#retailgrocery

A Vons supermarket in Escondido is converting into a remodeled Albertsons location. This transition is described as an investment in the local shopping experience. Approximately 65 workers were initially identified as affected by the change. Albertsons Companies aims to support these associates through the transition. The company is working to identify opportunities for staff at nearby stores.

https://hoodline.com/2026/03/escondido-vons-axed-as-65-workers-face-layoffs-in-albertsons-store-flip/

I'm curious to know how many Wal Marts are on other territories around the country.
I'm not going to get too specific, but in the area I'm in out entire team only has 12 Wal Marts and is completely dwarfed by other chains in the area.
We hear all the time Wal Mart is the main chain for the country, but it's difficult to see that when we have so few in total.

Amazon is closing all its Fresh and Go stores nationwide. This decision will result in 516 layoffs in the Sacramento area. Three local stores in Roseville, Citrus Heights, and Elk Grove are affected. The layoffs are effective starting April 28. Amazon plans to pivot its focus toward Whole Foods Market stores.

https://fox40.com/news/local-news/sacramento/amazon-fresh-sacramento-roseville/amp/

Any word on any regions of retail being affected?

Reddit said PRTO is being capped at 80 hours next year

I heard today that they will be closing stores by the end of the year…..hopefully not true

Kroger is navigating a transition after a failed Albertsons merger, including layoffs of roughly 1,000 corporate employees to cut costs and streamline operations. Despite the turbulence, investors largely view the moves as a reset rather than a red flag.

https://finance.yahoo.com/news/kroger-layoffs-mean-stock-value-020315215.html

The stock’s performance is strong over longer horizons, up 24.9 percent in the last year, 67.9 percent over three years, and 121.4 percent over five years. Short term performance is mixed, with a 0.7 percent decline over the past month and a 2.2 percent gain over the past week.

Valuation checks suggest the shares look undervalued, passing five of six metrics. A two-stage discounted cash flow using last twelve months free cash flow of about 2.2 billion dollars and a projection to roughly 3.2 billion dollars by 2030 implies intrinsic value of 87.68 dollars per share, about a 22.7 percent discount to the current price.

Overall, the takeaway is that Kroger may offer a margin of safety if it can sustain cash generation and execute through the current transition.