What Will Amazon Acquire Next?

The question we need to ask is: “what companies will Amazon acquire next?” Some probable candidates for Amazon acquisition include:

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Kroger is winning the Grocery Wars; Amazon has Bought Whole Foods

Kroger (NYSE: KR) and Walmart (NYSE: WMT) are winning the grocery wars. Whole Foods Market (NASDAQ: WFM) has given up

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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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Supermarkets fight for Survival at SuperValu

Traditional supermarkets like Supervalu are struggling because of greatly increased competition and a collapse in food and consumer goods prices. These forces might make the historic supermarket business model unsustainable.

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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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Is Chipotle Imploding?

An intriguing possibility would be for Kroger to acquire Chipotle. The supermarket giant could easily afford such as transaction, Chipotle had a market capitalization of $11.55 billion on March 17, 2017, and an enterprise value of $11.12 billion on December 31.

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Can Supervalu Survive??

Supervalu might be a good investment for Kroger; but it is certainly a lousy investment for anybody else with the possible exception of Safeway.

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Retail Apocalypse Scorecard: How Many Stores are Really Closing?

The most disturbing aspect of the retail apocalypse afflicting America is that nobody knows how many stores are really closing.

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Do Organic Grocers Make Money?

All this makes Whole Foods a very suspect investment even though its stock has done well. WFM investors received a return on equity of 13.69% on December 31. The company is scheduled to pay a 14¢ a share dividend on April 5, 2017. One has to wonder how much longer that can continue. Sprouts pays no dividend but its’ investors did receive a 16.07% return on equity on December 31, 2016.

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Can Kroger Keep Growing?

This service enables Kroger to reach groups that might avoid traditional grocery stores such as Millennials who do not own cars, and residents of fast growing urban areas far from suburban supermarkets. It also taps shoppers with more disposable income; who are more likely to order higher priced goods, which can compensate for food deflation.

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