E Market Briefing For Monday, June 19

Terrains are in transition all over the place. Most evidently with Friday's earthquake that dug another fissure in an already-fractured and largely desolate retail landscape. It's not about Whole Foods per se; it's about distribution as well as supply-chain economics in the 21st Century. 

Others are in  a panic for sure, as was already evident from preeminent grocer Kroger's conference call a day earlier, and even Target repeatedly stumbling with their business model (I suggested long ago they'd not really recapture their customer base after the database breech). 

The competitive challenge others can bring to the table are likely not going to prevail, versus the implications of Amazon penetrating the higher- of food markets, and then bringing perhaps 'Depression pricing'  for a time to the food industry in order to lock-in 'share' and assure control of prices. It's an upheaval that should get Federal attention due to the wild implications. If and as it does, that might be a market factor to contemplate at the time. 

 

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