The deal will make Conagra a U.S. leader in frozen food, which is the fastest growing category in all of consumable retail, more importantly, Kraft Heinz, Kellogg, Campbell and other large companies are struggling for volumes and this deal will really accelerate Conagra's sales.

Burt Flickinger

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The Canadian government has deemed that these P&G products are non-essential and therefore does not need to grant exemptions on them.

Burt Flickinger
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The Ocado partnership is the best investment the Kroger Company's ever made in the last 25 years, ocado is a consumer's dream and a competitor's nightmare, and the competitor that's going to get caught in the crossfire is clearly Amazon.

Burt Flickinger
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Walmart has simply been too slow to react when it comes to their overseas business, they have finally started taking corrective action and are now dedicating their resources to where they think they can grow.

Burt Flickinger
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This move will make it difficult for Target to meet its aggressiv... by Burt Flickinger

This move will make it difficult for Target to meet its aggressive profit projections.

Burt Flickinger
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It's really concerning news that a company as well managed as Macy's is having such a tough time growing sales, it's a broader issue. It's an acceleration of a retail ice age.

Burt Flickinger
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Target tends to use outside wholesalers and outsources a large amount of distribution, typically on fast-moving consumables.

Burt Flickinger
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For basic fashion and colors it's the best it has been in years. by Burt Flickinger

For basic fashion and colors it's the best it has been in years.

Burt Flickinger
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It would be a smart strategic initiative, retailers are stuck with excess inventory of unprecedented levels. They can't afford to take back even more of it.

Burt Flickinger

Given the situation at the ports and the container shortages, sending product overseas isn't really an option.

Burt Flickinger

There are generations of families, grandparents to grandchildren, who like to spend their Saturday morning or Sunday afternoons at the mall, offering them other activities, like indoor skydiving or Legoland theme parks, that allow them to spend this time together outside of a store is a good way to keep them at the mall longer and to keep spending.

Burt Flickinger

For every $ 330 worth of products stolen, a retailer has to sell an incremental $ 300,000 worth of goods to break even, we've talked to retailers across America who say shoplifting is now 2 % to 3 % of their total sales. That's up from 0.7 to 1 % pre-pandemic.

Burt Flickinger