There were two stories in the past three days looking at grocery stores and prices. Reuters has a piece up about how grocers are on the defensive because of dollar stores. Such chains are expanding rapidly and capitalizing on consumers' frugality in the face of the difficult economic conditions. Meanwhile, the Wall Street Journal today had a piece about the positives of low grocery prices. That story's position is that deflation in food prices has made supermarkets more competitive with discounters and warehouse clubs.
So I'm confused. Are supermarkets doing better or worse?
Here are some otherand notes on retail and retail real estate from around the Web today.