Column: Taking Stock

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

(Eye Roll) Kroger, Albertsons Have Spent $864M On Merger-Related Legal Fees Thus Far

News from the region, including Walmart's recent research into shoppers' shopping habits…

  • Attorneys’ fees reach eye-popping levels in drawn out Kroger-Albertsons merger deal
  • UFCW’s Federici decries the ‘waste of money’
  • Amazon keeps raking it in with Prime Day – sales up 11% over last year
  • Mixed Q2 results for Albertsons – comps up but earnings dip

FTC Prepares To Sue Pharmacy Benefit Managers; Retailers Say ‘It’s About Time’ 

Powerful pharmacy benefit managers g a close look from the FTC.

  • FTC chair Kahn finally gets one right with her call-out of PBMs
  • Gristede’s Supermarkets will pay $400,000 penalty over problems with its refrigeration systems
  • DeCicco & Sons set to enter Connecticut at site of former Stop & Shop in Greenwich
  • Big Y opens store at a new (almost) Amazon Fresh location in Westport, CT

Even With Release Of Store List, Albertsons Kroger, C&S Have Lots More Work To Do

“Today’s announcement changes nothing. The merger is not a done deal, far…

  • With the release of the 579 individual stores revealed, Kroger, Albertsons & C&S have lots more heavy lifting to do.
  • Walmart attempts to blunt Amazon Prime Day momentum with 50 percent discount for Walmart+ subscribers.
  • Amazon opens its first upgraded Mid-Atlantic Fresh store in Eatontown, NJ in underwhelming rebirth.
  • Costco is raising membership fees for all levels in first increase since 2017.

As Inflation Wanes and Competition Heightens, Metro NY, DelVal Retailers Find Landscape Tougher Than Ever

In a year "as difficult...as we’ve faced in a long time," as…

  • Let’s take a closer look at what the numbers are telling us in this year’s Food Trade News market study.
  • Easing inflation, tightening consumer spending, and cuts to SNAP added up to flat sales across the board.
  • Disrupters, led by Aldi, Lidl, and Trader Joe’s, continued to chip away at old-guard supermarkets and drugstores.
  • All signs point to malaise and gridlock in the year ahead.

2024 Market Study Analysis: Uncertain Economy Impacts Most B-W Retailers; Little Optimism For Near-Term Improvement

Easing inflation, tightening consumer spending, and cuts to SNAP added up to…

  • After the boom years of the COVID era, slowing inflation, and tightening consumer spending flattened sales.
  • Traditional supermarkets and drug retailers find themselves most vulnerable to market shifts, continuing a trend.
  • Said one exec: “It’s a good thing that your 12-month measuring period ended in March, because the next 12 months are going to look much different.”

Kroger, Albertsons Add 166 More Stores To C&S Deal

Updates in the Kroger-Albertsons merger plan, Walmart unveils upgraded private label brand…

  • Start list here

Food Retailers Continue Be Government Whipping Boys

Plus Amazon News, Ahold Delhaize annual shareholders meeting and more.

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While Kroger, Albertsons Ready For Court Date, Negotiating With FTC Continues

Among recent developments in the industry covered are the demise of Amazon's…

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Another Stinky Quarter For UNFI; Tarditi Joins As President, CFO

Also, financial news from Walmart, Kroger, Publix and Target, a new venture…

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Playing Against Khan Is A Rigged Game; Kroger, Albertsons Seek New Venue To Continue Battle

An analysis of the recent decision, as well as Ahold Delhaize news…

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