GLG News by Supervalu Experts

Howie GelbtuchPrincipalGreenwich Realty Advisors Writing Corp

More details and insights about the planned Sears Holdings store closings

January 4, 2012

Sears Holdings recently announced plans to close 100 to 120 of its stores.  Of these, 79 locations were disclosed on December 27, 2011 and 90% of them – 71 stores— are in our proprietary database of retail stores.  We estimate that the 71 stores we identified total about 6.6 million square feet of gross leasable area, an average of roughly 93,000 square feet per location.

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.

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.

John DominoPrincipalJTD Retail Strategies

What's Next for Shaw's

December 22, 2010

Analysis of:SUPERVALU Struggles to Sell Shaw's Chain | blogs.wsj.com

The reported attempts by SUEPRVALU to sell Shaw's should not be a surprise. The actual value of the chain is probably in the $700-800 million range and driven by the value of a group of 50-60 core stores.

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