Transcript
Transcript

US Grocery Sector – Coronavirus Pandemic Sales & Inventory Pressures – 23 March 2020

  • Multi Asset
  • Consumer
  • North America

Specialist

Senior executive at Magi Foods LLC

Agenda

  • US grocery retail sector – margin and pricing trends
  • Supplier relationships for major grocery retailers such as Kroger (NYSE: KR), Walmart (NYSE: WMT) and Albertsons
  • Foot traffic upticks across the industry
  • Inventory turn and management challenges
  • Outlook for rest of 2020

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