Distribution Centers

👉 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

• 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.

• C&S Wholesale retooling continues with $1.77 billion acquisition of SpartanNash
• Albertsons’ Q1 numbers – first under Susan Morris’s leadership – very solid
• As August 1 tariff deadline approaches, 57% of execs with +$1b in annual revenue already feeling the pinch
• Despite early reports, Amazon’s Prime event this year its biggest ever

• Most supermarkets more vulnerable than ever against price/value alternate retailers
• C&S’s $1.77 billion acquisition of Spartan Nash, combined with the addition of Key Food, represents a real threat to faltering UNFI’s Central Region business
• Prime Days ratcheting up sales this year by expanding from 2 days to 4 and adding “Today’s Big Deals” for Prime members
• Most new store activity this past month was by non-traditional supermarkets operating stores smaller than 30,000 square feet