Stop & Shop doubles down on value messaging
Stop & Shop announced Monday a new brand campaign aimed at reinforcing value and reaffirming customer trust. Called "Good Things Are in Store," the campaign will run across digital mixed media and in-store extensions along Stop & Shop's Northeast footprint. This launch comes as Stop & Shop continues to improve its performance through a number of initiatives, including remodels and price investments from parent company Ahold Delhaize US.
Dive Insight:
Stop & Shop is looking at the campaign as one that will evolve over time around themes like quality, assortment and freshness, according to an emailed press release.
The campaign is meant to show shoppers how the company is evolving, Stop & Shop Chief Marketing Officer Karen Mitchell said in the announcement. TV, connected-TV, digital media, online videos and paid social are all being used to launch the campaign's message along with in-store placements, such as its magazine, "Savory," and weekly circular, per the announcement.
The campaign features Justin, a "hyper-enthusiastic store associate" character who films commercials during his break, announces weekly deals through song and tallies sales items offered.
"Creating the character of the overly enthusiastic associate, Justin, allowed us to convey the genuine commitment of the brand in a welcoming way," said Pam Fraser, creative director at Curiosity, which partnered with Stop & Shop to develop the campaign.
Stop & Shop has been working to overcome its lagging financial performance among Ahold Delhaize's stateside banners.
In 2024, the banner announced plans to shutter 32 underperforming stores, and while that hindered Ahold Delhaize's first-quarter sales this fiscal year, there are signs of improvement. Since those closures, around 200 of Stop & Shop's approximately 360 locations have been remodeled. Executives on the first-quarter earnings call also noted that Stop & Shop's continued efforts to bring down prices have been paying off.
Copyright 2025 Industry Dive. All rights reserved.

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
3 hours ago
- Yahoo
Potbelly's Q2 Earnings Call: Our Top 5 Analyst Questions
Potbelly's second quarter was marked by continued same-store sales growth, strong digital engagement, and accelerated shop expansion, leading to a favorable market response. Management cited menu innovation, including the introduction of the Prime Rib Steak sandwich, and enhanced digital channels as key contributors to increased traffic and transaction values. CEO Bob Wright highlighted the impact of Potbelly's 'five-pillar operating strategy' and credited the team's execution, stating, 'Our menu innovation and digital investments are driving profitable traffic growth.' Is now the time to buy PBPB? Find out in our full research report (it's free). Potbelly (PBPB) Q2 CY2025 Highlights: Revenue: $123.7 million vs analyst estimates of $122.6 million (3.4% year-on-year growth, 0.9% beat) Adjusted EPS: $0.09 vs analyst estimates of $0.09 (in line) Adjusted EBITDA: $9.63 million vs analyst estimates of $9.19 million (7.8% margin, 4.9% beat) EBITDA guidance for the full year is $34.5 million at the midpoint, above analyst estimates of $33.76 million Operating Margin: 3.4%, in line with the same quarter last year Locations: 440 at quarter end, up from 425 in the same quarter last year Same-Store Sales rose 3.2% year on year (0.4% in the same quarter last year) Market Capitalization: $388.8 million While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Our Top 5 Analyst Questions From Potbelly's Q2 Earnings Call Todd Brooks (The Benchmark Company) asked about the timeline for realizing the pipeline of over 360 franchise shop commitments. CEO Robert Wright explained that while some agreements allow up to eight years for development, incentives encourage earlier openings, and multi-unit deals can result in multiple openings per year. Brooks (The Benchmark Company) also questioned the balance between corporate and franchise expansion. Wright said Potbelly will selectively pursue company-operated shop openings to densify key markets without hindering franchise growth, emphasizing that company units will focus on markets with strong margins and lower construction costs. Jeremy Hamblin (Craig-Hallum Capital Group) inquired about the components of same-store sales growth and menu pricing. CFO Steve Cirulis detailed that sales gains were split between transaction increases and higher average checks, with pricing contributing a modest portion and mix effects slightly negative. Hamblin (Craig-Hallum Capital Group) sought clarity on upcoming menu innovation and the timeline for new launches. Wright confirmed ongoing tests of new items, guided by customer research, but refrained from specifying launch details until tests are complete. Mark Smith (Lake Street Capital) asked about returns from remodeled shops and prototype updates. Wright shared that early results from remodels and new shop designs are positive, with ongoing efforts to reduce build costs and enhance shop performance, though specific return data is still being gathered. Catalysts in Upcoming Quarters In the coming quarters, our analysts will focus on (1) the pace and quality of new shop openings from Potbelly's franchise and corporate pipelines, (2) measurable lift from menu innovation and digital enhancements, and (3) early returns from shop remodels and prototype updates. We will also monitor commodity cost trends and consumer behavior, especially regarding digital sales and value offerings. Potbelly currently trades at $12.85, up from $11.53 just before the earnings. At this price, is it a buy or sell? The answer lies in our full research report (it's free). Our Favorite Stocks Right Now Donald Trump's April 2025 "Liberation Day" tariffs sent markets into a tailspin, but stocks have since rebounded strongly, proving that knee-jerk reactions often create the best buying opportunities. The smart money is already positioning for the next leg up. Don't miss out on the recovery - check out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
11 hours ago
- Yahoo
Britain's biggest toy shop chain handed over to staff
The founder of Britain's biggest toy shop chain has handed the company over to its employees. Gary Grant, founder of The Entertainer, is preparing to transfer his family's 100pc ownership of the firm to an employee ownership trust (EOT), with the transfer to be completed next month. The move exempts his family from potential death duties ahead of Rachel Reeves's inheritance tax (IHT) raid. The retailer said the step would 'ensure the group remains independent with its employees as beneficiaries, while preserving both the family's legacy and the family feel of the business'. It comes amid a shake-up of IHT rules by the Government, which will cap tax relief on family businesses handed down to descendants at £1m from April next year, resulting in higher bills for those inheriting businesses. Under the previous system, company owners could leave assets to their families without paying death duties. The reforms, announced by Rachel Reeves, the Chancellor, in her maiden Budget last October, were designed to clamp down on tax avoidance and raise money for public services. However, they have outraged the owners of many family businesses, who argue that the changes will result in soaring IHT bills that could force their descendants to sell up. While the change at The Entertainer will allow the Grant family to avoid higher death duties, it is understood that exempting the company from IHT was not the sole motivating factor in moving the toy chain into employee ownership. Mr Grant said the decision had not been 'taken lightly'. He added: 'We couldn't be more proud that this still remains at the heart of the business today, thanks to the daily enthusiasm of our staff – many of whom have worked for us for many years. Because of this, ensuring our employees have a place in the Group's future is hugely important to us.' Under the EOT model, a controlling stake in The Entertainer will transfer to a trust which is indirectly owned by the employees, removing the need for staff to actually purchase shares themselves. The Grant family will receive payments for the business out of its future profits, although the company did not disclose a valuation. Any proceeds received by the Grant family will be tax-free. Advocates of employee ownership say it rewards staff better, increases loyalty and productivity. Examples of prominent businesses that use this model include the John Lewis Partnership and retail chain Richer Sounds. James de la Vingne, the chief executive of the Employee Ownership Association, said there was 'a growing trend for retailers making the move to employee ownership alongside calls to help save the high street'. Founded in Buckinghamshire in 1981, The Entertainer today runs more than 160 stores across the country and over 1,000 concessions in stores such as Tesco, Matalan and Marks & Spencer. As well as its eponymous stores, it owns the Early Learning Centre and Addo brands. The Grant family were paid a £15.62m divided during 2023, according to the latest available accounts for The Entertainer's parent company Teal Group Holdings, despite a fall in both sales and profits. Last November, Andrew Murphy, The Entertainer's chief executive, said the company had been forced to cancel two new store openings because of higher National Insurance contributions levied on employers in Ms Reeves's Budget. Broaden your horizons with award-winning British journalism. Try The Telegraph free for 1 month with unlimited access to our award-winning website, exclusive app, money-saving offers and more.
Yahoo
a day ago
- Yahoo
The Smartest Growth Stock to Buy With $160 Right Now
Key Points Shopify helps merchants create valuable and highly customized online stores. The company's financial results have been excellent in recent quarters. Shopify has a long runway for growth and a strong moat. 10 stocks we like better than Shopify › If you had only $160 to invest in a single share of a company, which one would it be? Of course, the answer won't be the same for every investor, given their different goals, strategies, and risk tolerance levels. Even if there is no universal pick, one growth stock that looks particularly attractive at this price is Shopify (NASDAQ: SHOP). The e-commerce leader has been firing on all cylinders, and there is plenty of growth fuel left in the tank. Here's the rundown. Shopify's terrific business model Most retail businesses, whether they primarily operate brick-and-mortar stores or online, can benefit from having an e-commerce website. It makes it much easier for prospective customers to find them through the magic of search engines. In fact, not having an online presence is a significant handicap for today's businesses. That's where Shopify comes in. Recognizing that most people aren't web development experts, the company's platform enables merchants to quickly and easily set up online storefronts. The process for a basic e-commerce website is relatively straightforward, but Shopify takes it a step further by offering a range of additional services. Most notably, the company has an app store where developers create highly specialized apps for every business need. That allows merchants to customize their storefronts exactly how they see fit. Shopify has also adapted to modern commerce in other ways. It allows merchants to market and sell their products through major social media channels, which are veritable hubs of potential customers. Shopify has found immense success thanks to its offerings. Although the company experienced a brief slump several years ago, it has since bounced back. Shopify's top line is growing at a good clip. In the second quarter of 2025, the company's revenue increased 31% year over year to $2.7 billion. The company's free cash flow totaled $422 million, representing a 26.7% increase compared to the same period last year, while the free-cash-flow margin remained unchanged at 16%. Shopify's gross merchandise volume (GMV) and net income also moved in the right direction. It's no wonder the stock has risen significantly this year; however, there is still plenty of upside for investors who hold on to it for the long term. Here's why. A long runway for growth The e-commerce market has grown significantly over the past two decades and is now worth trillions of dollars. However, it likely hasn't peaked. For one, general economic growth leads to higher consumer spending, which is good for retail businesses. And when Shopify's clients get more business, that's good for the company, too, as it generally leads to a higher GMV and revenue. Second, e-commerce breaks down geographical barriers and enables consumers and businesses that would otherwise never have come into contact to do so. Additionally, many companies offer fast and free shipping, even to remote locations. Online retail has significant advantages. That's why analysts continue to project that the e-commerce market will grow rapidly for the foreseeable future. And even beyond a time frame for which we can reasonably make predictions, the industry should maintain a solid upward trajectory. That means an expanding market for Shopify, which has already established itself as one of the leaders in its most important market, the U.S. Shopify boasts a 12% share of the e-commerce market in the country by GMV. In the second quarter, Shopify generated 63% of its revenue in the U.S. and 5% in Canada. That's despite the company's presence in 175 countries. So, international expansion is yet another lucrative opportunity for the e-commerce leader. And although it faces stiff competition, Shopify benefits from switching costs for its main e-commerce offerings, while its app store displays network effects -- two sources of a moat that should allow it to remain an e-commerce leader. The company has increased its market share over the years, demonstrating that Shopify can thrive in a competitive environment. Lastly, some might point to Shopify's high forward price-to-sales ratio of 18, whereas stocks are considered undervalued at 2 and under. Even accounting for Shopify's fast top-line growth, this may seem prohibitively expensive. Perhaps this will make Shopify somewhat volatile in the short term, especially if it fails to meet expectations in the next few quarters. But I expect the stock to outperform the market over five years or more as it continues to make headway into the massive addressable market ahead. So, Shopify remains an excellent stock to buy with $160 (shares are currently trading for slightly under $152) and hold for a long time. Should you buy stock in Shopify right now? Before you buy stock in Shopify, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Shopify wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $653,427!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,119,863!* Now, it's worth noting Stock Advisor's total average return is 1,060% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 11, 2025 Prosper Junior Bakiny has positions in Shopify. The Motley Fool has positions in and recommends Shopify. The Motley Fool has a disclosure policy. The Smartest Growth Stock to Buy With $160 Right Now was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data