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.

Read more

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.

Read more

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.

Read more

Will the Retail Apocalypse Kill Department Stores?

The retail apocalypse is about to get far worse and the great American institution known as department stores might soon be history. Take your children to the mall and the department stores now so they can say they saw one. You might not have a chance to show them those palaces of retail in just a few years.

Read more

Lowe’s proves Home Improvement is a Safe Investment in the Midst of Retail Apocalypse

If you are looking a retailer to buy and hold for a long time, I’d recommend Lowe’s. It has a wide moat, a lot of cash, lots of float growing revenues and great growth prospects. At $77.06 a share, Lowe’s is also a bargain when compared to Home Depot’s $126.4 stock price. Lowe’s is definitely the value investment in home improvement.

Read more

Best Buy’s Stagnant Revenue

It looks as if Best Buy is only capable of very limited income growth – that can be attributed to inflation rather than increased sales. It seems to have reached a certain level of revenue and is just sitting there. Despite reports of an economic recovery; Best Buy is struggling to maintain its current level of revenue.

Read more

The Retail Apocalypse Hits Wall Street

With numbers like these, one has to wonder if Macy’s and Dillard’s businesses are sustainable. These companies will have to make major numbers of store closings and other cutbacks just to stay in operation.

Read more

Retail Apocalypse Heats up: Store Earnings fall by 25%

It looks like America’s retailers are getting set for a Summer of Death 2016, with chains dying right and left. Likely to join Aerostopale and Sports Authority in the retail graveyard are Office Depot (NASDAQ: ODP), and almost every mall clothing retailer.

Read more

The Retail Apocalypse Spreads to Walmart…or Does It?

It looks as if dollar stores are a black hole that eats up revenue and produces little profit. Or at least that is what Walmart has concluded; it is concentrating its small box growth on Neighborhood Markets that generate several streams of revenue. Most neighborhood markets contain a grocery store and a pharmacy as well as a discount store, and many of them also have gas pumps.

Read more