Supermarket Stocks Show Q1 Improvements

supermarketnews.com DATAPOINTS April 15, 2013 SUPERMARKET STOCKS SHOW Q1 IMPROVEMENTS The combination of an improving macro-economic environment and some strong company-specific performances might have driven the stock-price gains among traditional supermarkets in the first quarter, according to Andrew Wolf, a Richmond, Va.-based analyst with BB&T Capital Markets. The potential for Cerberus and Tesco to close stores, plus Kroger backing off on heavy price investments, point to a better competitive environment, he said. SOURCE: SN research Traditional Chains Gain Food Retailers Up in Q1* 4.2% (Q1 change in stock price) +10 +45.7% No change in Q1 share price 16.7% +34.6% percent Had Q1 declines in share price +27.3% Gain in share price at Wal-Mart 79.1% Stores in the +12.9% Had Q1 gains in share price 1st quarter, to $74.83 * For 24 U.S. and Canadian food retail and wholesale stocks tracked by SN KROGER SAFEWAY AHOLD DELHAIZE “Wall Street was looking for laggards, and the industry outlook has improved enough on the margin to make big moves in the major stocks." - ANDREW WOLF, analyst, BB&T Capital Markets 24164M 411% Amount Fairway investors could reap in an IPO expected this week Gain in Dow Jones Index in Qi %$4220M Recent Food Retail IPOS Organic Slump (Q1 change in stock price) (Q1 change in stock price) +47.6% WHOLE FOODS UNFI -4.8% Amount Blackhawk investors could -8.8% raise in the company's IPO +18.1% THE FRESH MARKET Deal-Driven Gains (Q1 change in stock price) NATURAL GROCERS ROUNDY'S Supervalu: +104% • Harris Teeter: +10.8% -11.1%