Category: Retail

Lidl und Aldi in Amerika!

lindl und aldi in amerika

The Germans are coming–and this time they’re bringing small-footprint grocery concepts and lots of cold hard cash. As if the U.S. grocery sector weren’t crowded enough, two major German operators, Lidl and Aldi, are ramping up their expansion on U.S.…

A&P: An American Icon (For Sale! Cheap!)

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America’s most iconic and historically significant retail chains are broke–if not gone altogether. Case in point: the ever-cash-strapped Sears (1886-???), the famous Woolworth’s chain (1878-1997), and department store pioneer Strawbridge’s (1868-2006). These chains’ enormous success decades ago is something they can rarely…

Market East: Philadelphia’s $1.5 Billion Neighborhood Makeover

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Center City Philadelphia is among the most vibrant and substantial CBDs among U.S. cities. (Sure, Manhattan blows it out of the water, but that’s Manhattan…) While I’m not a particularly big fan of Philly during the winter, its neighborhoods really…

More than Popcorn

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How much does movie theater popcorn cost these days? $18? $20? I don’t know, because I have a longstanding policy of sneaking in my movie snacks from outside the theater. Whatever the cost of popcorn and sodas and Junior Mints…

Top 10 North American Restaurant Operators

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Today we’re looking at the year’s biggest restaurant chain operators in North America, based on revenue. Note that only U.S. and Canada operators are included in this ranking, and note also that these chains are arranged according to international sales. This…

The Staples/Office Depot Merger: Some Considerations

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Let’s discuss activist hedge fund Starboard Value. The investor has proven extremely influential in the corporate world for its ability to organize shareholders and influence the directions of major companies. I’m speaking in particular of Darden Restaurants (NYSE: DRI), where…

Move Over, John Mackey

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If you’re working with retail real estate, particularly community shopping centers and power centers, you may be a little bit nervous. It’s no secret that many large retail chains are paring down their location count, exploring smaller-concept stores in high-density…

Retail: A Generational Breakdown

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Millennials: it’s certainly one of the buzziest of the recent buzz words to infiltrate the business world’s discourse. While the term is certainly overused (which is sort of how it goes with buzz words), and somewhat nebulously defined and/or understood, millennialism,…