GLG News by Supermarket Experts

John DominoPrincipalJTD Retail Strategies

SUPERVALU comes up short again

November 9, 2011

Analysis of:SUPERVALU Shifts Cap-Ex Away From Save-A-Lot | supermarketnews.com

This article from Supermarket News presents a positive view of SUPERVALU’s recent announcement that it would only open 80-90 Save-A-Lot (SAL) stores in FY12, rather than the 160 stores previously announced. The chain will use the freed-up capital to increase the number of conventional stores to be remodeled to 80-90 from the original plan of 55-75. In the article, four respected industry analysts compliment SUPERVALU management on this shift in capital spending priorities.

Daniel DurickPresidentEmerging Food Technologies

Premium Steak House Guests can now have DNA-Assurance of their Steak's origin

May 27, 2011

DNA-based traceability is now available for Beef and Pork, particularly the cuts served by High-End/Fine DIning establishments. Animal DNA is proof positive of the source of each steer, and the standards of quality established by the Grower.

Daniel DurickPresidentEmerging Food Technologies

RONALD McDONALD is here to stay !

May 26, 2011

Analysis of:McDonald's under pressure to fire Ronald | online.wsj.com

Rumors of McOpCo fazing-out Ronald McDonald is pure fallacy. The Ronald character is the cornerstone of McDonald's concept and truly admired by their kid's consumers. The notion that Ronald is associated solely with 'bad-for-you' menu and food selections is hideous. The Ronald character is simply an identification with, and for, the McDonald's brand.

John DominoPrincipalJTD Retail Strategies

Why Supermarkets are Cutting Back on Cap-Ex

March 22, 2011

Analysis of:Retailers Keep Lid on Cap-ex | supermarketnews.com

Supermarket retailers are not cutting back on their capital spending because of a major push to cut prices, but rather due to the poor results that remodels have delivered in the past few years, the lack of viable new store growth opportunities and a desire to build their bank accounts in anticipation of large, attractive acquisition opportunities.

Leland DakePresidentStrategic Sourcing Partners

What is the Future of Traditional Grocery Stores in the Mass Attack?

February 8, 2011

What is the future of the traditional Supermarkets when Walmart (WMT) already owns 33% of the Grocery Channel and Target (T) is on fire with their PFresh format?  Some will say Target in the next 10 years will gain 20% Market Share of the Grocery Channel.  If you couple that will Walmart's current 33% and projected 40% in 10 years which retailers will survive the squeeze and which won't?. Who will be the next to fall,  will it be Kroger (KR)? Will it be Safeway (SWY)? Will it be Supervalu (SV)?

John DominoPrincipalJTD Retail Strategies

A Few Positive Signs at SUPERVALU

February 7, 2011

Three recent personnel announcements at SUPERVALU are positive signs that the company may be starting to move in the right direction.

John DominoPrincipalJTD Retail Strategies

Will more of Craig Herkert lead to more of the same for SUPERVALU?

January 12, 2011

Analysis of:Supervalu Challenged on 'Transformation' | supermarketnews.com

Based on Craig Herkert’s lack of any substantive plan and strategy for success on yesterday’s investor call, it is time for the SUPERVALU's board to realize that if they keep doing the same things with the same CEO, they are going to get the same results.

Miguel BunuelLecturerStanford University - CC

Social Behavior and Public Policy for Climate Change Mitigation

January 3, 2011

Prices are not sufficient to elicit the necessary investment and behavioral responses required for the transition to a low-carbon society because there exist: Financial and “hidden” costs; multiple objectives, conflicting signals, or information and other market failures; and behavioral and motivational factors. As a consequence, standards and regulations must complement market mechanisms; information policies are required; and public financing for investment is needed.

Miguel BunuelLecturerStanford University - CC

Market Based Policy for Climate Change Mitigation

January 3, 2011

The fundamental changes required in the energy sector for the transition to a low-carbon economy cannot be implemented if public policy does not create the proper incentives for this transition. And for public policy to be efficient it must be based on market based instruments, chiefly environmental taxes and tradable emission permits. Besides efficient, these instruments are very effective, and provide the greatest incentives for R&D.

John DominoPrincipalJTD Retail Strategies

Target's Focus on Fresh

January 3, 2011

Analysis of:Shopping at Target? Now You Can Pick Up a Dozen Eggs | www.nytimes.com

The new P-Fresh format by Target poses a significant long term threat to conventional supermarkets across the country.

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