Seeking Alpha
  • Brian Sanders
    Created large position in $TFM, adding on the way down.
    May 26, 11:22 PM
    Reply (7)
    • Gettin'Long: I still can't see the concept of a niche organic retailer, essentially a special specialty store, being meaningfully scalable, but we'll see
      May 26, 11:50 PM
    • Brian Sanders: you think the model is broken, and not feasible nationally? it's worked well thus far, about 1/3 of their expansion is complete.
      May 27, 12:21 AM
    • Brian Sanders: I'm not sure how people can deny numbers. They are barely known compared to $WFM yet have half the sales per sq ft. pretty impressive imho.
      May 27, 12:22 AM
    • Gettin'Long: Just intuitively, when they have a product that gains traction, Whole Foods will pick it up and they will stop carrying
      May 27, 1:09 AM
    • Gettin'Long: It just seems the business model ramps up quickly bc of the nice products, but has very limited upside/momentum
      May 27, 1:11 AM
    • Brian Sanders: An article just came out explaining their strategy. Basically it has a similar style to Trader Joe's, but w higher quality product.
      May 27, 3:48 PM
    • Brazilio: very small variety of private label--need to improve private label selection and brand meaning
      Jun 12, 12:09 PM