Grocery Giants Clash: Inside the Battle of the Mega-Merger & More 3.2.24

Welcome to "Supermarket Spotlight," where we unpack the latest headlines shaping the grocery industry. Host RJ Johnson takes us on a journey through the dramatic twists and turns of the Kroger-Albertsons mega-merger saga. The Federal Trade Commission's legal challenge, fears of a grocery sector monopoly, and the impact on consumers and workers are all explored in this gripping episode. Plus, dive into the strategic expansions of Sprouts and Grocery Outlet, and the transformational moves of Macy's in the retail landscape. Join us as we dissect the complexities of the grocery world, from legal drama to strategic growth plans, and everything in between. Tune in now to stay ahead of the curve in the ever-evolving world of grocery retail.

Podcast

April 27, 2024

Market Mergers Mayhem - 4.27.24

Dive into a transformative episode of "SupermarketSpotlight" with your host RJ Johnson. This session unpacks the monumentalmerger between Kroger and Albertsons and its ripple effects across theindustry, as CNS Wholesale Grocers prepares to take over hundreds of stores.We'll explore how this deal is reshaping the competitive landscape,particularly along the West Coast and in major markets like Chicago.Additionally, we spotlight Sprouts Farmer's Market, a chain outpacing industrygrowth with its focus on fresh, organic products and strategic expansion. Plus,get the latest on the evolving grocery scene in New York City, where small,innovative stores are making big waves. Tune in to understand the dynamicshifts in grocery retail, from antitrust concerns to emerging market trends andstrategies that are setting the stage for future shopping experiences.

Podcast

April 21, 2024

Supermarkets Eyeing Cannabis Markets? Check out this 420 Edition.

In this episode of "Supermarket Spotlight," host RJ Johnson delves into some significant shifts in the grocery industry. We explore Hy-Vee's strategic acquisition of Strack & Van Til, marking its entry into Indiana, and discuss Ahold Delhaize's enhanced sustainability commitments in Europe. Plus, we examine the potential for grocery stores to tap into the rapidly growing cannabis market. Tune in for a deep dive into these developments and what they mean for the future of food retail.

Podcast

April 13, 2024

Amazon's Ambitions, Gen Z Trends, and Industry Innovations - 4.13.24

In this episode of "Supermarket Spotlight," we delve into the transformative shifts in the grocery sector. Hear about Amazon's aggressive expansion plans in grocery, including their use of technology to integrate online shopping with physical stores and the introduction of delivery drones. Explore the innovative small format stores of Whole Foods designed for urban shoppers and how Gen Z's digital habits are reshaping food retail. We also analyze the stability of online grocery sales and discuss the creation of the W23 Global venture capital fund aimed at revolutionizing grocery shopping. Additionally, we'll cover Maison Solutions' expansion through strategic acquisitions and Illinois' initiative to combat food deserts. Tune in to navigate the dynamic changes that are defining the future of how we shop for groceries.

Where grocery-anchored investors get their news.