Sears (NASDAQ: SHLD) Archives

Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

daniel May 15, 2018 HomeGoods, How TJX is cashing in on the Retail Apocalypse, JC Penney (NYSE: JCP), Sears (NASDAQ: SHLD), the layoffs at TJX, The Retail Apocalypse is good for TJX, TJX Companies (NYSE: TJX), TJX makes more Money Lays off Workers

TJX makes more Money Lays off Workers

By then TJX will be America’s dominant department store and a pretty good value investment. The experience at TJX proves that retail apocalypse is actually good for some brands. One has to wonder why more retailers are not copying TJX’s business model of deep discounting, and taking over from dying competitors.

The Death Spiral

daniel December 19, 2017 Eddie Lampert, Is Management Looting McDonald’s?, McDonald’s (NYSE: MCD), McDonald’s is building a Mountain of Debt, McDonald’s is making far Less Money, McDonald’s is still making a lot of money, McDonald’s is Still Making Money, McDonald’s seems to be able to serve is the bottom-level of the market, McDonald’s stock, McDonald’s stock is grossly overpriced, McDonalds and Sears are Horrendous Stocks, Sears (NASDAQ: SHLD), The Revenue Keeps Going Down and Down, Why is McDonald’s still Making Money?, Why is McDonald’s Surviving

Is McDonald’s the New Sears?

This makes Sears and McDonald’s the opposite of value investments, because you will lose money with them. Stay away from Sears and McDonalds they are great American brands doomed by greedy and perhaps incompetent management.

Market Insanity

daniel April 17, 2017 Amazon (NASDAQ: AMZN), Amazon (NASDAQ: AMZN) resistant business model, Are Home Improvement Stores a Bubble?, Decline in home ownership, growing decline in home ownership, Home Depot (NYSE: HD), Lowe’s (NYSE: LOW), Lowe’s and Home Depot are overpriced, Lowe’s Companies, Lowes vs Home Depot which is better?, Quick and Dirty SWOT for Lowe’s and Home Depot, Sears (NASDAQ: SHLD), Target (NYSE: TGT), The Home Depot

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.

The Death Spiral

daniel March 6, 2017 ) Amazon now competes directly with department stores, A Steady and Irreversible Decline in Sales, Amazon (NASDAQ: AMZN), department stores might soon be history, Dillard’s (NYSE: DDS), Has Amazon Killed Department Stores?, JC Penney (NYSE: JCP), Kohl’s (NYSE: KSS), Macy’s (NYSE: M), On the Edge of the Death Spiral, Retail Apocalypse, Revenue Collapse at Department Stores, Sears (NASDAQ: SHLD), Will the Retail Apocalypse Kill Department Stores?

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.

Grocery Wars

daniel February 19, 2017 Apple (NASDAQ: AAPL), Berkshire Hathaway (NYSE: BRK.B), Buffett is bearish on Walmart, Buffett likes Amazon and dislikes Walmar, Is Warren Buffett Right about Walmart?, Sears (NASDAQ: SHLD), Some Explanations for Buffett’s Walmart Sell Off, Uncle Warren knows something we don’t, Walmart (NYSE: WMT), Walmart is losing floa, Walmart is Sort of Succeeding at Ecommerce, Walmart is Still a Good Investment, Warren Buffett Predicted the Retail Apocalypse, Warren predicted the slow moving catastrophe at Sears

Is Warren Buffett Right about Walmart?

Buffett likes Amazon and dislikes Walmart. Something that a lot of us stock geeks overlook is that Buffett has been bullish on Amazon for a long time. Uncle Warren has never been fond of the Everything Store’s stock, but he’s been investing in the company’s debt for a long time. He bought $98.3 million worth of its junk bonds back in 2003. Therefore Buffett was an Amazon bull long before it was fashionable. He’s also on record as a Jeff Bezos fan.

The Death Spiral

daniel September 14, 2016 Amazon (NASDAQ: AMZN), Are Customers Deserting Target?, CVS Health (NYSE: CVS), Dollar General (NYSE: DG), Dollar Stores Boom at Target’s Expense, Dollar Tree (NASDAQ: DLTR), Is Jet Hurting Target?, JC Penney’s (NYSE: JCP), Kroger (NYSE: KR), Macy’s (NYSE: M), Sears (NASDAQ: SHLD), Target (NYSE: TGT), Target Feels the Amazon Effect, Target has some Things Going for It, Target is a Good Contrarian Investment, Walgreen (NASDAQ: WBA), Walmart (NYSE: WMT)

Target’s Summer of Pain, the Revenue Collapse Continues

It might be a coincidence but Jet’s revenue claims seem to match the drop in revenues at Target. In February 70% of Jet sales were from first time buyers. Particularly to worrisome to Target should be the fact that 81% of shoppers were unaware of Jet’s existence. That means it has a lot of room to grow and Walmart is now behind it.

The Death Spiral

daniel September 8, 2016September 8, 2016 Amazon (NASDAQ: AMZN), Amazon is 10 Times Bigger Than Penney’s, Are Department Store Customers Dying Off?, Best Buy (NYSE: BBY), Costco Wholesale (NASDAQ: COST), Home Depot (NYSE: HD), Is Penney’s Making Money?, JC Penney (NYSE: JCP), JC Penney is moving back into the appliance business, legacy retailers, Lowe’s (NYSE: LOW), Macy’s (NYSE: M), Penney’s is definitely not making money, Retailers Pick Each Other’s Bones, Sears (NASDAQ: SHLD), The Dark Side to Penney’s Growing Revenues, Walmart (NYSE: WMT)

Treading Water is good; JC Penney demonstrates how Awful Retail is

JC Penney (NYSE: JCP) is demonstrating how awful things are for brick and mortar retail with its revenues. Tiny revenue

Grocery Wars

daniel August 15, 2016 advance monthly sales for retail, Amazon (NASDAQ: AMZN), Are Drugstores Really Growing?, Census Bureau Data, Census Bureau Retail Numbers, Costco Wholesale (NASDAQ: COST), CVS Health (NYSE: CVS), Electronics and appliance sales, Kroger (NYSE: KR), Lowe’s (NYSE: LOW), Macy’s (NYSE: M), Proctor & Gamble (NYSE: PG), Sales at department stores fell by 3.9%, Sears (NASDAQ: SHLD), US Retail Sales Stagnant, Walgreens (NASDAQ: WBA), Walmart (NYSE: WMT), Why Walmart Bought Jet

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.

Long Ideas

daniel July 4, 2016 Amazon (NASDAQ: AMZN), dramatically changing retail landscape, Home Depot (NYSE: HD), Is Lowe’s a Good Investment?, Lowe’s (NYSE: LOW), Lowe’s has a Very Wide Moat, Lowe’s Professional Moat, market Amazon cannot enter, Retail Apocalypse, RONA, Safe Investment, Sears (NASDAQ: SHLD), significant revenue growth

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.