Retailer of the year, David.
Speaker ADavid Ritter, who was your 2024 retailer of the year.
Speaker BDrumroll, please.
Speaker BSo I think what all the rest of you are going to say is Walmart and Costco, and I want it to be interesting, so I'm going to pivot and I'm going to say Publix Supermarkets.
Speaker CWhoa, dark horse.
Speaker CWhat?
Speaker BIn a world where grocery has just been a bit in upheaval with the Kroger Albertsons deal, Publix has put their heads down and really just focused.
Speaker BThey achieved a 49% increase in net earnings.
Speaker BThey reached $4.3 billion in sales.
Speaker BThey are rocking a 24% market share in the areas where they operate.
Speaker BAnd they've opened 45 new stores in 2024, including markets like Kentucky in places that are slightly underserved.
Speaker BSo they're thought of as the southeastern grocery magnet, but they're expanding beyond it.
Speaker BAnd it's not just the subs and the sandwiches they're rocking.
Speaker BSo they're my vote for this year.
Speaker AThat's right.
Speaker AThey kicked, and they kicked Kroger's digital play out of the state too.
Speaker ARight.
Speaker AThat's a good pick.
Speaker AAll right.
Speaker AAll right, Chad, who is your pick?
Speaker AYou seem to be very appreciative of that choice by David there.
Speaker AI saw you.
Speaker AAll right, here we go.
Speaker AYou've got the envelope.
Speaker DIf I were voting, I love the grocery space.
Speaker DI really like that call and what they've done to stave off a lot of competitive threats in the Southeast.
Speaker DSo wonderful play on that one.
Speaker AGotta be like Carson, too.
Speaker ARemember Carson when he put the envelope.
Speaker DYes, exactly.
Speaker DOh, you know, I'll say so before I read this.
Speaker DRight.
Speaker DYou do have to remember that David Brown is our resident kind of luxury apparel fashion beauty expert.
Speaker DSo I have a feeling that things are going to slant in that direction.
Speaker DRight.
Speaker DSo first off the bat here for retailer of the year, we have.
Speaker AWow.
Speaker AWow.
Speaker DSo here's.
Speaker DHere's what I'd say to supplement his choice.
Speaker DRight.
Speaker DSo first, you know, first choice in my closet, obviously, for my fashion get up today.
Speaker DBut you know, Dave mentioned kind of grocery a segment and upheaval like certainly here.
Speaker DThis is really one of the very few luxury fashion brands and players doing well.
Speaker DYou know, they have a nice secret sauce if they understand luxury, differentiation, personalization, customer intimacy in a way, you know, way more than kind of max, max luxury players like LVMH and others are.
Speaker DAre kind of doing.
Speaker DSo I talk about a dark horse, but yeah, David coming in with French luxury.
Speaker AYeah, the luxury of the luxury.
Speaker AOkay, wow.
Speaker AWe've got some two very different picks here so far.
Speaker AAnd where are you going to go this year?
Speaker CI had to give it to Walmart this year.
Speaker AYou did?
Speaker CI did talk.
Speaker CI think, I think the real tipping point for me, Chris was when we signed up for our Walmart plus membership and I started to see firsthand the value that a retailer that I, I didn't, I wasn't really, it wasn't my go to before, but the value that it's bringing to my life and how much has changed it personally.
Speaker CAnd then all of the headlines, obviously them bringing in a higher income demographic.
Speaker CThey did the fashion reboot this year.
Speaker CThey've got scoop New York and all the stuff they did for New York Fashion Week.
Speaker CThey were first on the scene with Gen Search, the first big retailer on the scene back in, in January.
Speaker CLaunching that you got the merging supply chains with Sam's Club this year, the StockX partnership, increasing salaries for store managers to $400,000 a year.
Speaker CCommerce Technologies, that whole division and the store assist they're doing.
Speaker CPlus like gotta love the Busta Rhymes creative this holiday.
Speaker CIf anybody hasn't seen it already.
Speaker CI highly encourage you to watch anything on your streaming services because you'll see that commercial about a billion times.
Speaker CBut I, I just think there's so much that Walmart has done this year to just totally launch it off and be even more of a household name than they already were for people.
Speaker CSo Walmart hands down, gotta give it to him.
Speaker AWalmart wins it, huh?
Speaker AYeah, go ahead.
Speaker CWhere do you, what about you?
Speaker ALike what do I think?
Speaker AYeah, yeah.
Speaker ASo I think all three.
Speaker AI thought this was the toughest year that we've ever done this show to hand out the retailer of the year.
Speaker ALike I thought you could give it to Abercrombie, you could give it to Walmart.
Speaker ATractor Supply could be in the mix.
Speaker AEven Dick's Sporting Goods and Dave mentioned Costco too.
Speaker ABut for me, actually my winner is Sprouts.
Speaker ASprouts stock price was $48 at the beginning of the year.
Speaker AIt peaked at 155.
Speaker ANow stands at 147.
Speaker AThey've doubled down on their smaller, more productive format.
Speaker AI think opening.
Speaker AI think they opened 35 new stores and we got to see one of those smaller stores when we toured, toured their stores in Phoenix with their real estate team, man, and we were really impressed with that.
Speaker CIt was unreal.
Speaker AYeah, yeah.
Speaker AAnd the other crazy thing about Sprouts is they're only in 24 states.
Speaker ASo Jack Sinclair and his very strong leadership team, both on the merchandising and the real estate side, can take this small format prototype and put it in a lot more places.
Speaker ASo I think the growth here is still.
Speaker AThere's still a lot more to come.
Speaker ASo that's why they get my vote this year as the retailer of the year.
Speaker ASprouts.
Speaker ACongrats.
Speaker ASprouts.
Speaker CThat's a great pick, Chris.
Speaker CYou're totally right.
Speaker CI.
Speaker CI mean, Sprouts, like, when you look at, we talked about last week, tractor supplies, you know, total addressable market here in rural communities.
Speaker CSprouts has so much further to go, too, so I love that pick.
Speaker AWell done.
Speaker AJust been dropping the ball, too.