Supervalu (NYSE: SVU) Archives - Page 2 of 2

daniel September 30, 2016 Aldi, Are Prescription Drugs Deflation Proof?, CVS Health (NYSE: CVS), deflation, How Deflation Hurts Kroger, How Kroger Could Use the Rite Aid Locations, Kroger (NYSE: KR), Rite Aid (NYSE: RAD), Supervalu (NYSE: SVU), Target (NYSE: TGT), Walgreen (NASDAQ: WBA), Walgreen’s Woes are Kroger’s Opportunity, Walmart (NYSE: WMT), Walmart Neighborhood Market

Deflation Explains Why Kroger might be interested in Rite Aid

The danger here is that Kroger’s operating margins are very thin. The company reported a free cash flow of just $24 million; on revenues of $112.41 billion on July 31, 2016. That made for a profit margin of just 1.44%. To make matters worse Kroger has very little float it; had just $319 million in the bank on July 31, 2016, even though it reported generating $5.11 billion in cash from operations.

Grocery Wars

daniel September 22, 2016 1397 supermarket fuel centers, 2, 231 pharmacies, 781 supermarkets, Amazon (NASDAQ: AMZN), Best Buy (NYSE: BBY), King Soopers, Kroger (NYSE: KR), Kroger is making a Lot of Money, Kroger’s 2, Kroger’s Online Opportunities, Kroger’s Vast Infrastructure, Supervalu (NYSE: SVU), Target (NYSE: TGT), The Marketplace, Walmart (NYSE: WMT), Why Kroger is a Better Investment than Best Buy or Target

Kroger has Far More Value than You Think

All this means that Kroger might be the best stock to buy take advantage of the paradigm shift that is transforming American retail.

Grocery Wars

daniel September 19, 2016 Cub Foods, Harris Teeter, Kroger (NYSE: KR), Roundys, Sprouts Farmers Market (NASDAQ: SFM), Supervalu (NYSE: SVU), Weis Markets (NYSE: WMK), Who Would Buy Sprouts?, Whole Foods Market (NASDAQ: WFM), Why Sprouts is not a Value Investment, Why Whole Foods will survive and Sprouts will not

Can Sprouts Survive?

These figures indicate that Sprouts can run out of money at any time. That might mean it will have to start closing stores or simply sell the entire chain like Roundy’s and the Fresh Market did. Nor would it get that much for the entire operation, Ycharts reported that Sprouts had a Market capitalization of $3.072 billion and an enterprise value of $3.063 billion on September 19, 2016.

Grocery Wars

daniel April 25, 2016 Bashas, Costco Wholesale (NASDAQ: COST), King Kullen, Kroger (NYSE: KR), Kroger is growing, Market Basket, Publix (OTC: PUSH, Raley’s, Stop & Shop, Supervalu (NYSE: SVU), There’s a Lot of Room for Kroger to Grow, Walmart (NYSE: WMT), Walmart is shrinking, Winn Dixie

Could Kroger become America’s Number One Grocer?

The nature of today’s grocery market gives Kroger a lot of room for low-cost growth. Deep discounting and intense competition are making it very hard for regional grocers to survive. News reports indicate that Kroger picked up Roundy’s and its $4.03 billion in revenue for just $800 million, because of losses the smaller chain faced.

Market Commentary

daniel April 12, 2016 Apple (NASDAQ: AAPL), Apple Pay, Apple Pay Supervalu, Cub Foods, Current C, CVS Health (NYSE: CVS), Entire Retail Sectors Missing from Apple Pay, Farm Fresh, Hornbacher’s, Shop ‘N Save, Shoppers, Supervalu (NYSE: SVU), Walgreen (NASDAQ: WBA), Walmart Pay

Apple Pay Adds a Few More Stores

The glacial speed at which retailers are added to Apple Pay does not seem to be improving, despite the vast

Good Stocks Opportunities

daniel April 6, 2016 $109.83 billion, A Perfect Storm of Discounting, Beef prices are down, Cheap beef, Falling beef prices, grocery industry domination, increasing meat consumption, Kroger (NYSE: KR), Kroger is in a good position to use fuel as a loss leader, Kroger’s bottom line, Kroger’s cash from operations, Kroger’s popular rewards card program, Kroger’s revenues, Kroger’s revenues will keep growing, Lower Gas Prices Drive Sales at Kroger, Lower Prices Mean Traffic at Kroger, Supervalu (NYSE: SVU)

Falling Meat Prices could Boost Kroger’s Sales

It looks as if Kroger’s revenues will keep growing all through 2016. That growth will be propelled by a perfect storm of low beef prices and low gas prices, giving Kroger more ability to deep discount than ever before.

Long Ideas Stocks Thrift

daniel March 17, 2016 Aldi, Cub Foods, Farm Fresh, Hornbacher’s, Kroger acquisition, Kroger Acquisition Target, Likely Kroger Acquisition Target, Save a Lot, Shop ‘N Save, Shoppers, Supervalu (NYSE: SVU), Supervalu: A Likely Kroger Acquisition Target, Why Kroger Bought Roundy’s, Why Kroger Might Say No to Supervalu, Why Supervalu Will Soon Be for Sale, Would Kroger Buy Supervalu?

Would Kroger Buy Supervalu?

One has to wonder, would Kroger buy it or simply buy some of the assets of all or some of the supermarket brands it owns? A Kroger play for Supervalu is a strong possibility simply because the company is extremely cheap right now. Expect to see something happen at Supervalu this year, possibly a Kroger acquisition.