Posts Tagged ‘economy’

Pedestrian Thoughts

Tuesday, September 8th, 2009

Whole Foods

Sales at Whole Foods continue to slide with sales down 4.8% in their last quarter.  The upscale super market is facing new competition from the major chains such as Kroger and Safeway and has a core shopper problem that buys items rather than an entire cart of goods.   Likewise, many of their core shoppers have switched to cheaper goods within the store and to lower priced retailers such as Traders Joe.

On top of competitive and consumer problems the company is trying to swallow a pill of bad real estate decisions.  A combination of too many stores in marginal markets; markets that are too small for a new generation of larger stores up to 80,000 square feet; and high rents have significantly reduced profits.  In response the chain has slowed new store openings from a planned 25-30 for 2009 but openings have been scaled back to 15.

More importantly, Whole Foods has begun a major repositioning program where it is moving away from gourmet foods to natural food and healthy eating.  Likewise, founder John Mackey has vowed to remove the junk food from his store.  Makes you wonder how he is going to fill up all of those oversized stores acquired in the last few years.

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Consumer Rebound

Wednesday, August 19th, 2009

The media is quick to point out the dismal sales performance of numerous retail chains.  Reports of significant decreases in comp sales are reported daily and full economic recovery is clearly tied to a resurgence of retail sales.  While, the end of the recession may be near, retail sales will lag far behind a recovery. Why? There are too many consumers with too much debt, high unemployment, and homes under water to consider shopping for anything other than necessities.  With consumer expenditures accounting for almost 70% of all economic activity and without a confident consumer, retail sales are going to continue in their depressed state, even as other signs of a recovery appear to be positive.

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