Cub Foods Archives - Market Mad House

daniel May 29, 2018 Amazon (NASDAQ: AMZN), Cub Foods, Instacart, Is Supervalu a Value Investment?, Is Supervalu Making Money?, Is Supervalu Teaming up with Amazon?, Lidl ups its Game, Ocado Group PLC (LON: OCDO), Shop ‘N Save, Supervalu (NYSE: SVU), Supervalu is getting out of Brick and Mortar Supermarkets, Supervalu’s Financials explain Bezos’ grocery push, Target (NYSE: TGT), Who is buying Supervalu?, Will Amazon become America’s Grocer?

Who is buying Supervalu?

Even if Supervalu keeps operating the distribution centers its new customer might be Amazon or Instacart.
A strong possibility is that Supervalu will get out of brick and mortar supermarkets and concentrate on selling groceries to delivery services. Its’ network of distribution centers is well-positioned for that eventuality.
Supervalu’s financials explain why Jeff Bezos is so interested in the grocery business. Grocers like Supervalu have a very strong cash flow, and Bezos loves cash.

Grocery Wars

daniel March 21, 2017 Can Supervalu Survive??, Cub Foods, Income Inequality Explains why Kroger might be reluctant to buy Supervalu, Kroger (NYSE: KR), Save a Lot, Save-A-Lot is very vulnerable to income inequality, speculation that Kroger (NYSE: KR) is planning to buy Supervalu, Supervalu (NYSE: SVU), Supervalu is a Great Investment – For Kroger, Supervalu might be a good investment for Kroger, Surprise Supervalu is Making Money, The Grocer’s Dilemma

Can Supervalu Survive??

Supervalu might be a good investment for Kroger; but it is certainly a lousy investment for anybody else with the possible exception of Safeway.

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.

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

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.