Taking Stock
Taking Stock
A look at the changes at Delhaize America, along with other recent news of the market.
December 19, 2012
Taking Stock
Taking Stock
Jeff Metzger's analysis of the expected deal involving Cerberus and Supervalu, his take on the upcoming retirement of Ahold USA's Carl Schlicker, and more.
December 8, 2012
Taking Stock
Taking Stock
Jeff Metzger's analysis of the news in the market, including the announcement that Carl Schlicker will retire from Ahold USA in February, his update on the status of a potential deal between Supervalu and Cerberus, and more.
November 20, 2012
Taking Stock
Taking Stock
Jeff Metzger's analysis of the potential sale of Supervalu, a review of Weis Markets' recent vendor meeting and the rest of the news of the industry.
October 14, 2012
Taking Stock
Taking Stock
Jeff Metzger's analysis of the recent news about Supervalu, which many expect could be acquired by Cerberus within the next month. Plus, his take on the rest of the news in the industry.
October 10, 2012
Taking Stock
Taking Stock
Jeff Metzger's take on the newest developments at Supervalu, Delhaize America, Ahold USA and from around the rest of the trade.
September 16, 2012
Taking Stock
Taking Stock
Jeff Metzger discusses the change of the guard at Delhaize America as Ron Hodge announces his retirement, along with other news in the industry.
September 4, 2012
Taking Stock: Supervalu Revival? Total Asset Sell-Off Seems More Likely
Taking Stock
First of all, we wish new Supervalu chief executive Wayne Sales the best of luck. He’ll certainly need it after inheriting a damaged company whose ongoing problems are complex, multi-faceted and will be difficult to repair, especially with less money to invest and a lack of confidence from Wall Street.…
August 20, 2012
Taking Stock: Canadian Tire Exec Inherits Flat Wheels With Little Tread
Taking Stock
For those Taking Stock readers who believe I have for the past few years harbored a strong personal dislike for deposed Supervalu CEO Craig Herkert, you would be inaccurate. On the other hand, for those of you who believe my criticism has been directed at Herkert’s utterly dismal performance, you…
August 6, 2012
Taking Stock: The Beginning Of The End For SVU
Taking Stock
Jeff's Metzger's analysis of the news that Supervalu has suspended its dividend and will see an asset review.
July 16, 2012
Taking Stock: Revamped AUSA Vendor Meeting Draws Praise
Taking Stock
Jeff Metzger's analysis of Ahold USA's recently completed annual vendor meeting, and other news from the past few weeks in the supermarket industry.
July 11, 2012
Taking Stock – Jeff Martin's Greatness: It's All In The Heart
Taking Stock
Jeff Metzger's input on the surprising news that Jeff Martin has resigned as Ahold USA EVP-merchandising and marketing.
June 18, 2012
Taking Stock: Market Gridlock Means Nowhere To Run, Nowhere To Hide
Taking Stock
Jeff Metzger breaks down the results of the Food World 2012 Market Study.
June 12, 2012
Taking Stock: Supervalu Changes Retail Ops Team, But Will It Really Matter?
Taking Stock
Jeff Metzger's analysis of the latest news in the Northeast food industry
May 22, 2012
Taking Stock – Memo To Wal-Mart: When Bribes Are Real, You Must Not Conceal
Taking Stock
Jeff Metzger's analysis of the recent news of alleged bribery by Wal-Mart executives in Mexico.
May 10, 2012
Taking Stock: SVU – 3 Years Of Herkert Yields More Than '8 Ways To Lose'
Taking Stock
Jeff Metzger's analysis of Supervalu's most recent financial report and Craig Herkert's earnings call performance.
April 21, 2012
Taking Stock: Healthcare Concerns Shorten UFCW Pacts With Giant, Safeway
Taking Stock
Jeff Metzger's analysis of the new labor agreement between UFCW Locals 400 and 27 and Giant/Landover and Safeway.
April 3, 2012
Taking Stock: Another Stellar Show At St. Joe's Food Industry Summit
Taking Stock
Jeff Metzger summarizes the Saint Joseph's University Food Industry Summit 2012.
March 24, 2012
Taking Stock: With Burkle On The Verge, Let The A&P (Real Estate) Games Commence
Taking Stock
Jeff Metzger's analysis of the future of A&P now that the bankruptcy court has approved the retailer's reorganization plan.
March 6, 2012
Taking Stock: Sanders Still Believes, But Corporate SVU Can't Supply The Cure
Taking Stock
Jeff Metzger's comments on Acme president Dan Sander's recent address to AMR/MAFTO and parent company Supervalu's recent performance.
February 22, 2012
Taking Stock: Growth Plans Aside, Delhaize America Has Roadblock Ahead
Taking Stock
Jeff Metzger analyzes the recent changes at Delhaize America as the retailer closes 126 stores and "retires" the Bloom banner.
February 14, 2012
Taking Stock: With Genuardi's Exit, Musical Chairs To Begin In Del-Val
Taking Stock
Jeff Metzger's analysis of the recent announcement that Safeway will sell or close all of its Genuardi's stores.
January 17, 2012
Taking Stock: Ahold, Safeway Headed In Different Expansion Directions
Taking Stock
Jeff Metzger's analysis of the recent news that Safeway will exit the Philadelphia market with the sale of 16 units to Ahold USA's Giant/Carlisle, the closure of three stores and the continuing sales process of the remaining eight Genuardi's units.
January 9, 2012
White, Small Acquitted; Gutless Supervalu Shows True Stripes
Taking Stock
Jeff Metzger's opinion about the recent acquittals in the trial of former Shoppers execs Bill White and Kevin Small as well as Maryland Senator Ulysses Currie.
December 16, 2011
Taking Stock: Yucaipa's Burkle Close To Gaining Greater A&P Control
Taking Stock
Jeff Metzger's thoughts on the Yucaipa, Goldman Sachs and Mount Kellett deal to take over A&P for $490 million.
November 21, 2011
Taking Stock: Delhaize America: Another Flawed Centralized Merch Plan
Taking Stock
Jeff's Metzger's analysis of the new Delhaize America centralized merchandising plan.
November 7, 2011
Taking Stock: Keeping Score" Del-Val’s Future Winners And Losers
Taking Stock
Jeff Metzger's analysis of the future of Delaware Valley retailing as the sale of Genuardi's stores seems imminent.
October 11, 2011
With Ellis' Departure, CEO Michael Revamps AWI Management
Taking Stock
Jeff Metzger's reporting on the AWI reorganization in the wake of Bernie Ellis' resignation as president.
October 6, 2011
Taking Stock: Ahold USA Still Seeking Crispness In Post Re-Org Execution
Taking Stock
Ahold USA's re-org is complete, but it will take some time before everything is clicking on all cylinders.
September 19, 2011
Taking Stock: Irene’s Effects Can’t Break Industry’s Resolve
Taking Stock
Jeff Metzger's take on the industry's latest news.
September 6, 2011
Taking Stock: The Dos And Don'ts Of Opening Former Super Fresh Units
Taking Stock
Jeff Metzger Takes Stock Of The Latest Industry Developments
August 8, 2011
Taking Stock: Market Studies 2011
Taking Stock
Jeff Metzger's analysis of the Delaware Valley and Baltimore-Washington markets.
June 27, 2011
With Shaner Gone, Herkert's Strategy Even More Baffling
Taking Stock
Jeff Metzger's analysis of Supervalu's CEO Craig Herkert's latest moves.
May 23, 2011
Taking Stock: 17 Stores Open, More Bottom Dollar Stores Slated For DelVal
Taking Stock
Bottom Dollar Foods (BDF) has made it clear it has come to the Philadelphia market to stay.
April 19, 2011
Taking Stock: Kicking, Screaming My Way Into The World Of Social Media
Taking Stock
Jeff Metzger discusses the recent SJU food industry summit, which focused on social networking.
March 27, 2011
Taking Stock: Klein’s And Brown To Open Oasis In Baltimore Food Desert
Taking Stock
A feel good story for the industry: Wakefern members Klein's and Jeff Brown are teaming up to build a new store in one of Baltimore city's most under-served areas.
March 7, 2011
Tom Infusino: The Greatest Independent Retailer Of All Time
Taking Stock
Although he only operated one grocery store, Tom Infusino was arguably the greatest independent retailer of all time.
February 28, 2011
Taking Stock: As Supervalu Sinks, Herkert Heading Toward Worst CEO Status
Taking Stock
Jeff Metzger's analysis of Supervalu CEO Craig Herkert's performance headlines this installment of Taking Stock.
February 9, 2011
Taking Stock: At Supervalu, The Spin Increases, While Results Continue To Tank
Taking Stock
Seriously, has there ever been a better “spinmeister” in the food industry than Supervalu’s Craig Herkert?
January 20, 2011
Why The Nostalgia? A&P Train Wreck Was Decades In The Making
Taking Stock
So, the inevitable inevitably happened at A&P. Surprised by the bankruptcy? Hardly. Surprised by the timing? Yes.
January 6, 2011
