the second piece is that we surveyed -- i believe we spoke to about 37 albertson's stores, both of which have partnerships with uber and doordash, and so over half commented that they're seeing increased order value for delivery what we picked up on really interesting is this albertson's to-go product and that's curbside delivery. what's so significant there is someone else is doing the picking and packing for you. we think that movement from having someone doing the picking and packing to someone doing the delivery for you isn't that big of a leap. again, we've spoken to experts in the past who say the biggest hang up in this is consumers making sure they get the avocado that's ripe, the steak that doesn't have the gristle on it the pandemic being the accelerant to people saying, hey, i don't want to go to grocery stores anymore, let me try to have someone pick and pack for you the grocers realized that opportunity, make sure the consumers have a great experience and really going at that major pain point, which is that you get the right produce, the right protein that you want. >> yep q

next guest has a unique pulse on the economy and consumer kimco's includes home depot, albertso albertson'slmart to name a few, and he raised guidance and increased its dividend and all things investors like to hear, conor. congratulations on that. >> thanks, tyler nice to see you. >> what do your results of your business and you posted, i guess, an eps loss accounting of some writedowns of stock in albertson's that you own what do your results and higher revenues tell you about a, the state of the economy and most especially the state of the consumer >> it's really interesting, tyler. when you look at the portfolio and the results that the team produced this quarter we're very proud. up and down the portfolio and the metrics, occupancy gains and the pricing power are up over 16% and you look at our earnings growth of significant growth there, it's really a telling story that retailers are opening stores and there's a lot of demand being driven by the customer today our traffic is up year over year, as well and one of the more interesting tidbits from our report is that the small businesses

sad to say i think that's what's going to happen. >> albertson's, coca-cola and kimberly clark all had pretty good sales which shows where the spending is. mark, what should investors do off this report? are you suggesting they should buy walmart on this clearing event if you think things are getting better or buy some of the other retailers getting hit? >> we're not recommending walmart or target, we've been recommending costco saying that's probably the best place in a tough neighborhood. we also cover consumer staples we think there's probably better places to be there where the consumer will be willing to absorb price increases so things from pet food to energy drinks and the like so i'd rather be there from a retailer perspective just to go back to the previous comment, the u.s. numbers were phenomenally good -- >> luxury. >> right, luxury versus mass, but obviously what's going on here from the willingness of the consumer to accept from a staples standpoint is still there. proctor, colgate, kimberly, coke to your point are all seeing pricing going higher and so far they're tellin

if you look at some of the basics trades, albertson's, kimberly-clark, coca-cola, they were ought funll fine >> any retailer where credit card data would suggest you're down in the mid single digits for the quarter. >> two things are happening, which makes it not as straightforward as norm at sort of recession or pullback it's the low end versus the high end. it's the categories here spending on, more on the general, less on the more specific apparel will feel it, and also people are spending on travel and leisure, not spending as much, say, on the stay-at-home trade. because of this funky covid, pent-up demand thing, it's not as straightforward. >> not toens some the fact if you don't go to the office as much, you don't need as many clothes. michael baker joins us this morning. thanks for joining us. he i guess the question would be, were you surprised >> thank, carl i'll have to admit both. in some ways, the target told us six weeks ago i thought walmart would hold up better, given the higher percent of foot and basic merchandise in their mix it's that part of the mix that's nondisc

the product is expected to be available through major retailer s, target, albertson's and kroger.flock live from philadelphia airport where that plane has just landed. the shipment is here. jeff is it expected to, you know , get to store shelves for parents anytime soon, how is it going? reporter: it's going to go about as fast as you could possibly have it go, lauren. yeah, you're looking at that plane that's a 747 took off from sidney, australia i guess yesterday, technically. stopped in honolulu and now here in philadelphia and at the ups air hub. they are just waiting to unload it. its got and i think we quantified this differently, but 2 million eight ounce servings of baby formula on board and the company buds australia has contracted to provide 25 million servings so i want to take you back there. you see the ups ground crew ready to begin unloading it'll come out of the tail of the aircraft and the front as well and that cargo bay, and it will come right here through the air hub and on to the trucks that are waiting as we speak outside the store, outside the facility. as y

fins in a mom will discuss experience of speaker albertsons who's experience has also relative relevant in this context. finally, i would note that speaker dennis hasterter did concede that. he did not want to become acting president, but unlike senator hayden pastor indicated he would have accepted the responsibility. quote, i really didn't want to be president permanent or temporary pastor call. and with my wife jean who wasn't thrilled with my present job. she wouldn't be happy with this. the opt-out provision in the 1947 statute might have seemed to track but i understood that it wasn't really an option because if you've got a constitutional crisis and you're the speaker. you couldn't pass it up. you had to accept. unquote the words and actions of wade martin hayden and hastert each indicate the lawmakers themselves have given some serious thoughts becoming acting president. what i hope this brief presentation has outlined because the prospect of a speaker or ppt becoming acting president and potentially flipping partisan control. the white is a very real one. this is reflected by t

choice t-bone steaks for five dollars a pound at albertson's if i buy four at a time.t: thank you, elmo. jim, do you want to respond to the caller? he was talking about inflation, high gas costs, a lot of those pocketbook issues. guest 2: well, first of all, kudos for reaching 90 next week. that is one heck of an achievement. yeah, i guess i appreciate the fact that he is finding ways to get around inflation. not everyone is having that kind of success right now, quite friendly, i'm not so sure i agree -- in fact, i know i don't agree with his reference to this country being not energy independent, understood him correctly. we are. you know, the economy is -- i am not a stockbroker, but by dividend stocks, absolutely. host: all right, next caller, earnestine in north carolina on the democratic line. you are on. caller: yes. good morning. thank you for taking my call. i have a lot to say, but i cannot get it all in this 1 -- host: pick your biggest point and go ahead. caller: ok. my biggest point is trump. he has bipolar. people don't know it -- no, they know it, but th

i would say the kids as they get bigger, you can skimp on the clothes and food costs a lot, and albertson's i would think that i am really going out there on the limb, and saying that walmart executed poorly. they executed poorly on the dot-com, and they executed poorly on the buy and pick up opus. they have really disdained themselves with sam's club as a not great merchandiser during this period. no one just said it, but i would just say it. i know that apparel is bad, but why take a beating why are all of the companies taking a beating and if they know that things are weak like you and i do, why not take action and, name me an nfl team that says, we are happy with 16 losses, because we know it is going to happen? no, the companies do things. >> and any idea about alphabet, and what to expect >> look. alphabet has been weak month after month after month, and they do have a targeted advertising campaign that is not stopped by apple, and i do think that alphabet should make the quarter, but alphabet has been so conservative that it does not matter, but no matter, and you will get the negati

choice t-bone steaks for five dollars a pound at albertson's if i buy four at a time.t: thank you, elmo. jim, do you want to respond to the caller? he was talking about inflation, high gas costs, a lot of those pocketbook issues. guest 2: well, first of all, kudos for reaching 90 next week. that is one heck of an achievement. yeah, i guess i appreciate the fact that he is finding ways to get around inflation. not everyone is having that kind of success right now, quite friendly, i'm not so sure i agree -- in fact, i know i don't agree with his reference to this country being not energy independent, understood him correctly. we are. you know, the economy is -- i am not a stockbroker, but by dividend stocks, absolutely. host: all right, next caller, earnestine in north carolina on the democratic line. you are on. caller: yes. good morning. thank you for taking my call. i have a lot to say, but i cannot get it all in this 1 -- host: pick your biggest point and go ahead. caller: ok. my biggest point is trump. he has bipolar. people don't know it -- no, they know it, but th