I’m not going to bury the lede. Whole Foods (NASDAQ: WFM) isn’t going to necessarily sink or swim; I believe it will get bought out within the next two years, likely for a price that’s in the same ballpark of where it is today.
The grocery industry has been going through massive consolidation over the past five years, and that move necessarily has to continue. There’s so little left to differentiate one player from the next that no one has anything even resembling a moat anymore.
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