GrubHub threatens Kroger (NYSE: KR) because of the size of its footprint and growth. For instance, GrubHub claims to serve over 1,700 American cities and 95,000 restaurants.Read more
Hence, GrubHub is a value investment as an acquisition target but not as stock. Therefore, I do not expect GrubHub to survive as an independent company.Read more
Thus Sysco (SYY) is a value investment because it operates one of America’s largest food distribution networks.Read more
It’s true when it comes to obtaining small business financing, the young entrepreneurs are at a disadvantage, but be clear to take advantage of your assets.Read more
Under those conditions, Waymo vehicles can only operate autonomously in certain areas. Thus, a good way to think of Waymo’s vehicles is like an airliner than a car. To explain, a modern airliner flies under autopilot most of the time but there are human pilots who can take over when needed.Read more
Simply put, I think Dollar Tree (DLTR) lacks the cash to sustain its operations. For instance, Dollar Tree reported $708.3 million in cash and equivalents on 3 November 2018.Read more
Third, Walker & Company’s nonwhite expertise can open up vast new markets for P&G.
African-Americans alone made up 13.4% of the US population in 2017, the US Census Bureau estimates. Thus there are around 43.6 million black people in the United States out of a population of 325.719 million.
Moreover, the Census Bureau classified 23.4% of the American population; or 76.22 million people, as “nonwhite” in 2017. Hence there are 76.22 million potential customers for Walker & Company products in the USA alone.
In addition, there are around eight million people of African descent living in Europe, Quartz estimates. Importantly, Quartz estimates Europe’s African population increased by one million people between 2010 and 2017.
Under these circumstances, Costco Wholesale is likely to stop growing. In fact, I think Costco’s revenues are likely to contract soon.Read more
Thus Walmart’s investments in technology could pay off with lower operating costs. Notably, one way technology is saving Walmart money is by eliminating the need for employees.
For instance, Walmart is eliminating 700 to 1,000 jobs at its Arkansas headquarters. In addition, Walmart cut 7,000 back-office accounting workers in its stores in 2016.
Hence, Walmart and its investors are profiting from technological unemployment. Interestingly, further job cuts are likely at Walmart because the company will deploy robot janitors in its stores.
Walmart is testing 360 janitorial robots in its stores, Bloomberg reports. In detail, the machines are robotic floors scrubbers built by a company called Brain Inc.
Robots are conducting inventory in some Walmart stores, Bloomberg claims. In addition, Walmart is testing robots that pull grocery orders in fulfillment centers and superstores, TechCrunch reports. A company called Alphabot builds the robots
QR code has other advantages including the ability to work with almost any phone with a camera. Moreover, Walmart (NYSE: WMT) accepts QR code apps but not NFC. Hence, Walmart could accept Amazon Pay but not Apple Pay or Google Pay.
Additionally, Walmart offers its own QR code wallet called Walmart Pay. Markedly The Journal did not say if they will integrate Walmart Pay with Amazon Pay.