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Whole Foods is crashing A/H
Posted on 5/6/15 at 3:18 pm
Posted on 5/6/15 at 3:18 pm
down 10% already, from $47 to $42
It looks like investors don't like the news.
It looks like investors don't like the news.
This post was edited on 5/6/15 at 3:19 pm
3
Posted on 5/6/15 at 5:41 pm to Chuck3000
Posted on 5/7/15 at 9:44 am to Chuck3000
time to buy?
Posted on 5/7/15 at 9:47 am to jsquardjj
WFM appears to be holding support at $42 from last summer. If that doesnt hold, then $40 is the next area of support. Im going to wait & see if it heads down to $40.
Posted on 5/7/15 at 9:48 am to jsquardjj
They are in an awkward spot.
They have already expanded in pretty much all the markets that can support their store prices. If they are going to expand any more they will have to find a way to lower prices and that will kill their awesome margins for a grocer that investors love and also possibly dilute their brand.
They have already expanded in pretty much all the markets that can support their store prices. If they are going to expand any more they will have to find a way to lower prices and that will kill their awesome margins for a grocer that investors love and also possibly dilute their brand.
Posted on 5/7/15 at 9:52 am to barry
They haven't made it into Alexandria yet. Oh, wait...
Posted on 5/7/15 at 10:00 am to iknowmorethanyou
They're going to get crushed by Kroger and Wal Mart as they continue to offer higher quality goods be it organic and GMO free.
Many branded foods are making the switch. The only hope they have is private label, but Wal Mart and Kroger are already positioning themselves well in that market.
Whole Foods will stick around, but not for mainstream consumers. It will remain a high end boutique for wealthy shoppers.
Many branded foods are making the switch. The only hope they have is private label, but Wal Mart and Kroger are already positioning themselves well in that market.
Whole Foods will stick around, but not for mainstream consumers. It will remain a high end boutique for wealthy shoppers.
Posted on 5/7/15 at 11:07 am to STLhog
quote:
They're going to get crushed by Kroger and Wal Mart as they continue to offer higher quality goods be it organic and GMO free.
Many branded foods are making the switch. The only hope they have is private label, but Wal Mart and Kroger are already positioning themselves well in that market.
Whole Foods will stick around, but not for mainstream consumers. It will remain a high end boutique for wealthy shoppers.
I think you are wrong, I think what is going to eat their lunch is competitors such as sprouts, trader joes, vitamin cottage - etc that offer what whole foods has but often times at lower prices.
while kroger and wal-mart will eat at the margins, its not their bread and butter. Much of what kroger and wal-mart make is through trade promotions, and that is the established CPG brands. Whole foods also has much larger selection of cosmetics and prepared foods, things that kroger and wal-mart will not bother to compete on.
I also think grocery delivery is going to hurt whole foods.
Posted on 5/7/15 at 11:32 am to barry
Economics 101 - the middle guys always get crushed. The small guys can compete on premium products and the large guys can compete on price, but the middle guys always get caught in the middle.
WF has probably just about tapped out what their original market was. They could probably hold steady and have a nice company, but, the Street wants more, always more.
WF has probably just about tapped out what their original market was. They could probably hold steady and have a nice company, but, the Street wants more, always more.
Posted on 5/7/15 at 11:32 am to Hawkeye95
Have you been to a Sprouts? The few I've been to have sucked, and don't offer nearly the items that Whole Foods does.
Posted on 5/7/15 at 11:57 am to Oates Mustache
quote:
Have you been to a Sprouts? The few I've been to have sucked, and don't offer nearly the items that Whole Foods does.
its my main grocery store. I prefer whole foods but sprouts is much cheaper. I can get almost everything i need at sprouts except for unsweetened organic almond milk and organic pepitas. I do think their cheese selection sucks though.
Posted on 5/7/15 at 1:52 pm to Hawkeye95
quote:
I think you are wrong, I think what is going to eat their lunch is competitors such as sprouts, trader joes, vitamin cottage - etc that offer what whole foods has but often times at lower prices.
while kroger and wal-mart will eat at the margins, its not their bread and butter. Much of what kroger and wal-mart make is through trade promotions, and that is the established CPG brands. Whole foods also has much larger selection of cosmetics and prepared foods, things that kroger and wal-mart will not bother to compete on.
I also think grocery delivery is going to hurt whole foods.
Established CPGs are already moving into the "real food" space. But yes, Trader Joe's will also hurt them. Whole Foods should find some growth in their new move to offer smaller, more price oriented stores, but they have a tough road ahead.
Trust me. Kroger and Wal Mart are aggressively moving towards this with their private label brands as well.
Like the previous poster said, they will still run a nice business but at some point, the growth will stop.
I wouldn't be surprised if Kroger or Safeway made an offer for them soon, one that would strongly be considered at that.
Posted on 5/7/15 at 2:20 pm to STLhog
quote:
Trust me. Kroger and Wal Mart are aggressively moving towards this with their private label brands as well.
Sure they are adding organic options but that is b.c eating organic isn't known as fringe and they don't want to cede that market segment growth to whole foods. Its definitely something whole foods is going to feel, eating at their margins but I think the real threats are the discount oriented whole foods.
Posted on 5/7/15 at 4:54 pm to Hawkeye95
quote:
discount oriented whole foods.
Neighborhood markets, Harris Teeter's etc etc.
Those are also a big threat as more CPGs begin using high higher quality ingredients across the board.
Interesting landscape ahead for big food, that's for sure.
I think food delivery is STUPID. Amazon and others are bleeding money as far as I know. I don't think anyone's proven its a business that can be run in the black.
Posted on 5/8/15 at 11:04 am to barry
quote:
If they are going to expand any more they will have to find a way to lower prices
Whole Foods To Launch New Stores For Millennials
quote:
smaller stores offering a more limited selection of products at value prices.
Also looks to be going towards mix-use development concepts.
LINK
If you've been to the one on Post Oak, it's obvious they aren't competing with Kroger or wal-mart. They are creating or manufacturing a different experience than typical grocery shopping at Kroger. 2 different approaches IMO.
This post was edited on 5/8/15 at 11:06 am
Posted on 5/8/15 at 11:38 am to STLhog
quote:
I think food delivery is STUPID. Amazon and others are bleeding money as far as I know. I don't think anyone's proven its a business that can be run in the black.
I think food delivery will be disruptive, I do not think it works at scale like amazon or wal-mart has, instead new start ups.
I get a box of fresh produced, plus a gallon of milk, and a dozen eggs delivered to my door on a weekly basis. It costs me about $35, all organic and I love it. its a local place and they are growing 20% a year. Not sure if they are profitable but they are adding markets, options, etc.
I do agree the food market is changing very quickly. What is really interesting is how local CPG companies can spring up and make it, mainly based on a more open distribution channel enabled by places like Whole foods.
Posted on 5/8/15 at 11:46 am to Hawkeye95
WF will be fine so long as the douchebag population continues to increase.
Posted on 5/9/15 at 3:52 am to Chuck3000
WF future is in overseas markets. Organic trends are gaining huge traction across Europe and Asia but whole foods has very little market presence outside North America. If they capitalize on foreign markets then they should be fine. If they don't, expect them to struggle
Posted on 5/10/15 at 1:07 pm to snake23
quote:
WF future is in overseas markets. Organic trends are gaining huge traction across Europe and Asia but whole foods has very little market presence outside North America. If they capitalize on foreign markets then they should be fine. If they don't, expect them to struggle
Meh to this.
No North American grocery wants to touch Europe.
Even Canada is a dangerous frontier for American Groceries.
I do like the idea of grocery pickup though. The delivery thing, I'm not sure about.
Posted on 5/10/15 at 1:09 pm to Hawkeye95
quote:
I think food delivery will be disruptive, I do not think it works at scale like amazon or wal-mart has, instead new start ups.
I get a box of fresh produced, plus a gallon of milk, and a dozen eggs delivered to my door on a weekly basis. It costs me about $35, all organic and I love it
Yes on the local level, I agree it can def. be successful.
On the Amazon, Kroger, Wal Mart scale. I highly doubt it.
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