Grocery is a tough, low-margin business. I’ve known that for a long time. Long before joining Wall Street, I spent the better part of a decade working in grocery stores in various roles from bagger to manager. The business is cutthroat, and over the years, big chains’ buying power has increased pressure on smaller grocers,
My car takes 2 gallons of gas, and even I have noticed the pain at the pump. My BMW i3 is an electric vehicle with a supplementary gas tank that powers the electric engine when the charge runs out. Normally, when it’s nearly empty, it’s hard for me to spend $7 filling up, but on
Another grocery chain is shrinking its footprint, leaving some communities without a familiar place to shop for their weekly groceries. For consumers who rely on a nearby supermarket, the loss of a location can mean longer drives, fewer convenient options, or the need to find a new store. Now, a regional chain is closing two
Within five miles of my South Florida home, Walmart has four Neighborhood Markets, and three Supercenters. Even my close friends who live in rural Tallahassee, in a home where they cannot get food delivered, have a Walmart within a few miles. They don’t have a hospital or convenience store within that range, but Walmart is
T-Mobile is shrinking a significant discount it offers to new customers, despite recently increasing costs. For example, in January, the carrier began charging customers $3 per month for its Apple TV “On Us” perk, after offering it at no extra cost to “Plus”-level wireless plan customers for years. By June, T-Mobile phased out several older
Coca-Cola (KO) is switching up what shoppers will likely see in the soda aisle as GLP-1 drugs and other wellness efforts continue to reshape everyday buying habits. Instead of betting on a specific consumer type, the beverage giant is broadening its range in several directions at once. New products are coming across Coke, Powerade, Topo
Although fall is just getting started, Starbucks is already looking ahead to the holiday season, unveiling its 2026 winter holiday menu and merchandise collections. The company has revealed a lineup of new and returning seasonal beverages and food items, along with four new collections that will roll out next month. The holiday launch also comes
Running its first flights two years after launching in 2016, low-cost airline Flybondi grew quickly into the second-largest airline in Argentina after state-owned flag carrier Aerolíneas Argentinas. A fleet of 15 Boeing 737-800 planes allowed the airline to fly to 23 destinations across Argentina and neighboring countries, including Brazil, Paraguay, and Peru. But since June
Local convenience store chains are increasingly disappearing as larger chains snap them up. “Competition has gotten keener, and as a result, the small- to mid-size operator has more difficulty competing with economies of scale,” Dennis Ruben, executive managing director for c-store advisory firm NRC Realty & Capital Advisors, told CStoreDive. “Unless somebody’s got a company
Last November, Michael Burry told his Substack readers that tax-loss season was “a great time of year to find great companies being sold down too far.” He named Lululemon Athletica (LULU) as a holding and said owning big losers at year-end did not bother him. On Monday, October 5, 2026, he joined the sellers. Burry