Amazon has some value-investment characteristics including a lot of cash and the ability to generate vast amounts of cash on a regular basis. The problem is that unlike companies such as Microsoft, Oracle, Alphabet, and Apple, it cannot keep that cash around.Read more
It looks as if the Amazon-owned Whole Foods is going to become more like a traditional supermarket. The big question we have to ask is will that be winning strategy for either brand?Read more
Walmart (NYSE: WMT) and Alphabet (NASDAQ: GOOG) have opened a major new front against Amazon (NASDAQ: AMZN) in the online retail wars.
Walmart products will soon be available through Alphabet’s (NASDAQ: GOOGL) online delivery solution Google Express, The New York Times reported. That means customers will be able to order stuff through Google shopping. It also means the merchandise they order will be delivered by Google’s branded vehicles.Read more
It looks as if Walmart is actually beating Amazon in the delivery wars.
The discount giant has expanded its same-day service which was only available in Tampa and Phoenix to those cities, CNBC reported. Walmart customers in Denver are able to get orders delivered by Lyft, the article did not say if that service will be expanded.Read more
A possible glimpse of Walmart’s future is provided by America’s second largest grocer Kroger. The situation at Kroger should certainly give WMT investors pause.Read more
Yelp then would be a great investment for Ant Financial; or Walmart, but a lousy investment for you because it is overpriced and makes little money. Although working with Yelp proves claims that Ant Financial is the world’s most value unicorn (pre-IPO company) and justifies the $70 million valuations for it. Smart investors should forget about Yelp and wait for Ant’s initial public offering (IPO) because Ant will be a value investment.Read more
The most likely reason why Amazon (NASDAQ: AMZN) is offering Pay Places is to enable the use of Amazon Pay at Whole Foods (NASDAQ: WFC). Since Amazon is trying to buy Whole foods that sounds logical.Read more
This means that 365; and not the supermarkets, might be the real reason Amazon bought Whole Foods. Therefore both Whole Foods and the US grocery industry might be changed beyond recognition by Amazon and 365.Read more
The German discounter plans to open 2,500 stores nationwide by 2022, Business Insider reported. That would make Aldi, America’s second largest supermarket operator behind Kroger (NYSE: KR) which operated 2,796 supermarkets and supercenters in 2016.Read more
The available data indicates major changes in American lifestyles that bode ill for Costco. Statistics show that younger Americans are less likely to have a driver’s license, cook; data shows that Americans now spend more at restaurants than grocery stores, and are less likely to own a home (only 62.9% of Americans owned a home in 2016 the lowest level since 1965, Bloomberg reported). Costco’s business model is built upon the assumption that Americans will own and use a car; make most of their food purchases at a grocery store, and require home-maintenance supplies.Read more