Will Amazon Go Kill Dollar Stores??

A true nightmare for dollar stores would be caught in the squeeze between Automated Walmart and Amazon Go. Dollar stores are already caught in the increasingly brutal crossfire between Amazon.com and Walmart.com.

The No-Man’s land between Automated Walmart and Amazon Go would be far worse. A true nightmare for dollar stores would be both retailers using their automated stores as neighborhood fulfillment centers for same-day delivery.

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Ten Threats to Dollar General (and Dollar Tree)

The conventional wisdom is that Dollar General is “Amazon Proof,” but conventional wisdom is often dead wrong about the Everything Store.

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Dollar Store Wars Heat Up

Despite that Dollar Tree’s revenues are still growing, they went from $18.41 billion in April 2016 to $20.92 billion in April 2017. That made for an increase of $2.51 billion but most of that growth can be attributed to the Family Dollar acquisition.

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Is the End in Sight at Sears?

It looks as if Sears is close to death and a chapter in American retail history is about to end. We are now living in the age of Amazon and many brick and mortar retailers are doomed.

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Will Rite Aid Survive without Walgreens?

Between February 2016 and February 2017, Rite Aid’s revenues increased by $2.11 billion. The revenues rose from $30.74 billion in 2016 to $32.85 billion in 2017. There’s a lot of cash flowing through Rite Aid that might make somebody a lot of money if he can figure out how to capture it.

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How Low can Sears Sink?

The big question to ask here is: how long can Sears operate. Theoretically it might be able to stay in business for around 21 quarters or another five years. This calculation is based on a -$1.521 billion operating loss every quarter. It would take about five years to eat through all of Sears’ revenue with a loss like that.

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Disastrous Holiday Season Looming for Retailers

Investors should pay close attention to what happens at Target and Macy’s this holiday season. Their performance; or lack of it, might show us where American retail is going and what effect Amazon is really having on the market.

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Is Dollar General’s Growth Sustainable?

Walmart’s online discounting is undercutting Dollar General’s prices and competing directly for rural customers. The recent acquisition of Jet.com gives Walmart even greater online discounting capabilities. Much of Dollar General’s success is in offering convenient local stores in small towns where there is no Walmart. Now Walmart can serve those customers without building a store. This should really worry DG investors because the National Retail Federation reported that more Americans shopped online than instore on Black Friday.

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Target’s Revenue Collapse Continues

Despite Mr. Market’s misplaced confidence, Target’s revenues have fallen by nearly three and a half billion dollars over the past year. The retailer reported revenues of $73.91 billion in October 2015 and $70.43 billion in October 2016. That indicates a major drop in sales at Target stores.

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Sears it’s Worse than We Thought

The revenue shrinkage at Sears is incredible, if it keeps up the retail icon might soon be smaller than dollar stores and rival department store operators.

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