Grocery Wars Archives - Market Mad House

Is Dollar Tree Making Money?

July 16, 2018July 16, 2018 daniel 0 Comments Are Dollar Tree’s Losses growing?, Dollar Tree, Dollar Tree Inc. (NASDAQ: DLTR), Dollar Tree is building a Mountain of Debt, Dollar Tree is Likely to Collapse, Dollar Tree’s Race with Death, How Instacart and Amazon can Kill Dollar Tree, How Much Cash Does Dollar Tree Have?, Is Dollar Tree in Trouble?

What Dollar Tree is borrowing against is unclear because its cash and assets are limited. Dollar Tree’s assets were valued at just $15.827 billion on May 5, 2018. The company’s cash flow is limited and cash reserves are nonexistent.
Most likely, Dollar Tree is borrowing against its stock valuation. Dollar Tree shares were trading at $86.09 on July 16, 2018. That gave the company a Market Capitalization of $20.47 billion on the same day.
If my thesis is true, Dollar Tree would collapse if its stock lost any value. If Dollar Tree shares dropped below $60 or $50 the company might collapse because it would not be able to borrow money.

Grocery Wars

Is the Walgreens Rite Aid Merger Working?

July 3, 2018 daniel Is the Walgreens Rite Aid Merger Working?, Is Walgreen Building a Mountain of Debt?, Is Walgreens Making Money, Rite Aid (NYSE: RAD), Rite Aid/Walgreens, Walgreens (NASDAQ: WBA), Walgreens Rite Aid

It looks as if there was little or no real planning to the Walgreen takeover of Rite Aid location. From my advantage it appeared that somebody at WBA headquarters forgot to tell the IT team.

Still it appears that Walgreen’s very professional staff is on top of the issues and more than capable of fixing them. Any problems that result will be temporary and get fixed, putting Walgreens in a much better position.

Grocery Wars

Ocado tests Driverless Grocery Delivery, Supervalu Teams with Instacart

June 28, 2018June 28, 2018 daniel Caesium, Cargo Pod, Driverless Grocery Delivery, driverless truck, Graeme Smith, Instacart, Instacart Teams up with Supervalu, Is Driverless Grocery Delivery Coming to America?, Kroger (NYSE: KR), Ocado, Ocado Group Group PLC (LON: OCDO), Ocado tests Driverless Grocery Delivery, Oxbotica, Oxbotica’s CargoPod, Selenium, Supervalu, Supervalu Inc. (NYSE: SVU), Supervalu Teams with Instacart

The driverless truck cruises down the street while a delivery person on foot takes the orders to the front door. The truck called the Cargo Pod was tested in London’s Royal Arsenal Riverside neighborhood, Endgadget reported. The vehicle is rather small and silly in appearance – it looks like a milk float to Brits and a large ATV to North Americans

Grocery Wars

Online Shopping: A New Approach to Shopping

June 26, 2018 daniel advantages over offline shopping, e-commerce industry, Online Shopping, online shopping industry, price comparison websites, The ecommerce industry, Total online sales, Total online sales globally increase astronomically every year

The whole online shopping industry is alternatively referred to as the ecommerce industry. The ecommerce industry is growing exponentially by the day. However, variety is the spice of life. There are still people out there who prefer the physical experience of offline shopping. There are those who prefer to feel and see the items that they are purchasing before making a decision.

Grocery Wars

Is Sprouts Doomed?

June 19, 2018June 19, 2018 daniel Amazon (NASDAQ: AMZN), Can Sprouts Survive?, How Delivery Threatens Sprouts, Instacart, Is Sprouts Doomed?, Kroger (NYSE: KR), Kroger and Ocado, Kroger and Ocado Threaten Sprouts, Ocado Group PLC (LON: OCDO), Sprouts, Sprouts Farmers Market (NASDAQ: SFM), Sprouts' Limited Resources, Supervalu (NYSE: SVU), The Danger from Amazon to Sprouts, Who would Acquire Sprouts?

Delivery can destroy Sprouts because it keeps customers away from Sprouts where they can see its low prices.

Traditional supermarkets depend heavily from all the spur-of-the moment purchases from shoppers in the store. How many times have you walked into a supermarket to “grab a couple of things” and ended up pushing a full shopping cart out the door?

Online shoppers only get what is on their shopping list, because they are not in the supermarket to get tempted by that extra stuff. That is good for customers’ pocketbooks but bad for Sprouts’ bottom line.

The traditional supermarket is a marketing machine cleverly disguised as a food store. Grocers fill their stores with temptations such as endcaps, free samples, delis, and cafes. The online shopper sees none of that stuff.

Grocery Wars

PayPal use growing faster than Apple and Google Pay, Microsoft Plans Automated Store

June 15, 2018June 15, 2018 daniel Alphabet (NASDAQ: GOOG), Apple (NASDAQ: AAPL), Apple Pay, cashier-less retail stores, Google Pay, Microsoft (NASDAQ: MSFT), Microsoft Plans Automated Store, Microsoft to Develop Automated Store, PayPal (NASDAQ: PYPL), PayPal use growing, PayPal use growing faster than Apple and Google Pay, Walmart (NYSE: WMT)

Mobile payment apps are still a tough sell to America’s consumers and merchants, Kount’s data indicates. The company that can change that paradigm will make a fortune.

That means more two thirds of American retailers or 71% still refuse to accept mobile wallets. Once again it sounds as if Apple (NASDAQ: AAPL) is losing the payment wars, and Alphabet (NASDAQ: GOOG) is not doing very well.

Grocery Wars

Is Ocado the Future of Groceries and does it Make Money?

June 1, 2018 daniel Amazon (NASDAQ: AMZN), Is Ocado a Value Investment?, Is the Ocado Group Making Money?, Ocado, Ocado Group PLC (LON: OCDO), Ocado is a Future Value Investment in Groceries, Ocado operated Kroger warehouses, Ocado Smart Platform, The Ocado Group, The World’s Most Advanced Fulfillment Centers, Walmart (NYSE: WMT)

Ocado claims to process 260,000 orders a week with an order accuracy rate of 99% and an on-time delivery rate of 95%. The company claims to reduce costs with a 0.7% rate of product waste, which sounds hard to believe.

What’s truly interesting is that Ocado might be ahead of Amazon in its use of robots to move groceries. Ocado claims to have 1,100 robots at work in its newest Customer Fulfillment Center (CFC3) in Andover, Hampshire. Pictures online show Ocado robots working in refrigerated warehouses and giant freezers.
Those robots can supposedly pick and pack an order of 50 items in just five minutes. That is amazing because the CFC3 is stocked with 50,000 items, and the center itself is the size of three football fields.

Grocery Wars

Is Target Really Profiting from Digital

May 31, 2018 daniel Amazon’s (NASDAQ: AMZN) vast inventory, anti-Amazon, convenient one-click shopping, How Target/Shipt can become the anti-Amazon, Is Target Making Money?, Kroger (NYSE: KR)/Instacart, Lidl USA, Shipt, Target (NYSE: TGT), Target/Shipt, the Grocery Delivery Wars, the Shipt ecosystem, Walmart (NYSE: WMT), Who Loses from the Grocery Delivery Wars, Why is Target doing so well?

Teaming up with high-end grocers like Lidl and Trader Joe’s for Shipt delivery is a smart move for Target. Other logical moves will to add brands like CVS, Walgreens, Home Depot, Lowe’s, Rite Aid, Albertsons, Nordstrom, Aldi, Trader Joes, Safeway, Publix, and Best Buy to the Shipt ecosystem.

More importantly, Target is well positioned to cash in on today’s retail environment and the transition from brick and mortar to delivery. If you want to profit from the growth of grocery delivery, Target is one of your best bets.

Grocery Wars

Who is buying Supervalu?

May 29, 2018 daniel Amazon (NASDAQ: AMZN), Cub Foods, Instacart, Is Supervalu a Value Investment?, Is Supervalu Making Money?, Is Supervalu Teaming up with Amazon?, Lidl ups its Game, Ocado Group PLC (LON: OCDO), Shop ‘N Save, Supervalu (NYSE: SVU), Supervalu is getting out of Brick and Mortar Supermarkets, Supervalu’s Financials explain Bezos’ grocery push, Target (NYSE: TGT), Who is buying Supervalu?, Will Amazon become America’s Grocer?

Even if Supervalu keeps operating the distribution centers its new customer might be Amazon or Instacart.
A strong possibility is that Supervalu will get out of brick and mortar supermarkets and concentrate on selling groceries to delivery services. Its’ network of distribution centers is well-positioned for that eventuality.
Supervalu’s financials explain why Jeff Bezos is so interested in the grocery business. Grocers like Supervalu have a very strong cash flow, and Bezos loves cash.

Grocery Wars

The Death of Campbell’s Soup

May 25, 2018May 25, 2018 daniel Campbell’s has a Lot of Value Left, Campbell’s Soup (NYSE: CPB), Dollar Tree (NASDAQ: DLTR), Eating Lunch Out, Hot Fresh Soup at the Supermarket, How the American Consumer is killing Campbell’s Soup, Is Campbell’s Soup Making Money?, Kroger (NYSE: KR), Private Label Brands, The Death of Campbell’s Soup, The Death of Television

An American icon is in big trouble Campbell’s Soup (NYSE: CPB) is in turmoil after sales fell by 7% during

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