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,…
16 Months Later, Mike Stigers Is Changing Wakefern For The Better
Having just completed his first full fiscal year as president of Wakefern,…
- At Albertsons, Jim Donald takes one for the team.
- What’s next for FTC’s Khan post-election?
- Big win for both parties in Bozzuto’s-Roche Bros. deal.
- Rick Brindle back in the biz at Wakefern/Di Bruno Bros.
- RIP George Endrigian – beloved grocer dies at 73.