BB&T Capital’s Andrew Wolf, in this video shot during SN’s 2014 Analysts Roundtable (Part 1), says it’s “too soon to say” how Walmart’s new focus on its Neighborhood Markets will affect the performance of its Supercenters, but he does expect some “cannibalization” to occur. He also discusses Whole Food Market’s move toward more competitive prices, and its increased competition from Mariano’s, Sprouts and others, plus convention retailers with greater emphasis on natural/organic.
Roundtable Part 2: Weighing in on Safeway, Kroger, Walmart
Roundtable Part 3: Natural and organics, Sprouts, Wholesalers
Video production by Jim Haines
Interview by Jon Springer
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