SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: 249443 who wrote (15467)9/14/2002 4:02:48 PM
From: Joan Osland Graffius  Read Replies (1) of 78847
 
mrcjmoney,

Sorry, I miss-interpreted your Wal-Mart discussion as it related to SFD.

On the side, I know that Wal-Mart has a history of delaying payments to their vendors to enhance their cash flow. In other words Wal-Mart uses their vendors capital to pay for their inventory. It will be interesting to see what kind of a deal SFD can make with Wal-Mart on this front.

I agree with staying away from other supermarket companies, but I do not think the Wal-Mart's distribution system is good for perishable food items. Prepackaged foods should work ok with their system. One thing that is interesting is the Sam's clubs are not doing all that well but this could be a Costco competition problem. We have both here and the Costco stores look clean and the Sam's clubs look dirty. For me buying food in a place that looks dirty just does not cut it.

Joan
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News