Reading the shelf…
Safeway is a conventional independent running 13 Bay Area stores, large-format at about 37,374 sq ft each, indexing high on established names versus other Bay Area grocers.
Thomas’: Thomas' is a well-known brand under Bimbo Bakeries USA, specializing in baked goods, particularly English muffins and bagels.
It’s already on the shelf here, with 9 SKUs across 4 categories. The growth is depth and breadth: 2 categories to widen, replicated across all 13 stores.
Lead with 6 ct, Everything, Bagels, 10g Protein, Kosher, 18 oz in Bagels.
Safeway stocks bagels thinly, so a differentiated snack stands out instead of becoming the Nth option on a crowded shelf. It already earns space at 8 other Bay Area grocers.
The more differentiated opening is bagels: Safeway stocks only 3 there, so Thomas’ 6 ct, Everything, Bagels, 10g Protein, Kosher, 18 oz stands out rather than blending in.
Safeway merchandises 5 of the 5 categories the brand sells.
no strong clean/diet signal either way.
brand excitement 30/100.
enters a thin bagels shelf as a point of difference.
Every category Thomas’ plays in across the Bay Area grocers we track, and where it stands at Safeway. Depth is the distinct SKUs the store carries there versus the fleet median, shown next to the rival brands already on that shelf.
On shelf here, but only 4 of 8 SKUs. Room to widen the line.
On shelf here, but only 3 of 18 SKUs. Room to widen the line.
Thomas’’s SKUs Safeway doesn’t carry yet, ordered by how many other Bay Area grocers already stock them.
Presence and depth are measured from Safeway’s current Bay Area storefront: its online catalog plus our shelf photos, a partial view. A widely-distributed brand shown as a new door may already be carried through channels we don’t index. Safeway profile →
Fully stocked here (1/1 SKUs).
Fully stocked here (1/1 SKUs).
The store barely carries this category, so it is a hard sell.