Big Earnings Week Amazon, P&G, Alphabet and Facebook Reporting

What’s even more frightening is that one bad earnings report from either Amazon or Google might trigger a market crash. Those companies are simply that huge and important to investors; that alone should have us asking if those behemoths are now too “big to fail.”

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US Retail Sales Stagnant

Americans have become far more selective about their spending; and old-fashioned 1980s style conspicuous consumption and shopping for shopping’s sake is out. Americans are shopping less and spending only on the things they really need or care about.

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Retail Consolidation is Killing Traditional Consumer Brands

The future for traditional consumer brands looks pretty dismal. Expect to see major consolidation in the consumer products industry in the near future, as companies like Kellogg have a difficult time maintaining market share.

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Can Colgate Palmolive Survive?

Instead value investors looking to make a consumer defensive-play should consider retailers like Costco, Kroger, Walmart and Walgreen. Those companies are best poised to take advantage of the new retail realities with deep discounting and large footprints that provide the low prices today’s consumer wants.

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Why Have Proctor & Gamble’s Revenues Collapsed?

These numbers show us that Proctor & Gamble is a great company with a good business model that generates a lot of float. It has a lot of cash and that cash is increasing. These numbers mean that the revenue losses might not affect the company’s long term operations.

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