Trade War: Canada’s New Tariffs Create More Headwinds for U.S. Grocery
Canada’s retaliatory tariffs on roughly $20 billion of U.S. goods took effect…
The Trump Tariff Reset Adds New Layer of Uncertainty for Grocery
New Trump tariffs shake up the industry again...
C&S Wholesale Retooling Continues With $1.77 Billion Acquisition Of SpartanNash
Last month’s acquisition of Michigan-based wholesaler/retailer SpartanNash is another example of grocery…
- 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
What a difference a year can make. Or not. Twelve months ago…
- 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
Albertsons’ Takes Stand Against Tariff Increases
As a protest marker, I’m guessing Omer Gajial, Albertsons’ executive VP-chief merchandising…
- Albertsons chief merchant Gajial won’t accept tariff-related price increases
- Other ‘concerned’ retail CEOs visit White House to be blunt with president on tariffs
- Hershey cuts ribbon on first new hometown facility in 30 years
- Another spin of the seemingly endless revolving door of personnel changes at Dollar Tree
Attorneys Delighted Over Continuing Kroger, Albertsons, C&S Litigation
The litigation party continues among the companies involved in the failed Kroger-Albertsons…
- Attorneys delighted over continuing Kroger, Albertsons, C&S litigation.
- Amazon doing another restructure of its grocery unit with Jason Buechel at the helm.
- It’s good to be Ron Sargent, but could Greg Foran be on the horizon at Kroger?
- Kudos to B. Green on acquiring Angel’s Market.
The Disappearances Of Sankaran And McMullen
No, it’s not a Russian conspiracy theory - although that might…
- Boom, just like that, the disappearances of Sankaran and McMullen.
- Ahold Delhaize CEO Muller Bullish about future despite Stoppie’s challenges.
- Wall Street nitpicking dings Costco’s stock price despite strong Q2 results.
- Remembering Carol Rabb Goldberg of Stop & Shop.
Meet The New Heads Of USDA And HHS
Updates from Washington on the Farm Bill, Country of Origin Labeling, tariffs…
For SEG And C&S, An Enhanced Opportunity
At first blush, it might seem like the motivation behind the recently…
- Enhanced opportunities await SEG, C&S.
- At Kroger and Albertsons, post non-merger, riffings ensue.
- Are executive orders driving consumer confidence down?
- ‘Godzilla’ Amazon, led by AWS, sees 52-week fiscals pole vault to $68.6 billion.
- ADUSA Q4, full fiscal ’24 decent but hardly stellar.
Tariffs On Mexico, Canada: Just A Bad Idea
Sure, the economic crisis with Mexico and Canada was averted - at…
- While most of the White House’s proposed tariffs have been delayed for 30 days, I think tariffs are inevitable.
- Although NLRB okays union election at a WFM store in Philly, expect stallball from the mega-retailer.
- Costco settles with its Teamsters in six states, including NY, NJ, MD and VA.
- Frozen foods will soon be leaving ADUSA’s new automated frozen food depot in Mountville PA.
- A big thumbs up on another fantastic FMI Midwinter.
What’s Next With Our New President?
News out of Washington, including the latest farm bill update, FDA developments,…