7 Retailers Iโm betting on in 2025.
The last 4 years have been a retail rollercoaster.
The Pandemic crushed some and boosted others.
The post-Pandemic Era drove dozens into bankruptcy.
And 2024 has almost been the year of breakaway retailers.
But where will 2025 take us?
There will be a new President, House, and Senate.
Interest rates are dropping, but still high.
Thereโs really no end in sight for inflation.
So many unknownsโฆ
Regardless of how the โunknownsโ play out.
There are some retailers positioned to win in 2025:
๐๐ฟ๐ผ๐ฐ๐ฒ๐ฟ๐ ๐ข๐๐๐น๐ฒ๐.
-Opportunistic sourcing model, which allows for bargain pricing.
-Recently upgraded product-inventory-financial platform.
-Continued growth in both revenue and gross profit.
-Recent launch of private label brand โSimplyGoโ.
๐ฆ๐ฝ๐ฟ๐ผ๐๐๐ ๐๐ฎ๐ฟ๐บ๐ฒ๐ฟ๐ ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐.
-Continued growth in both earnings and net sales.
-Expected revenue growth of 20% YoY for 2024.
-Ongoing store expansion through 2025.
-Strategically moving into into small format.
๐ช๐ฎ๐น๐บ๐ฎ๐ฟ๐.
-Substantial R&D (tech) investments materializing in 2025.
-10,600 door footprint to capitalize on growth of delivery.
-Gross margin rate recovering to pre-Pandemic levels.
-Out-pacing retail at large in revenue and net margin.
-Owns Big Box retailer Samโs Club. Thanks Trystin Nance for the callout.
๐๐ผ๐๐๐ฐ๐ผ.
-Potentially the highest per-SKU purchasing power.
-Significant revenue, profits, and EPS growth in 2024.
-Leaning hard into click-and-collect development.
-Ongoing store expansions through 2025.
๐๐น๐ฑ๐ถ.
-No frills model makes delivery affordable for value shoppers.
-Aggressive acquisition strategy (including Winn-Dixie in 2024.
-Massive operating profit across multiple countries.
-800-store expansion plan for 2025.
๐ง๐๐ซ ๐๐ผ๐บ๐ฝ๐ฎ๐ป๐ถ๐ฒ๐.
-Opportunistic sourcing and โTreasure Hunt Modelโ drive high value.
-Strong YoY revenue and EPS growth; 12% profit margin.
-Aggressive, domestic and international expansion
-Aggressive investment in e-commerce.
๐ง๐ผ๐๐ฎ๐น ๐ช๐ถ๐ป๐ฒ.
-Highest alcohol purchasing power of any retailer.
-Ongoing โaffluent communityโ store expansion.
-Investing heavily in both retail media and e-grocery.
-Substantial YOY revenue and profit growth.
There are lots of great retailers out there.
And weโre going to see lots of expansion in 2025.
But I believe these will break away from the pack.
Iโm investing in their media.
And Iโm even investing in their stocks.
I just canโt get enough of this quoteโฆ
โI donโt skate to where the puck is. I skate to where the puck is going.โ -Gretzky
โโโ
๐น We drive velocity in Sprouts, Whole Foods, Walmart, Target, Walgreens, CVS, Kroger, Sam's, COSTCO, and lots of other retailers.
๐น We grow brands on Amazon.
#cpg
#cpggrowth
#retailgrowth
#retailvelocity
#omnichannel
#retail
#amazonagency
#retailmedia
#shoppermarketing
#instacart
#retailtech
The last 4 years have been a retail rollercoaster.
The Pandemic crushed some and boosted others.
The post-Pandemic Era drove dozens into bankruptcy.
And 2024 has almost been the year of breakaway retailers.
But where will 2025 take us?
There will be a new President, House, and Senate.
Interest rates are dropping, but still high.
Thereโs really no end in sight for inflation.
So many unknownsโฆ
Regardless of how the โunknownsโ play out.
There are some retailers positioned to win in 2025:
๐๐ฟ๐ผ๐ฐ๐ฒ๐ฟ๐ ๐ข๐๐๐น๐ฒ๐.
-Opportunistic sourcing model, which allows for bargain pricing.
-Recently upgraded product-inventory-financial platform.
-Continued growth in both revenue and gross profit.
-Recent launch of private label brand โSimplyGoโ.
๐ฆ๐ฝ๐ฟ๐ผ๐๐๐ ๐๐ฎ๐ฟ๐บ๐ฒ๐ฟ๐ ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐.
-Continued growth in both earnings and net sales.
-Expected revenue growth of 20% YoY for 2024.
-Ongoing store expansion through 2025.
-Strategically moving into into small format.
๐ช๐ฎ๐น๐บ๐ฎ๐ฟ๐.
-Substantial R&D (tech) investments materializing in 2025.
-10,600 door footprint to capitalize on growth of delivery.
-Gross margin rate recovering to pre-Pandemic levels.
-Out-pacing retail at large in revenue and net margin.
-Owns Big Box retailer Samโs Club. Thanks Trystin Nance for the callout.
๐๐ผ๐๐๐ฐ๐ผ.
-Potentially the highest per-SKU purchasing power.
-Significant revenue, profits, and EPS growth in 2024.
-Leaning hard into click-and-collect development.
-Ongoing store expansions through 2025.
๐๐น๐ฑ๐ถ.
-No frills model makes delivery affordable for value shoppers.
-Aggressive acquisition strategy (including Winn-Dixie in 2024.
-Massive operating profit across multiple countries.
-800-store expansion plan for 2025.
๐ง๐๐ซ ๐๐ผ๐บ๐ฝ๐ฎ๐ป๐ถ๐ฒ๐.
-Opportunistic sourcing and โTreasure Hunt Modelโ drive high value.
-Strong YoY revenue and EPS growth; 12% profit margin.
-Aggressive, domestic and international expansion
-Aggressive investment in e-commerce.
๐ง๐ผ๐๐ฎ๐น ๐ช๐ถ๐ป๐ฒ.
-Highest alcohol purchasing power of any retailer.
-Ongoing โaffluent communityโ store expansion.
-Investing heavily in both retail media and e-grocery.
-Substantial YOY revenue and profit growth.
There are lots of great retailers out there.
And weโre going to see lots of expansion in 2025.
But I believe these will break away from the pack.
Iโm investing in their media.
And Iโm even investing in their stocks.
I just canโt get enough of this quoteโฆ
โI donโt skate to where the puck is. I skate to where the puck is going.โ -Gretzky
โโโ
๐น We drive velocity in Sprouts, Whole Foods, Walmart, Target, Walgreens, CVS, Kroger, Sam's, COSTCO, and lots of other retailers.
๐น We grow brands on Amazon.
#cpg
#cpggrowth
#retailgrowth
#retailvelocity
#omnichannel
#retail
#amazonagency
#retailmedia
#shoppermarketing
#instacart
#retailtech
