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Below is a link to a thoughtful article on the grocery business and the stocks of grocery stores.

https://mailchi.mp/verdadcap/the-grocery-store-puzzle?e=b838...

It is applicable to both owners of grocery store stocks as well as the REITs that lease to grocery stores. And to the owners of food producers like David and I.

The thing the writer does cover is that 1) grocery store costs went up during COVID and 2) grocery stores have always been low margin businesses and to a lesser extent this is true of most retail.

For grocery store landlords like KIM and BRX does it matter if grocery stores are highly profitable or just profitable enough.

Ditto for grocery producers!
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