Here in northern Virginia we are wondering just when SWY will close and allow centers to let Whole Foods, Trader Joes and ALDI open to satisfy the need for expansion. of quality WELL RESPECTED grocers. The owners of the centers would see their rent agreement values soar, as the new tenants would bring TRAFFIC and high % growth of sales per square ft. Safeway's sales are incredibly weak here, where as the sales of WF, TJ, and A are amongst the highest in the industry.
You are right for once. Now is NOT a good time to bail. As other retailers struggle to correct inventory inbalances and shifting customer tastes, Macy's regional breakdown off stores by classification demands and finding BASIC MERCHANDISE that has a far longer selling season life has resulted in fewer markdowns and higher margins. The trends of fashion are set by it's Bloomingdales flagship and key regional locations and quickly communicated to Macy's for tweeting knockoffs and styling modifications to fit into the regional classification variances of customer taste. The autumn season which then leads into Holiday where Macy's excels in ,getting turnover per foot.
I am glad to,see that this board is far from dead. It''s been your board for a Long time now. Yahoo has no problem with your posts...so chat away.. I am happy for you all that I was wrong.
Costco merchandises COKE sweetened with"real sugar" imported from Mexico in glass bottles. It is a big seller, certainly not stacked 6ft high, but never the less sells very well. They always see to be restocking the stack
Necspresso has been a huge failure. Try to find in a most grocers. Starbucks markets K cups with GMCR, which are highly successful at Costco. The Starbucks customer is far less sensitive to price increases. Morning coffee is a regular ( addiction? ) that has existed for decades. Starbucks has just perfected it. No doubt,that SBUX has reached a real challenge to continued growth. And so the expansion of pastries and lunch oriented takeaway. Those other beverage segment players have LOTS of categories to market. SODA has ONE...home carbonation. Just WHAT % of the overall BEVERAGE consumer segment does SODA occupy???? That is the question,that SODA holders IMHO fail to understand and thus put too much hope into this ONE segment..where the beverage industry...has DOZENS!
I agree on you point. But lulu has just about covered the zip codes that can support a high SPF . The rest is all on line now. Just have a presence in the top retail venues. The store planners look at consumer demographics. The locations where Nordstrom, Whole Foods, Crate & Barrel, Trader Joes, Pottery Barn, and Macy's ( flagships over 200,000) , have just about built out. What is left is lower spending power,lower traffic, and less aspirational potential customers. Over locate and the average SPF will fall dramatically.
You are absolutely right. I was just making a point, that much of the traffic at TCS completes the purchasing needs elsewhere. If Retailers had to depend on consumers like me and many I know, they would go broke. Well, perhaps not HD, Wegman's, Costco, Nordstrom (rack) and Whole Foods. But I live in a top super zip area, so I so know that we do NOT represent the average consumer .
GMCR has dozens of products and far over 20 ft in the average major supermarkets on a REGULAR basis and sometimes over 80 yes eighty feet stacked 6 feet high at a Costco. When soda does that on a REGULAR basis then the stock will roar. Meanwhile look at the product footage of K cups and of packaged coffee beans/ground under the various brands including house brands packed by GMCR There is no way for Soda to attain that level of business. dream on!
Ever been to a science fair at MIT, Stanford, Cornell, RIT, VaTech, or others. Those guys have needs ( grin)! and they know how to fulfill them. Their is a term for them ( the cardboard nerds) thankfully for TCS there are enough mom and dads who hand over their Amex cards to incoming freshman and those going into their first apartments to buy the overpriced products at TCS. It the established home owners that pick up knockoffs at HD and Target. Meanwhile there are many like myself who laugh at guys who can barely change. lightbulb or empty a lawnmower catch bag. And so there are lots of jobs near high end sub-divisions for gardeners, home cleaning companies,handymen, for those who did not have the talents you seem to knock. It's your money. Meanwhile ours adds to our 401.
Highly educated.Drawn to the innovative lineup. Has an inquiring mind and and a very good memory. Shops very infrequently but very astute to remembering details and such spots knockoffs, copies, versions, and adaptations at Target, Crate & Barrel, Costco, Home Depot, and even Big Lots and then scoops them up. Or, looks carefully at the storage concept, picks up the spare cardboard at Costco, some Elmer's glue at HD and makes storage for practically NOTHING ! Thanks TCS ...great place to SHOP FOR IDEAS.
the lower class who don't shop at lulu are the ones whom are but can't afford ..so care. The high income college educated women are too busy to care. And so that leaves the vast wasteland of the middle class who are shopping less. I have tried to avoid females who "care" they make horrible dates, wives, and mothers. A quick one night stand maybe. Overall....who cares ! rules. A major reason for the decline of lulu.
Send the bouquets when you can. The regulars have aged and now have less desire to post on here, while being distracted from watching Fox & Friends, a show on Bravo, or Lifetime. Life in America has changed , "this isn't the America I knew" So with gay marriage becoming more widespread, political scandles involving #$%$ more prevalent both right and left, straight and gay, and with those "damn immigrants" ...just as our grandparents hated the entry of the polelocks, ginneys, whoops, dagos, and kraits; the least of worries is some little kid running around with "hottie" written on her panties.
We have heard the term many times and from many sources. So, the question is " Is soda best of breed ? But I poise the questions. 1/ is the carbonated segment of beverages B O B. 2/ is the beverage segment of groceries B O B? 3/ Are groceries as part of consumer spending BOB? 4/ Are stocks that are dependent on consumer spending B O B? IMHO there too many "no's for my mind, least of all with SODA. Let the market decide. Right now only 2% of my portfolio is with soda.
Just as walk in traffic into lulu has declined, so has interest. The era of shopping in person have turned to ahopping less and shopping smartly. Since the target audience seeks function first and style/product labeling down the list' brands such as LULU are on the DECLINE. See what see is wearing? The unsaid answer: WHO CARES!