
One of the biggest challenges for Cub is the fact that is it owned by Supervalu, a company that is deeply in debt, has laid off employees, cut its dividend and seen its stock price plummet -- not exactly the best position to be in when facing an onslaught of ...
August 27, 2010
I agree with Len. This will end the same way all the other rainmakers Sears has tried to hire to get the company to turn around. There may be changes made but trying to get Sears to improve is like trying to stop the Earth from rotating. ...
August 26, 2010
Save-A-Lot has been opening stores in the food deserts of New Orleans, however, as soon as Wal-Mart reopened, they were made redundant. Typically I'm finding Save-A-Lot in Louisiana under-performing, even when they are the only store in the food desert. It's mostly a cultural thing. First, consumers don't see ...
August 25, 2010
Generally, I am finding regional chains doing quite well. Schnucks going to Memphis was a mistake. They went after a failed group of stores. Combine that with lack of name recognition and the learning curve of a new market and I would not be surprised if they ...
August 20, 2010
I agree with Bob Phipps, the demographics will drink it up. Many of these stores are located in blighted areas where the local liquor store is the commercial focal point. The good news is there is a high demand among the consumers. The bad news is that ...
August 18, 2010
Wal-Mart is probably not too worried about this because a decline in same store sales should be expected when you start building stores so close together. Investors might not understand the math. What is really important is if Wal-Mart's sales per square foot is still a certain percentage ...
August 18, 2010
In all fairness, it seems that if labor can organize and go on strike, why can't supermarket chains organize to protect the interests of their investors? Are the wages of union labor any more important than the profits for investors? If labor unions can use "economic weapons" then ...
August 17, 2010
I think the experts such as Whole Foods are in a better position to benefit because they are simply better at it. Reasons I can think for the the upturn in natural foods are first, the economy has recovered. People who are still trying to figure out ...
August 16, 2010
I'm going to totally disagree that independents are at a disadvantage. Oh sure they might not have some of the financial muscle that a chain has but they have other advantages. Independents can react to market changes faster and change policies almost instantly. I've got one client that ...