The HC Commodities Podcast cover image

Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 2 – The Last Pump in Town

The HC Commodities Podcast

00:00

Is There a Rationalization of Locations?

The overall population of convenience stores has largely hovered around 150,000 across the US for quite a while. You're going to see two things happen, in my opinion. One is sites that are, as you state, kind of prime real estate,. they're the corner of main and main and there's a need in that neighborhood for a great convenience store. That's going to be a great site, no matter what, how it makes money will change. It certainly may take fuel out entirely and go back tokind of what we originally saw with convenience stores that didn't have fuel. But I think if you're running the other sites and you're an A operator and you've got

Play episode from 29:10
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app