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dweebster

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  • Focus On Expanding Store Base Earns Whole Foods A Bullish Thesis [View article]
    @ gary j: that's ok, was not intended for you in any event, but for those mulling over a rationale for WFM as new investors.
    May 19, 2015. 01:54 PM | Likes Like |Link to Comment
  • Focus On Expanding Store Base Earns Whole Foods A Bullish Thesis [View article]
    @ gary j: that's ok, was not intended for you in any event, but for those mulling over a rationale for WFM as new investors.
    May 19, 2015. 01:54 PM | Likes Like |Link to Comment
  • Bloomberg: Baidu, Uber, P-E firm plan joint bid for Nokia's HERE unit [View news story]
    Here as used in my car is inferior to google drive. Updates are $160. Nokia should unload Here and put the money into a focused business that combines ALU and NOK. As with symbian, NOK is tone deaf to consumers. Best to stay out of sight in engineering.
    May 18, 2015. 05:43 PM | 3 Likes Like |Link to Comment
  • Focus On Expanding Store Base Earns Whole Foods A Bullish Thesis [View article]
    Folks,
    Actually, I was rather hoping that WFM would acquire/merge with SFM, somehow, magically. One way to insure that there is less competition is to buy/join with competitors. I would think that SFM and WFM are in fact culturally very compatible, although there are distinct differences in items available in the respective stores. I must assume that WFM looked at this possibility and instead decided to launch its own scaled-down stores to take the battle into the neighborhoods - at least for the moment. This a strategy I have been recommending for some time, as the grocery battle cannot be fought, so to speak, only from big box stores. I'm very optimistic that WFM will do extremely well with these smaller stores, and that these will indeed reach more shoppers and allow them to experience what natural and organic means as an ethic and lifestyle.
    I'm not as down on Walmart as I used to be, because they gave staff a boost in the minimum wage, but I don't view the WMT big box model as the way to go for groceries anyway in increasingly complex urban environments where it is simply hard to get from one neighborhood to another. Call it the "Balkanization" of America's urban/commericial environments. Look for this trend to continue. Here in the USA we'll wind up looking a bit like modern Europe, I respectfully predict. For our reader's amusement, I note the clever way the Albert Heijn (http://bit.ly/1QSlRCQ) stores in Holland fit themselves into all sorts of very compact settings, including for example a basement store near the Van Gogh Museum in Amsterdam, and another nearly hidden down some steps in the touristy "canals" area in the Amsterdam old city. Amazing adaptations, which harbinger a future in the USA in which grocery stores will need to fit gracefully and unobtrusively into compact urban settings in order to reach customers, and thrive. All the best, especially to Gary J, the eternal WFM optimist, for good reasons!
    May 16, 2015. 04:07 PM | 1 Like Like |Link to Comment
  • Ascent CFO Gregorak resigns [View news story]
    Can mean trouble ahead when the CFO leaves, or can mean nothing. Post employment benefits are probably contract. No trouble signs other than the obvious cash flow issues, not unusual for a restructuring company. I am hoping this brave company can survive.
    May 16, 2015. 11:50 AM | 3 Likes Like |Link to Comment
  • Double-digit sales growth for organic food in U.S. [View news story]
    Just an update on this thread....(may 14) WFM is in pullback mode in terms of share price. It finally dawned on management that they need to be in customer neighborhoods. They correctly see that main competition is not from big boxes, but from smaller, nimble stores. The decision to go into urban neighborhoods with smaller stores is transformational, the big game changer WFM has needed. There is a window for a few months of opportunity for new investors to join the enterprise. best wishes, good chow to all.
    May 14, 2015. 09:53 PM | Likes Like |Link to Comment
  • Railroad stocks weak after Kansas City Southern warns [View news story]
    Maybe the oil trains could just go slower until we get fix on why the mysterious derailments are happening.
    May 14, 2015. 02:59 PM | Likes Like |Link to Comment
  • Nokia: The Rising Value Of The Map [View article]
    Folks, I suspect there was a healthy quantity of goodwill in that 8B Nokia paid for Here.
    May 11, 2015. 06:17 PM | Likes Like |Link to Comment
  • Norfolk Southern CEO says new rules could make oil-by-rail too expensive [View news story]
    Could you all please just talk about the tank cars? Thanks.
    May 11, 2015. 06:12 PM | Likes Like |Link to Comment
  • Whole Foods Market Comps Keep Slowing Despite Lower Pricing [View article]
    Times like this are challenging for food purveyors. All business must make a profit, of course, but my thinking still returns to the way that business fits into society as a whole. It is good that larger conventional markets have some organic food, I suppose. Nevertheless, the tiger has not changed spots. I wonder what the next generation (the famous millennials) will think as they pick up a few "organic" vegetables, and see their kids wander over to aisle 7 where the entire aisle is shelves of soft drinks laced with high-fructose corn syrup. Or, when the kids try to pull the sugar-laced cereals from the bottom shelf of the cereal aisle where they have been placed to attract young folks tagging along with mom. Then there will be conflict as these parents prevent their kids from grabbing the candy that is always at the check out. My point here is that the CULTURE of the conventional stores remains the same, despite the addition of "organics" here and there in the mix based on my observations. So, once the kids start arriving, the younger generation may find the same old, same old culture of the typical grocery store to be quite repulsive, as I do. One must run a gauntlet of tacky retail tricks to shop in any of them. And as for "organics" from unknown, commonly foreign suppliers, well, read about the new boom in adulterated and fake foods that is sweeping Europe. Smaller Whole Foods stores will have lower prices, but the same quality of sourcing and integrity of nearly all products without the tacky sales tricks of the conventional stores, especially those aimed at children. May I suggest that investors take the long view. Of course, it is always best to wait for a pullback in price when it comes to WFM, but this company is not going away, for reasons most bean counters don't seem to discuss very often, I suppose because they must report from from quarter to quarter.
    May 10, 2015. 10:24 AM | 2 Likes Like |Link to Comment
  • Whole Foods Market Comps Keep Slowing Despite Lower Pricing [View article]
    Odsmaker,
    A creative, perceptive and actionable comment. Sits in the upper right corner of the "do-ability versus impact" chart. ; that is, it is very do-able and might indeed have a high impact as you suggest. There is room in most Whole Foods stores for a small area of cleaning supplies that are environmentally and personally safe for use. I hope WFM management consider this practical suggestion. cheers
    May 10, 2015. 10:04 AM | Likes Like |Link to Comment
  • Whole Foods Market Comps Keep Slowing Despite Lower Pricing [View article]
    Nothing new here.
    May 8, 2015. 09:35 AM | 3 Likes Like |Link to Comment
  • Whole Foods Market talks new value brand [View news story]
    The smaller stores will enable Whole Foods to reach more folks, since most grocery shopping remains very local in character (distance to store is very important, especially as cities become more crowded and complex). Whole Foods is NOT going to change the high quality of the food, or the character of the enterprise in terms of benefit to all stakeholders. The smaller, "neighborhood" stores are, in a sense, training wheels for the Whole Foods "culture". I would imagine, over the years, that smaller stores will support the larger ones much the way hub and spoke has worked for airlines. It was a necessary improvement in strategy that I have been recommending (on SA) for quite some time. This is the key, with other innovations, that will change the game for Whole Foods, and enable truthfully a lot more people in a lot more places to purchase untainted, healthy food, that is commonly from local suppliers. This silly stock selloff is a good time for newbies (dare I say millenials?) to join the Whole Foods owners community. Low stock price will probably hold for a couple quarters. All the best. (We remain long, have been for many years).
    May 7, 2015. 01:50 PM | 3 Likes Like |Link to Comment
  • Whole Foods Market's (WFM) CEO John Mackey on Q2 2015 Results - Earnings Call Transcript [View article]
    good to see that wfm got aboard the idea of smaller stores, with whole foods standards. this is the key and very significant brand leveraging needed. these small stores will educate customers, and reach out with healthy food to many communities.
    May 6, 2015. 11:47 PM | 1 Like Like |Link to Comment
  • Whole Foods Market beats by $0.01, misses on revenue [View news story]
    This selloff will be a good chance for newcomers to own the company (WFM) that created the market.
    May 6, 2015. 07:43 PM | 2 Likes Like |Link to Comment
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