4 Quotes by Robert Campagnino

We think the company is facing a challenging environment in which both of its major competitors -- Kroger and Safeway -- have made substantial improvements in price and quality. Albertson's must proceed with asset sales and use the proceeds to improve its store base and/or balance sheet.

We see these developments as tremendously useful in defeating the remaining lights class actions scattered around the country.

Albertsons was our least favorite name among the conventional grocers, and we see this decision by the company as an admission that the business isn't performing particularly well.

At a minimum, we don't believe this quarter represents the consistently better-than-expected results that have supported Hershey's valuation in the recent past.