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REDDIT

Wholesale vs Regular Grocery Retailers Amidst Tariffs

N
Mar 11, 2025 · 02:03

Will likely withstand it BEST out of all grocery stores with diversified supply. Thinking of buying Albertsons/Kroger/BJs (oil)/Costco. Looks like less exposure to some of the international tariffs that some of their competitors will see.

Or there's the flip side with [Publix](https://www.marketwatch.com/articles/publix-market-value-64518cd3?mod=mw_quote_news) rising in market cap and net margins were nearly 7% in 2024, against 2% for Kroger. Publix pretty much owns Florida and it is expanding north methodically. No debt, nearly $3 billion in cash, LOT of real estate (stores, distribution centers) and portfolio of bonds and stocks.

What are yalls thoughts?