Seeking Alpha


  • Jul. 9, 2013, 9:07 AM
    More on ICSC Retail Store Sales: The timing of the July 4th holiday was a factor in the strong week as the reading came in at its highest level since May. Grocery stores (SWY, SVU, KR, WFM) in particular showed strength during the week.
    | Jul. 9, 2013, 9:07 AM | Comment!
  • Jun. 25, 2013, 1:42 PM
    Retail watch: Walgreen's (WAG -7%) FQ3 earnings report may have tipped off a disturbing industry trend, according to analysts. Front-end sales dropped 3.9% during the quarter as the pattern of soft traffic for the drugstore sector (RAD, CVS) continues. Though the dollar store group (DLTR, DG, FDO) has been a competitive threat for items such as toiletries and greeting cards, it's the grocery sector (SWY, KR, SVU) which may taken the bigger slice of the consumables pie.
    | Jun. 25, 2013, 1:42 PM | 7 Comments
  • Jun. 13, 2013, 8:43 AM
    More on May Retail Sales: As expected the late start to the spring season helped boost the building material & garden equipment category (HD, LOW, SHLD, WMT) as sales improved 0.9% M/M and 10.1% Y/Y. Grocery store sales (KR, SVU, SWY, WFM) were solid during the month, while department store sales (KSS, DDS, JCP, M, JWN) came in a touch light.
    | Jun. 13, 2013, 8:43 AM | Comment!
  • Jun. 12, 2013, 5:30 PM
    After-hours top gainers, as of 5:15 p.m.: SWY +30%. SPRD +25%. PVH +7%. PSMI +6%. SVU +6%.
    After-hours top losers: SIGM -8%. QCOR -7%. SQNM -5%. ECYT -3%. VLCCF -3%.
    | Jun. 12, 2013, 5:30 PM | 3 Comments
  • Jun. 12, 2013, 4:58 PM
    Kroger (KR) +1.8% AH and Supervalu (SVU) +4.5% after Safeway announces it's selling its Canadian ops for C$5.8B ($5.7B), and suggests "the higher multiples attributed to Canadian supermarket companies" were a factor behind its decision.
    | Jun. 12, 2013, 4:58 PM | Comment!
  • Jun. 6, 2013, 10:13 AM
    The headaches continue for the grocery store sector (SVU, KR, SWY, RNDY, HTSI) as Amazon and Wal-Mart (WMT +0.4%) circle around like hungry vultures. Though both companies are only in the early stages (AmazonFresh, Neighborhoods Market) of their grocery initiatives, analysts think their considerable distribution prowess makes them a long-term threat. Reuters' Jessica Wohl has the factoid of the day: "A Walmart grocery distribution center can house up to 4 million bananas at one time."
    | Jun. 6, 2013, 10:13 AM | 5 Comments
  • Jun. 4, 2013, 2:38 PM
    Amazon (AMZN -1%) roundup: 1) Amazon is set to expand its AmazonFresh grocery delivery business, in trial mode in Seattle for 5 years, to Los Angeles "as early as this week" and San Francisco later this year, Reuters reports. An industry consultant claims Amazon, long expected to expand its grocery ops to areas where sales tax is no longer a concern, is targeting up to 40 markets. Grocery chains (SWY, KR, SVU, WFM, TFM) can't be thrilled, particularly given Amazon's pricing history. 2) eMarketer estimates Amazon generated $610M in ad sales last year, and will produce $835M this year. A targeted ad network could fuel additional growth for the business, increasingly seen as a threat to Google (GOOG).
    | Jun. 4, 2013, 2:38 PM | 3 Comments
  • May 31, 2013, 11:05 AM
    Supervalu (SVU -1.4%) announces the expiration of its Dutch auction tender offer, saying it received $373M in tendered notes during the process.
    | May 31, 2013, 11:05 AM | Comment!
  • May 30, 2013, 8:00 AM
    A new report from Rabobank concludes consumers are trading down when buying groceries or moving up to the premium sector as they slowly abandon the mid-market. It's a trend which could benefit both Wal-Mart (WMT) and Whole Foods Market (WFM) as they continue to chip away at sales at traditional grocery chains (KR, SWY, SVU, RNDY, HTSI) from different directions.
    | May 30, 2013, 8:00 AM | 3 Comments
  • May 21, 2013, 8:40 AM
    A trend to watch: The grocery market in the U.K. is becoming increasingly polarized as both high-end specialty grocers and discounters pick up market share while national grocery store chains suffer. Is the same pattern unfolding in the U.S.? The Q1 read is that Wal-Mart (WMT) continues to gobble up grocery market share at the expense of Kroger (KR), Supervalu (SVU) and Safeway (SWY) while natural/organic chains (WFM, TFM, NGVC) remain a growth story.
    | May 21, 2013, 8:40 AM | Comment!
  • May 13, 2013, 3:59 PM
    The rest of the top 25 heavily shorted S&P 1500 stocks: ESI, GTAT, DGIT, LQDT, WRLD, JCP, GME, FRAN, SVU, ONE, AKS, CRR, EBIX, DDD, SPF, DMND, DECK, BKS, COCO, X.
    | May 13, 2013, 3:59 PM | 7 Comments
  • May 13, 2013, 9:11 AM
    More on retail sales: Building material and garden equipment sales (HD, LOW) were again, up 1.5% M/M and 4.1% Y/Y, while department store sales (SHLD, KSS, M, JWN, JCP) trailed expectations. Grocery store sales (KR, SVU, SWY) slipped during April compared to March but were 2% than a year ago on pricing gains.
    | May 13, 2013, 9:11 AM | 1 Comment
  • Apr. 26, 2013, 8:59 AM
    Online grocery sales increased 8% last year as the industry gains acceptance in metropolitan areas and is pegged to see sales grow to as much as $9.4B by 2017. The trend is far from favorable for brick-and-mortar grocery stores (KR, SVU, SWY) still reeling from increased competition from dollar stores and Wal-Mart. What to watch: As delivery services such as Peapod and Fresh Direct expand, will Whole Foods Market (WFM) stand pat?
    | Apr. 26, 2013, 8:59 AM | Comment!
  • Apr. 24, 2013, 10:59 AM
    Shares of Supervalu (SVU +8.2%) spike higher after sitting in negative territory. On the firm's earnings call (webcast), there was some indication from execs that the company has significant room to grow profits by focusing more on perishables as it become a "more conventional" operator.
    | Apr. 24, 2013, 10:59 AM | 1 Comment
  • Apr. 24, 2013, 9:20 AM
    Investors are selling shares of Supervalu (SVU), down 6.7% premarket, after dissecting the Q1 results of the new trimmed-down grocery store operator. The chains that the company still run showed negative same-store sales and took a margin hit due to a tough pricing atmosphere.
    | Apr. 24, 2013, 9:20 AM | Comment!
  • Apr. 24, 2013, 9:11 AM
    Premarket gainers: BKI +26%. PBTH +11%. LL +7%. PSTI +5%.
    Losers: VOCS -31%. UIS -20%. EW -19%. RES -13%. AWAY -9%. SCON -9%. JNPR -7%. SVU -7%. PNRA -6%. CREE -6%.
    | Apr. 24, 2013, 9:11 AM | Comment!
Company Description
SUPERVALU Inc are wholesale distributors to independent retail customers across the United States through its Independent Business segment and the Retail Food segment. Substantially all of the Company's operations are domestic.
Sector: Services
Industry: Grocery Stores
Country: United States