These numbers show us that Nordstrom is neither a value investment nor Amazon-proof because it operates at a very narrow margin. All Amazon or Walmart would have to do to seriously damage Nordstrom is take 3% to 5% of its customers away.Read more
The available data indicates major changes in American lifestyles that bode ill for Costco. Statistics show that younger Americans are less likely to have a driver’s license, cook; data shows that Americans now spend more at restaurants than grocery stores, and are less likely to own a home (only 62.9% of Americans owned a home in 2016 the lowest level since 1965, Bloomberg reported). Costco’s business model is built upon the assumption that Americans will own and use a car; make most of their food purchases at a grocery store, and require home-maintenance supplies.Read more
Staples is definitely an acquisition target because its purchaser would get around 1,225 stores and $17.30 billion in revenues for a low price. Staples reported a stock value of $10.10 a share, a market cap of $6.597 billion and an enterprise value of $6.597 billion on June 29, 2017.Read more
A leaderless Uber with its value destroyed will be a natural acquisition target.Read more
Kroger (NYSE: KR) and Walmart (NYSE: WMT) are winning the grocery wars. Whole Foods Market (NASDAQ: WFM) has given upRead more
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
Netflix loses money like crazy but it has built up a global platform for delivery of digital products. A danger is that Netflix might start selling products like video games, software, insurance, or financial services in addition to video entertainment. Another is that Netflix might team up with a retailer to start selling goods through its platform. A grave danger for Amazon would be Walmart or Alibaba buying Netflix and offering a Prime type delivery and entertainment option through it.Read more
Walmart (NYSE: WMT) wants to turn every cashier, stocker and assistant manager in its stores into a delivery person.
A new program would pay employees to drop packages off at customers’ homes or business after they leave work, The Washington Post reported. The delivery initiative is already being tested at Walmart stores in New Jersey and Arkansas, Walmart.com CEO Marc Lore told reporters.Read more
The ecommerce growth is impressive but it is not cheap. The latest earnings report; that from April 30, 2017, indicates Walmart paid for the ecommerce growth with its net income.Read more
Working with First Data makes Ant a major player in U.S. mobile wallets because Clover’s retail footprint is almost as big as that of Apple Pay. Apple Pay is accepted by around 4.5 million U.S. merchants.
Alipay also gets access to all of Ant’s resources. Ant is one of the world’s most valuable unicorns (pre-IPO companies) some analysts have estimated its value at $75 billion. Alipay alone has an estimated value of $50 billion according to CSLA Hong Kong Analyst Elinor Leung.Read more