Column: Taking Stock

Veteran grocery industry analyst Jeff Metzger breaks down what’s driving the news and what’s coming next.

Jassy: Amazon Now Number Two Grocer; Impressive Earnings Run Continues 

Whatever its grocery problems, Amazon remains strong...

👉 Amazon says it is now the nation’s No. 2 grocer

👉 Grocery unit sales jumped 15% year-over-year

👉 Fresh/perishables sales are accelerating rapidly

👉 DOJ antitrust scrutiny of beef packers is heating up again

Get Ready For One of Worst Run, Most Unprofitable Supermarkets In History

The plan for NYC-owned supermarkets could fail in a big way...

Execution challenges loom large

Costs likely to balloon

No proven grocery operating model

Unfair competition for existing retailers

Redner’s Reveals Ambitious Growth Plans At First Vendor Meeting In Reading, PA

Reading, PA-based Redner's kicks its ambitious plans into high gear this month...

Grocery Outlet’s Mid-Atlantic Expansion Plan Seemed Doomed From The Start

Grocery Outlet’s Mid-Atlantic push hits the wall

Retail shakeouts are taking longer

Discounters aren’t one-size-fits-all

Kroger-Albertsons legal bills keep mounting

On Paper, Foran Checks Off Every Box Kroger Needs

It was slightly more than a month after former Kroger CEO Rodney…

Kroger’s new CEO seems fit for purpose…

Village Takes Wakefern to Court Over Morton Williams Deal

Village Super Market is (legally) unhappy about Wakefern’s Morton Williams acquisition. ADUSA…

  • Village Super Market, Inc. has filed and amended a lawsuit in New Jersey Chancery Court seeking to block Wakefern Food Corp.’s acquisition of Morton Williams Supermarkets.

  • Ahold Delhaize USA is shutting down all six of its remaining automated fulfillment centers tied to The Giant Company and Giant Food.

  • Strong quarterly results from Walmart and Costco contrast with ongoing leadership turnover across the grocery sector.

Kroger Finally Comes Clean About Ocado Failure

In July 2023, shortly after Kroger opened it is newest Ocado customer…

Three Ocado-powered sheds are now closing, impacting 1,400 workers and signaling a major pullback in Kroger’s automated fulfillment experiment.

Doug McMillon led Walmart through a cultural and digital transformation that revitalized the company’s trajectory.

UNFI’s Q1 2026 results showed continued financial strain despite slight operational improvements.

Aldi kept up its aggressive expansion, opening 25 new stores in November, including several in the Mid-Atlantic.

The Best Of Both Worlds – WFM And AF – In Plymouth Meeting, PA? Perhaps Not

As Amazon attempts to create more seamless efficiencies between its highly profitable…

Amazon tests a new micro-fulfillment center in PA
Weis, Ahold Delhaize, and Sprouts post solid Q3 sales despite economic pressure
New retail media platform for faster, data-driven CPG campaigns unveiled
Food Lion advances major remodel and DC projects

With Name Change To The Winn-Dixie Company, SEG Continues Transformation

The next chapter in the transformation of Southeastern Grocers (SEG) has been…

SEG is rebranding as The Winn-Dixie Co.
Target RIFFing 1,000 corporate employees
When will UNFI finally pull the plug on Shoppers?
Giant Food hires Upside to deploy rewards tech in Baltimore-Washington

Already On A Big Time Roll, WM Ups Competitive Ante With Open AI Deal

Over the past six months, Walmart’s metrics have been as strong as…

  • Already on a big-time roll, Walmart ups competitive ante with open AI deal
  • Does Amazon really care about retail grocery? Do they need to?
  • Trouble down the road for retailers with SNAP restrictions.
  • The Demoulases are still at it – trial scheduled for December.

Amazon’s ‘Hidden Ball Trick’ Penalty To Cost ‘Godzilla” Up To $2.5 Billion

Lina Khan was right. While the former Federal Trade Commission (FTC) chairperson…

  • Lina Khan was right as her suit against Amazon for its questionable ‘Prime’ membership tactics results in $2.5B penalty.
  • Walmart’s McMillon sees AI changing ‘literally every job in the world.’
  • Acosta pries away yet another high-volume CPG account from Advantage – this time it’s Unilever.
  • Bad news just keeps coming UNFI’s way.
  • Tightening economy breathes new life into Hamburger Helper sales.

The Giant Co. Emphasizes Importance Of Partnerships At Vendor Summit In Carlisle

At The Giant Company’s (TGC) vendor summit, held earlier this month at…

  • It was a very informative, productive day at the recent TGC vendor summit.
  • Bill Mayo has his work cut out for him in his new post as Save A Lot CEO.
  • Could Kroger be eyeing a break-up with Ocado?
  • Boyer’s Markets’ switch from UNFI to Wakefern – a plus for Wakefern, a big blow to UNFI.
  • Kudos to Jim Donald, who has finally (really) retired.
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