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  • Supervalu: Short-Term Challenges, Optimistic Long-Term [View article]
    I am so surprised that I did not get a "like" vote for telling the truth. I hate liars, and by the way I shopped at the new Walmart grocery store, and I have to admit, I was wrong. I cannot put my finger on it, but it was not a good shopping experience for me and my spouse. I shopped Food 4 Less this last week, and the experience was much better. (KR) wins-(WMT) loses
    Aug 22, 2012. 10:23 AM | Likes Like |Link to Comment
  • Premarket gainers: GENE +33%. PSDV +24%. IBIO +21%. S +18%. WDC +17%. AKAM +16%. PCS +14%. TEX +13%. FTNT +13%. STX +11%. WFM +11%. GNC +8%. UN +7%. CROX +7%. BBVA +7%. PHM +7%. SVU +6%. SAN +6%. PSTI +6%. EQIX +6%. ABB +6%. IOC +6%. AEM +6%. FTE +6%. MRVL +6%. NOK +5%. OVTI +5%.
    Losers: ZNGA -40%. NG -29%. STRA -17%. GLUU -8%. IPG -6%. ESI -7%. GRPN -6%. FB -6%. ALU -6%. STB -6%. ABX -5%. LVS -5%.  [View news story]
    SVU too. QE3 on the way. Last hoorah for WS, MM, HF to make paper money. Stock market crash imminent. Cash in now, save yourself--invest in silver bullion. My last comment here on seeking Alpha--Final warning!!!!!!!!!!!!!!!...
    Jul 26, 2012. 10:04 AM | Likes Like |Link to Comment
  • Get Ready For The Trading Rebound In Supervalu Shares [View article]
    SVU has always marketed to WS and not the customer or their own employees. SVU had its day in when the economy was good and consumers were not so price particular. They have lost all the Have Nots consumer and the Haves have turned into healthy eaters, shopping at the whopping Whole Foods and alikes. SVU is dried up for they have sucked away every last dollar and their is none left for the investor. SVU has always been a WS play. Simple business principles says you have to make a profit.
    Jul 16, 2012. 09:09 AM | Likes Like |Link to Comment
  • Supervalu: Short-Term Challenges, Optimistic Long-Term [View article]
    SVU people have learned from the Gemco failure. Walmart will surely fail in these so called one stop shopping boxes. The consumer hates Walmart in their heart, but even I go there to take advantage of the cheap general merchandise. Walmart has taken down K-Mart through deception of "Made in the USA" campaign of 20 years ago. Now Wally World buys molded plastic, rubber, and paper products bought only from China. That aside Walmart will fail in groceries because the food market requires a relationship with locals, and SVU,KR, and SWY are way ahead of them. This has very little to do with Walmart driving wages down to 10.00 an hour, it all has to do with is what grocery store will offer the consumer what they need. Economic downturn will turn on Walmart because savy shoppers will use Walmart for the necessary plastic goods. The niche markets like Fresh n Easy, Sprouts, and Whole Foods for the "Haves" along with the expertise and the presence of KR/SVU/SW will make it difficult for Walmart to get into a saturated grocery business that requires local business relationships. It is true the going rate for employees in retail is 10.00 an hour, and their are plenty of unemployed who will fill these positions. Walmart has done wrong here in the USA by deception, and now tries to deceive the Latino people, and I am of the people and they are, and we the people are not that shortsided that we forget that easy. If you do not believe me about the lack of success of Walmart in the food business while they might be okay with a little dry pantry in their boxes, go and visit the meat department inside one of these big Gemco wantabees. You can purchase some good aged Tyson IBP Choice steaks for half price. SVU does have good employees, and are professional union journeypeople, working for bad management by forecasting nice Albertsons stores in a up economy when the market has turned sour and so has the foot traffic of these beautiful high rent stores they sold to investors on 2007 just before the first recession hit. I was there in 2008 employed at their flagship store in Las Vegas, while I observed the CEO giving tours to investors right after the SVU stock took a 6.00 hit. As SVU was growing this Albertson's baby in Las Vegas in 2008, they were shutting down the only true lucky future they had, LUCKY. Las Vegas down 40% along with SVU, their is no turning back pre 2006 business as usual. SVU will have to liquidate and reboot and apply simple KR policies with the marketing and development of a Food 4 Less program as they had with Lucky. Yes SVU, KR, and, SWY are in big trouble, for new competition is of the niche marketing. The traditional grocery is of the past and the competition is tough. As we ride into the second part of this depression this 2012 and 2013, their we be 2two shoppers left, the Haves and Have Nots. SVU needs to liquidate seek protection, and turn back which made them successful from the winner they had with a LUCKY program, because the like of Whole Foods is to far in front of them in the other direction. I am layman and a sales person of consumable food products, and my observation of SVU over 35 years now, is throw away what works and live a pipedream. Projection of businesses mentioned here: SVU-trouble, to seek protection, SWY trouble, KR will make it, and Walmart in big trouble as China and USA relations weaken. Walmart lied and put their eggs in the wrong basket. We do not have a backhaul to China, driving transportation costs skyhigh. How much plastic, rubber, and toliet paper will the USA consumer buy. Sam would of never allowed this.
    Jul 15, 2012. 02:53 PM | Likes Like |Link to Comment
  • The recent struggles of grocery stores is directly attributable to competitive pressures that didn't exist in the recent past. While big box retailers such as Wal-Mart and Target have successfully grabbed market share, chains have also felt pressure on both the high-end from Whole Foods Market and on the low-end from discount chains and warehouse clubs. Feeling the pain: SVU, SWY, KR.  [View news story]
    Simple stuff we have Haves and Have Nots. When I was with SVU I told them not to rid of The Lucky program.. SVU forecasted wrong in continued development of 2005 to construct these beautiful stores believing the booming economy would support them. The wrong analysis led to a stock downgrade and the resignation of the CEO. Kroger did better in promoting the Food 4 Less program offering the Have Nots a place to shop. Kroger is union and still reaps profits. Lucky in which I am a former employee was a great program and a perfect fix for SVU, I told SVU in 2008 to go more with the Lucky program and they did not heed, therefore they failed as a business by not adjusting to the needs of the people. The Albertson stores have increased most products 25% trying to recoup loss but is only scaring consumers away sucking up every last buck. Albertson is in big trouble and only with protection will they be able to transition back to the Lucky way. SVU has property in the wrong places where the rent is too high and will be forced to close doors and set up shop wisely as Kroger did. Wave of future in Consumer goods are either cheapest as 4 less, or Ritzy as Whole foods. No middle of the road will last in this economy.
    Jul 13, 2012. 07:57 AM | 2 Likes Like |Link to Comment