Food Retail


I always look at economics of the business
A bird in the hand is worth 2 in the bush and the question is how sure are you there are 2 in the bush and how long you have to wait to get them out
1. How many birds are in the bush?
2. When you gonna get them out?
3. How sure are you?
If interest rates are 15% roughly you've got 2 birds out of bush in 5 years equal to bird in the hand but if interest rates are 3% and you can get 2 birds out in 20 years it still makes sense to give up the bird in the hand because it's all gets back to discounting an interest rate. Often you don't know not only how many birds in the bush but in the case of internet companies there were not any birds in the bush but they still take the bird that you give them from the hand
Loop through all the subindustries and try to understand how many birds are in the bush from the perspective of economics of the business

Revenue

200020012002200320042005200620072008200920102011201220132014201520162017201820192020
Display GDP grow per year to compare with Revenue Change
1. The Kroger Co KR45,35249,00050,09851,76053,79156,43460,55366,11170,23576,00076,73382,18990,37496,75198,375108,465109,830115,337122,662121,162122,286
2. Koninklijke Ahold Delhaize N.V ADRNY49,44958,84265,72370,62970,39852,69259,21841,11035,80240,02239,18339,27143,30444,94039,66041,38149,69562,89062,79166,259
3. Alimentation Couche-Tard Inc ANCUF1,0641,0901,5592,3544,2868,14610,22512,06115,40115,42716,61018,93023,03035,53637,70234,53034,14537,90551,39459,11854,132
4. George Weston Limited WNGRF14,97715,49117,45222,51224,77026,89827,59032,92426,37130,24732,10431,75132,99931,61337,79246,89447,99948,29248,56850,109
5. Loblaw Companies Limited LBLCF13,48713,49614,67719,44521,78623,84324,56529,48125,31429,21631,09030,64631,85230,40136,22245,39446,38546,70246,69348,037
6. Empire Company Limited EMLAF7,5507,5166,3317,4128,2259,91611,82612,05113,96412,57515,24816,86616,46017,48319,16124,04624,61923,80624,21525,14226,588
7. Metro Inc MTRAF3,0853,0973,2434,1154,7535,7569,80910,73610,07510,47111,02210,88512,22711,06010,38212,22412,78813,17514,38316,7680
8. Casey's General Stores, Inc CASY1,3741,6381,7191,8302,0242,4453,1383,6014,4134,2494,1835,6356,9887,2517,8407,7677,1227,5078,3919,3539,175
9. Sprouts Farmers Market, Inc SFM1,1061,7952,4382,9673,5934,0464,6655,2075,635
10. Ingles Markets, Incorporated IMKTA1,9321,9701,9772,0062,1512,2872,6252,8643,2493,2613,3993,5643,7123,7433,8373,7793,7944,0044,0944,2064,611
11. Weis Markets, Inc WMK2,0611,9881,9992,0432,0982,2232,2452,3192,4222,5162,6202,7532,7022,6932,7772,8773,1373,4673,5093,543
12. The North West Company Inc NNWWF4334404444935856367468031,0601,1211,3601,4461,4911,5181,3871,2931,7961,8441,9852,0132,094
13. Village Super Market, Inc VLGEA8038218839029589841,0171,0461,1281,2081,2621,2991,4221,4761,5191,5841,6351,6051,6121,6441,805
14. Natural Grocers by Vitamin Cottage, Inc NGVC2272653364315216257067698499041,037
15. Alcanna Inc LQSIF135190384397514581580635622597746818621659802
16. iFresh Inc IFMK12813113113712589
17. QKL Stores Inc QKLS92161248298371366283275270
18. Green PolkaDot Box Incorporated GPDB00.082.884.333.831.4


Revenue Growth

200020012002200320042005200620072008200920102011201220132014201520162017201820192020
Display GDP growth per year to compare with Revenue Change
1. The Kroger Co KR1.081.081.021.031.041.051.071.091.061.081.011.071.11.071.021.11.011.051.060.991.01
2. Koninklijke Ahold Delhaize N.V ADRNY1.191.191.121.0710.751.120.690.871.120.9811.11.040.881.041.21.2711.06
3. Alimentation Couche-Tard Inc ANCUF1.021.021.431.511.821.91.261.181.2811.081.141.221.541.060.920.991.111.361.150.92
4. George Weston Limited WNGRF1.031.031.131.291.11.091.031.190.81.151.060.991.040.961.21.241.021.011.011.03
5. Loblaw Companies Limited LBLCF111.091.321.121.091.031.20.861.151.060.991.040.951.191.251.021.0111.03
6. Empire Company Limited EMLAF110.841.171.111.211.191.021.160.91.211.110.981.061.11.251.020.971.021.041.06
7. Metro Inc MTRAF111.051.271.151.211.71.090.941.041.050.991.120.90.941.181.051.031.091.170
8. Casey's General Stores, Inc CASY1.191.191.051.061.111.211.281.151.230.960.981.351.241.041.080.990.921.051.121.110.98
9. Sprouts Farmers Market, Inc SFM1.621.621.361.221.211.131.151.121.08
10. Ingles Markets, Incorporated IMKTA1.021.0211.011.071.061.151.091.1311.041.051.041.011.030.9811.061.021.031.1
11. Weis Markets, Inc WMK0.960.961.011.021.031.061.011.031.041.041.041.050.9811.031.041.091.111.011.01
12. The North West Company Inc NNWWF1.021.021.011.111.191.091.171.081.321.061.211.061.031.020.910.931.391.031.081.011.04
13. Village Super Market, Inc VLGEA1.021.021.081.021.061.031.031.031.081.071.041.031.091.041.031.041.030.9811.021.1
14. Natural Grocers by Vitamin Cottage, Inc NGVC1.171.171.271.281.211.21.131.091.11.061.15
15. Alcanna Inc LQSIF1.411.412.021.031.31.1311.090.980.961.251.10.761.061.22
16. iFresh Inc IFMK1.031.0311.040.920.71
17. QKL Stores Inc QKLS1.751.751.531.211.240.990.770.970.98
18. Green PolkaDot Box Incorporated GPDBINFINF34.31.50.890.37