Reading the shelf…
Target is a discount independent running 6 Bay Area stores, indexing high on clean-organic 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 4 SKUs across 2 categories. The growth is depth and breadth: 2 categories to widen, replicated across all 6 stores.
Lead with 6 ct, Light Multi-Grain, English Muffins, 100 Calories, 12 oz in English Muffins.
Target stocks english muffins 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 english muffins: Target stocks only 4 there, so Thomas’ 6 ct, Light Multi-Grain, English Muffins, 100 Calories, 12 oz stands out rather than blending in.
Target merchandises 4 of the 5 categories the brand sells.
no strong clean/diet signal either way.
brand excitement 30/100.
enters a thin english muffins shelf as a point of difference.
Every category Thomas’ plays in across the Bay Area grocers we track, and where it stands at Target. 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 2 of 18 SKUs. Room to widen the line.
On shelf here, but only 2 of 8 SKUs. Room to widen the line.
Thomas’’s SKUs Target doesn’t carry yet, ordered by how many other Bay Area grocers already stock them.
Presence and depth are measured from Target’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. Target profile →
The store barely carries this category, so it is a hard sell.
The store barely carries this category, so it is a hard sell.
The store barely carries this category, so it is a hard sell.