Nitin Gulati
Value, growth, contrarian, growth at reasonable price

The Fresh Market Remains An Excellent Short

Over the past 5 years, supermarket and grocery retailers in the US experienced significant polarization, obvious after reviewing market segments' performance. Because of the rise in consumer awareness and disposable income, consumers gravitated towards high-end grocers. Strong growth in organic and natural product sales helped to offset the stagnation in supermarket and grocery store industry. Three of the largest high-end grocers, Whole Foods (NASDAQ:WFM), Sprouts Farmers Market (NASDAQ:SFM) and The Fresh Market (NASDAQ:TFM), enjoyed double-digit growth compared against anemic low-single digit growth for the overall supermarket industry. Foreseeing growth in organic foods industry, many analysts are using a variant of total addressable market to project revenue growth for these high-end grocers. Unfortunately, this well-known

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
FREESA PRO MEMBERS
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details