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
Questions
1.
How do you think the novel coronavirus pandemic has impacted the US grocery sector, regarding sales trends, foot traffic and any other relevant metrics?
2.
How would you say grocery retailers are adapting their supplier relationships in this operating environment? It seems as if retailers have focused on niche brands and products in recent years. Do you think that trend could end? If so, what types of brands or products are likely to increase in shelf space?
3.
Could you comment further on TreeHouse? How successful has the company been in fixing some of its supplier relationships? How might the coronavirus pandemic affect TreeHouse and the private label industry?
4.
What long-term changes in consumer purchasing behaviour might result from the coronavirus pandemic? What might this imply for frozen and centre-store CPG players?
5.
What are your key takeaways for the US grocery sector?
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