The most obvious buyer for Sprouts would be Kroger, which has been aggressively trying to attract more organic and high-end grocery business.Read more
Even with a good holiday season, Dollar Tree may lack the resources to survive or even remain competitive. It reported revenues of just $21.52 billion in October 2017.Read more
The next logical step at Target should be a strategy of acquisition. Other brands are cheap because of the retail apocalypse and Target certainly has the cash.
The best target would be an online retailer or the online operations of struggling brick and mortar retailers. An interesting acquisition for Target would be JC Penney’s (NYSE: JCP) online operations.Read more
Mr. Market certainly noticed that growth, Walmart’s stock price shot up from $90.26 on November 8 to $96.40 on November 22, 2017. If Walmart has a good Black Friday that price will exceed $100 a share by December 1.
Now for the astounding news, Walmart’s revenues will clear a half a trillion dollars sometime next year if the current growth rate continues. Walmart reported $495.10 billion in revenues for October 31, 2017, up from $490.01 billion in July 2017.
If that performance is repeated in the next quarter; Walmart will report around $500 billion or half a trillion dollars in revenue early in 2018. History seems to support this conclusion; Walmart’s revenue has been growing for the past seven quarters. It has posted growth for every quarter since January 2016.Read more
The real reason why CVS Health wants Aetna is to expand its vertically-integrated business model. Vertical integration means that one company controls as much of the production, financing, marketing, and distribution of a product or service as possible.
CVS Health is already partially vertically-integrated because it operates both drugstores and prescription-management plans. CVS operates clinics in some of its stores for the exact same reason. Buying a health insurance company would give CVS, even more, control over the process.Read more
Around 6% of 58,000 customers surveyed by Forester Research said they used Walmart Pay, Bloomberg Technology reported. About 7% of the same group said they had used Apple Pay in the past three months. That means the adoption rate of the two apps is about the same.
The number of active Walmart Pay users will surpass the number of Apple Pay users sometime next year, Richard Crone; the CEO of Crone Consulting told Bloomberg Technology on 7 November. Walmart Senior Vice President for Services and Digital Acceleration Daniel Eckert thinks his company’s victory in the payment wars will come sooner than that.Read more
Medicare for All would be a boon for Walgreens by financing millions of new pharmacy customers and creating hundreds of thousands of new customers for its in-store clinics. That alone makes WBA a really good value investment to add to portfolios for the future but is it a value investment for the present.
Therefore a good waRead more
An intriguing possibility might be for Citibank to offer an Apple Pay, Venmo, Tez, Alipay, Walmart Pay, Facebook, PayPal, or Android Pay credit card. Since PayPal is experimenting with a Venmo Visa that makes a lot of sense. Such a card would allow a customer to pay with either their digital wallet balance or with a Visa or MasterCard line of credit. The customer would also get the ability to access his or her line of credit via the payment app.Read more
If you are looking for a good value investment in retail check out Big Lots, it is cheap but makes money. More importantly, Big Lots already has many of the attributes that other brands are trying to achieve.Read more
What’s more impressive is that Costco achieved that revenue growth with one website and brick and mortar stores in a handful of countries including the U.S., Canada, Japan, and Australia. Amazon has vast diversified operations that include Amazon Web Services, a movie studio, Amazon Prime, dozens of lines of private label products, Zappos, Whole Foods, and far more.Read more