Disney vs. Netflix vs. Coronavirus
Can Disney+ generate enough revenue to sustain Disney for two years without the movie box office and park ticket sales? Nobody knows, not even Disney Chairman Bob Iger and CEO Bob Chapek know.
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Market Mad House
In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche
Amazon (NASDAQ: AMZN) resistant business model
Is Office Depot Dying?
Thus, I think Office Depot’s footprint of 1,307 stores in North America is its most valuable asset. For instance, Amazon could buy Office Depot and convert those stores into Amazon Go locations.
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Could Amazon Doom FedEx?
Consequently, The Verge brands Amazon a “serious rival to FedEx and UPS.” Hence, Amazon could become America’s dominant delivery brand within three years.
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Are Home Improvement Stores a Bubble?
Is improvement really a growth industry or is it a bubble? After all The Home Depot had 2,274 stores in February 2016, and Lowes and its subsidiaries were operating 2,365 locations in 2015. That adds up to 4,639 stores which raises the obvious question: how many stores can the market support.
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