By Thomas Paulson, Head of Market Insights
Amazon’s Q1 results and guidance for Q2 reflect what we are broadly witnessing – relatively stable demand for goods, some pull-forward effects ahead of tariffs, and a lot of uncertainty. Including Leap Year, the North American retail business slowed about...
By Thomas Paulson, Head of Market Insights
Sprouts Farmers Market again produced stellar quarterly results; comp-sales increased +11.7% (vs. Advan’s estimate of +11.9%) and management guided Q2 for a 6.5% - 8.5% increase. We take that outlook to be “conservative” as Advan’s ML estimate is +8.8%,...
By Thomas Paulson, Head of Market Insights
In the context of ongoing weak earnings results for Kraft Heinz and other branded food names, we took a deeper look into Trader Joe’s and Aldi’s traffic growth. Recall that one of our central themes is that industry growth of food-at-home will be driven...
By Thomas Paulson, Head of Market Insights
With Albertson’s quarterly results came the first public comments from incoming CEO Susan Morris (currently COO). Morris touched on management's current initiatives and didn’t introduce anything meaningfully different, i.e. they will continue to work from...
By Thomas Paulson, Head of Market Insights
We’ve recently analyzed Sprouts Farmers Market’s strong 2024 performance and highlighted its success of driving capturing market share and avoiding the grocery industry’s woes. That success stems from merchandise differentiation (see the figure below)....
By Thomas Paulson, Head of Market Insights
In the context of a market that grew by +3.2% in value and +2.1% in volume, Advan took a look at Publix’s and General Mills’ Q4 results, along with two smaller regional grocers in California – Smart & Final and Stater Bros, brands that we shop and that...
By Thomas Paulson, Head of Market Insights
To say that this is a dynamic time for grocery retail is a classic underbilling given the inflationary spiral coming out of the pandemic, the substantial share-of-stomach lost by conventional brands to private-label led retailers such as Trader Joe’s and...
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