Food Retailers Continue Be Government Whipping Boys
Taking Stock
Plus Amazon News, Ahold Delhaize annual shareholders meeting and more.
April 22, 2024
While Kroger, Albertsons Ready For Court Date, Negotiating With FTC Continues
Taking Stock
Among recent developments in the industry covered are the demise of Amazon's "just walk out" technology, more bad news for Walgreens and Rite Aid, Unilever selling its ice cream brands plus new store news and obituaries.
April 8, 2024
Another Stinky Quarter For UNFI; Tarditi Joins As President, CFO
Taking Stock
Also, financial news from Walmart, Kroger, Publix and Target, a new venture from Marc Lore, plus more.
March 16, 2024
Playing Against Khan Is A Rigged Game; Kroger, Albertsons Seek New Venue To Continue Battle
Taking Stock
An analysis of the recent decision, as well as Ahold Delhaize news and other developments from around the trade.
March 5, 2024
Millerchip Bolts Kroger For CFO Job At Costco; Merger Optimism Waning
Taking Stock
Recent developments in the proposed Kroger-Albertsons deal have only dampened hopes that the two retailers are making enough progress in convincing the FTC to approve the deal.
February 16, 2024
FMI 2024 Midwinter Recap: Lots Of Talk; Retailers See Vendors Increasing Promotions
Taking Stock
A recap from the conference held at Marco Island, FL last month.
February 5, 2024
Seven Months In, President Stigers Puts His Imprint On Remaking Wakefern Leadership
Taking Stock
With Caudill as chief sales officer, new alignment for wholesale grocery co-op is taking shape.
January 26, 2024
MD Ups Minimum Wage To $15/Hr. Impacting 163,000 Employees
Taking Stock
In addition to Maryland, 21 other states have raised their lowest pay rate.
January 22, 2024
Troubles Continue At UNFI With $39 Million Loss In Q1
Taking Stock
It's the same story again in Q1 for the Providence, RI-based wholesaler/retailer.
December 21, 2023
After A Stellar Run, Jones To Step Down as CEO Of Publix
Taking Stock
Looking back at the stellar career of Publix CEO Todd Jones, who announced he would step down from the position he has held since 2016.
December 15, 2023
A Tale of Two Cities As Target, Walmart Report Q3 Earnings
Taking Stock
Target and Walmart report Q3 earnings, ADUSA unveils 'common desk structure' for category teams.
November 21, 2023
Chaos Continues At Save A Lot As Bergmann Exits, Boehler Named Interim Chief Executive
Taking Stock
More turmoil as company seeks to switch to fully franchised operation.
November 10, 2023
Sprouts Touts Pennsylvania As Hot Growth Market With Six New Stores Planned By ’25
Taking Stock
Sprouts eyes Pennsylvania for growth in 2024.
October 20, 2023
Giant, Safeway Begin Negotiations With UFCW Locals 400, 27 For New B-W Labor Contracts
Taking Stock
Giant and Safeway work on new labor contracts for their stores in the Baltimore-Washington market.
October 10, 2023
After Quiet Acquisition Period, Manufacturers Getting Back Into Buying Game
Taking Stock
Campell's/Sovos and Smucker's/Hostess tie-ups show a resurging appetite for big-ticket acquisitions.
September 21, 2023
After SEG Deal, Aldi Poised To Operate 2,800 Stores Nationally
Taking Stock
So, Southeastern Grocers Inc. (SEG) finally found a buyer after years of searching by its private equity owners to escape from a challenging investment originally made in 2005, an even longer period of time than Cerberus’ control of Albertsons. Currently, Southeastern Grocers is controlled by four private equity firms –…
August 29, 2023
Amazon Remains Target Zero For Lina Khan And Her FTC Supplicants
Taking Stock
Khan accuses Amazon of inducing consumers to sign up for its paid Prime subscription service and then impeding them if they wanted to cancel.
August 14, 2023
FTC’s Khan Grilled By Congress; NGA Encouraged By New Merger Guidelines
Taking Stock
Lina Khan, gunslinger against big business and chairwoman of the Federal Trade Commission, had her day of reckoning on July 13 when the Republican-led House Judiciary Committee met with her to discuss the agency’s aggressive stance against big business mergers.
July 25, 2023
After Years Of Warnings And Settlements Against Amazon, FTC Targets ‘Prime’ For Deception
Taking Stock
The FTC accused Amazon of duping millions of consumers into subscribing to “Prime” by utilizing “manipulative, coercive or deceptive” tactics.
July 13, 2023
Inflation Helps Retailers Post Strong Comps; Many Fear That Darker Days Are Looming
Taking Stock
in the three months since our annual measuring period concluded (March 31) for our yearly market studies, sales have consistently weakened, and most retailers worry that the worst is yet to come.
June 20, 2023
Jim Perkins Shift Could Be One Of Several Moves Albertsons Makes To Prepare For Potential Merger
Taking Stock
Coupled with his strong people skills and his proven ability to serve as an Albertsons ambassador (he’s moved more than 30 times in his career), Perkins will handle this new role with the professionalism and aplomb that have become his trademarks.
May 17, 2023
Mike Stigers To Take Helm Of A Rapidly Evolving Wakefern Organization
Taking Stock
As the incoming new president of the country’s largest wholesale food co-op, Stigers will face additional challenges that are unique from other grocery jobs.
April 24, 2023
Is Dollar General The Industry’s Least Safe Retailer?
Taking Stock
The Goodlettsville, TN-based discounter’s continuing safety issues have placed them in OSHA’s elite “Severe Violator Enforcement Program” (SVEP), which the federal agency said applies to employers and companies that exhibit indifference to their obligations by committing willful, repeated, or failure-to-abate violations.
April 12, 2023
Kroger-Albertsons Facing Heightened Pressure As FTC Seeks Deeper Look Into Industry Vision
Taking Stock
Already facing an uphill battle in the court of public opinion (which includes no members of either company’s executive team or the investment community), a new force emerged this month with the singular intent to “Stop the Merger.”
March 19, 2023
Ahold Delhaize USA Implementing Changes To Create Efficiencies, Deal With Incoming Economic Headwinds
Taking Stock
For the past month, we’ve been hearing about impending major changes at ADUSA with most of the speculation centered around company-wide job separations (including several senior level leaders) and the prospect of returning to a centralized merchandising model.
March 6, 2023
Nick Bertram Finds Ideal Fit In Job As President Of Discount Food Facilitator Flashfood
Taking Stock
In his new role, Bertram will be tasked to accelerate the company's growth, working closely with its founder and CEO Josh Domingues and internal department leaders to further develop capabilities and innovation that impacts the connected problems of food insecurity and food waste.
February 21, 2023
FMI Midwinter Recap: Concerns Remain Over Inflation, Labor
Taking Stock
In what remains the best top-to-top forum for retailers and suppliers to exchange ideas, this year’s conference held late last month in Orlando, FL proved that some of the real worries from last year’s meetings hadn’t been as awful as some feared.
February 6, 2023
Coming Off Record Year, Key Food Touts Geographic Expansion As Vital To Growth
Taking Stock
The New York City-based supermarket co-op recently held its first vendor meeting in nearly four years at the Teaneck (NJ) Marriott at Glenpointe. Nearly 900 suppliers, brokers and distributors attended the event which was canceled in 2020 and 2021 due to COVID-related restrictions and concerns.
January 17, 2023
Mid-Atlantic Retailers Address Three Key Concerns Over 2023 Outlook
Taking Stock
There is genuine retailer anxiety that grocery inflation will continue to rise (or at best, moderate slightly), supply chain functionality will improve (but will still be noticeable enough to create worry) and that shrink from theft will continue to be a growing factor.
January 10, 2023
Albertsons, Kroger Begin Trip Through The Political Gauntlet
Taking Stock
In the past two months, the two supermarket powerhouses have faced legal challenges from attorneys general in three states and Washington, DC, as well as intense scrutiny from the U.S. Senate and distrust from multiple labor unions which have accused the chains of potentially creating job losses, despite the fact…
December 12, 2022
ShopRite’s Jeff Brown To Run For Mayor Of Philadelphia In 2023
Taking Stock
I can’t think of anyone in the nearly 50 years of writing about the food business that’s more altruistic and selfless than Brown, who confirmed on November 16 that he will be stepping away from the hugely successful grocery business that he’s built over the past 34 years to run.
November 21, 2022
Union Movement Waning? Workers Reject Organization At Amazon Depot And At Brooklyn Trader Joe’s Store
Taking Stock
It’s clear that the union revival isn’t going away anytime soon; it’s also clear that those companies that are perceived to treat their associates fairly will find that only a small percentage of their associates are likely to become union members.
November 7, 2022
With Intense FTC Scrutiny To Come, Hard Work Ahead For Albertsons and Kroger
Taking Stock
What are the chances of this transaction being successfully completed? And, if a deal does ultimately get done, what would the final version look like?
October 25, 2022
Amazon’s Problems Extend Beyond Warehouses
Taking Stock
A Look At Its ‘Fresh’ Stores Make That Obvious
September 27, 2022
Changing Culture While Producing Positive Results Might Have Been Nick Bertram’s Greatest Asset
Taking Stock
Under his leadership, The Giant Company made major advances in the technology and digital realm and in store expansion, all while continuing the positive sales momentum that the retailer has enjoyed for almost 40 years.
September 12, 2022
Gerrity’s Debuts The Fresh Grocer Banner At Its Flagship Unit In Scranton
Taking Stock
It took less than two months for the Northeast PA independent retailer to convert the first of its 10 Keystone State units.
August 22, 2022
Richmond’s Iconic Libbie Market Transitioning To New Ownership
Taking Stock
A few months ago, Rebecca Daniel and Curtis Sammons were offered equity positions at the company and now will help lead the store's next generation.
August 10, 2022
Dollar General, Dollar Tree Announce Key Management Changes
Taking Stock
The recent changes at the nation’s two largest dollar store retailers can best be described as an orderly leadership transition and a stunning management team shakeup.
July 25, 2022
More Changes At Wakefern As Gerrity’s Joins Co-Op, Wing Retires
Taking Stock
The Keasbey, NJ-based company also announced a series of promotions.
July 11, 2022
Retailers Ride The Inflation Gusts; In-Stock Store Conditions Were A Differentiator
Taking Stock
Grocery stores continued to produce robust sales propelled almost entirely by price increases.
June 28, 2022
