+ Watch TFM
on My Watchlist
This post convinced me to add to my glorified watchlist known as Caps-http://caps.fool.com/Blogs/a-grocer-with-a-14-roa/937030
The secular trend is towards eating higher quality foods.
I guess I'm just a sucker for picking stuff that has solid growth and margins but gets slammed huge for missing expectations.I went into a new fresh market in my area recently, first time being in one, and was overall impressed with the stores layout and the types of products they offered.
I had a chance to visit my first TFM this week and was very impressed. Great layout, what looks like premium products (like WFM) but at competitive prices.
This company has an identity crisis. What is it really trying to be?
Along with Whole Foods this company is leading the food retailing transition. Smaller market cap gives it more upside.
Organic and Health food will continue to sell Well. This stock is near the bottom of its 52 week range, P/E is much lower than market avg.
This is like buying Whole Foods 15 years ago - a whole lotta growth ahead!
I HAVE VISITED WHOLE FOODS AND I WAS IMPRESSED. i VISITED THE FRESH MARKET AND COULD NOT RESIST. MY BILL AT THE CASH REGISTER WAS ALMOST $500.
Bad valuation. Stores are not nearly as nice as Whole Foods, staffed with less knowledgeable individuals, generally smaller, and worse selection. All around if you're looking for organic/premium food stock look at Whole Foods. A much better buy.
The company has no durable competitive advantage-- it's a grocer at ~40X earnings with increasing competition trying to expand out of its base. I think this is a compelling short
Fast growing, but only by virtue of rapid store expansion, both in number of stores and store size. Actual sales per square foot is lower than even underperformers like SUPERVALU. While one could make the argument that sales/sq. ft. is less relevant because TFM has such high margins, I would counter that Whole Foods (more of a competitor than a store like SUPERVALU) has double the sales with the same margin. But TFM is priced at least as richly as Whole Foods on a P/E basis, and on PEG basis it's far more expensive than Whole Foods. It'll be very difficult for TFM to live up to such lofty expectations.
If these guys don't get swallowed up by Whole Foods, they could become a force of their own.
High end market. Consumers are demanding fresh, whole foods. Expensive, but high quality foods. North Carolina company that I have watched grow fro a little store in Greensboro to a chaining the Carolina's. It will perform well on the larger stage.
Gimme some more organic stuff!!! Piggy back on the Whole foods revolution!!
TFM has been beaten up a lot over the last couple months. This is a strong company that is definitely worth more than its selling for.It will probably be a more slowly developing company, just because of their business. However, people will realize its true intrinsic value soon enough to make an investment.
Beginning stage of a large roll-out plan with disciplined execution.
TFM has a great strategy as far as what products they offer. Whole Foods stock has been doing very well over recent history so hopefully the competition can gain some steam to help this market grow
Caligiuri PickThis stock will outperform because it is an under-appreciated business with a solid business model in an emerging industry (organic foods).
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