The Death Spiral Archives - Page 2 of 14

Is McDonald’s the New Sears?

December 19, 2017 daniel 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

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.

The Death Spiral

Sears the Death Spiral Continues

December 14, 2017 daniel Amazon (NASDAQ: AMZN), Best Buy (NYSE: BBY), Home Depot (NYSE: HD), Is Sears out of Money?, Kenmore, Lowe’s (NYSE: LOW), Sears Holdings (NASDAQ: SHLD), Sears Incredible Losses, Sears is finished, Sears is finished but Kenmore might survive., Sears is now broke it had to borrow money from the Pension Benefit Guaranty Corporation, Sears’ Incredibly Shrinking Revenue, The next likely scenario is that Sears will sell off Kenmore, There are strong indications that Sears has run out of money.

There are strong indicates that Sears has run out of money. The company is unable to make payments on a $400 million loan that was due on June 30, 2018.

The next likely scenario is that Sears will sell off Kenmore, possibly to Amazon (NASDAQ: AMZN), Home Depot (NYSE: HD), Best Buy (NYSE: BBY), or Lowe’s (NYSE: LOW). Any of those companies would be smart to have Kenmore as an exclusive appliance brand. Sears is finished but Kenmore might survive.

The Death Spiral

Macy’s is Doomed

November 30, 2017 daniel accelerating die-off of the older customers, Are Macy’s Customers dying off or simply walking away?, How one Bad Holiday Season can Bankrupt Macy’s, Is Macy’s Making Money?, Is Macy’s the New Sears?, Macy's Dividend, Macy’s (NYSE: M), Macy’s is Dying Fast, Macy’s is still making money, Some Proof that Macy’s is Dying Fast, The Bon-Ton Stores (NYSE: BNT), Why Investors should avoid the Value Trap at Macy’s

The truly frightening statistic is that Macy’s has lost $1.09 billion in revenues during the first three quarters of 2017. Macy’s reported $25.78 billion in revenues at the end of January 2017 and $24.69 billion at the end of October. The revenues shrank by $1.09 billion in just nine months.

The Death Spiral

This is the way the Department Stores Die, JC Penney and the Bon-Ton Stores

November 29, 2017 daniel Bon-Ton is in the Death Spiral, Bon-Ton stock, Department Stores can No Longer Make Money, Department Stores Die, dismal holiday season at department stores, expect to see Penney’s and Bon-Ton vanish from both the mall and stock exchanges in the next year, JC Penney and the BonTon Stores, JC Penney Company (NYSE: JCP), Revenues Demonstrate JC Penney and Bon-Ton Stores are Doomed, The Bon-Ton Stores Inc. (NYSE: BONT), The Department Store Ghost Dance, This is the way the Department Stores Die

What’s truly disturbing is that the two department store operators might be overpriced at those horrific share prices. The latest financial numbers, appropriately dated October 31 or Halloween Day, indicate investors are probably paying too much for Bon-Ton and Penney at those prices.

The Death Spiral

Retail Apocalypse Heats up 6,700 stores have closed in 2017

October 30, 2017 daniel 10000 store closings nationwide by New Year’s Day 2018 is a real possibility, Costco Wholesale (NASDAQ: COST), Fred’s, Fred’s (NYSE: FRED), JC Penney (NYSE: JCP), Kroger (NYSE: KR), Macy’s (NYSE: M), Retail Apocalypse, Retail Apocalypse Heats up 6700 stores have closed in 2017, Rite Aid (NYSE: RAD), The Bon Ton Stores (NYSE: BNTN), The reality of the Retail Apocalypse is no longer in doubt, The Retail Apocalypse comes to Walgreens, The Retail Apocalypse Is About to Get Worse, Toys R Us, Walgreens (NASDAQ: WBA), Walmart (NYSE: WMT)

2017 has become the worst year for store closings in the United States possibly since the Great Depression. There is a strong possibility that the actual number of store closings might exceed 10,000. Such a number is possible because analysts like Credit Suisse may not be counting franchisees and mom and pop stores that will also be going under.

Crazy Stocks The Death Spiral

Can Barnes & Noble be saved??

October 16, 2017 daniel Amazon (NASDAQ: AMZN), Amazon Bookstores, Barnes & Noble, Barnes & Noble (NYSE: BKS), Barnes & Noble is Doomed, Barnes & Noble is Out of Cash, How Cloning Nordstrom Local can save Barnes & Noble, Is Barnes & Noble Making Money, Nordstrom (NYSE: JWN), Nordstrom Local, Sears (NASDAQ: SHLD) and The Bon-Ton Stores (NYSE: BONT), The Brilliance of Nordstrom Local, The brilliant thing about Nordstrom Local, TJX (NYSE: TJX)

Nordstrom has demonstrated that retailers like Barnes & Noble might have more value than many people think. Unfortunately, that value is not presently being exploited in any sort of meaningful way. Barnes & Noble is doomed without an acquisition or a radical change in business plan.

The Death Spiral

This is How a Department Store Dies, JC Penney

October 10, 2017 daniel An obvious development here would be for TJX to buy JC Penney’s, Can Amazon Help Penney’s Survive, Could TJX Save Penney’s, How Long can Penney’s Survive?, Is JC Penney Making Money?, J.C. Penney (NYSE: JCP), JX Companies (NYSE: TJX), Nordstrom (NYSE: JWN), Proof that Penney’s is dying, Sears Holdings (NASDAQ: SHLD), Some Hope that JCP Might Survive

A final option at Penney’s is to start offering more unusual discounts like those seen at the TJX Companies (NYSE: TJX) stores. TJX has survived by turning its stores like Marshalls and TJX Maxx into giant bargain basements and offering lots of weird off the wall buys.

An obvious development here would be for TJX to buy JC Penney’s. TJX certainly has the resources to acquire Penney’s it reported $2.952 billion in cash and short-term investments and $3.521 billion in cash from operations on July 31, 2017.

The Death Spiral

Will Amazon save Kohls from Oblivion?

October 3, 2017 daniel All the Amazon arrangement will buy Kohl’s is a few months of foot-traffic increases., Amazon (NASDAQ: AMZN), Amazon will not save Kohl’s, How the Kohl’s-Amazon Deal Can and probably will backfire, Is Kohl’s Making Money?, Kohl's dividend, Kohl’s (NYSE: KSS), Kohl’s is a Terrible Investment, Kohl’s-Amazon, Taking Amazon returns would only help Kohl’s if it is the only store in town doing so., Will Amazon save Kohls from Oblivion?

Taking Amazon returns would only help Kohl’s if it is the only store in town doing so.

If the arrangement increases Kohl’s foot traffic, every other retailer in town will run to Jeff Bezos’ office to ink a similar deal. People will be able to return Amazon merchandise at Kroger (NYSE: KR), Whole Foods (NASDAQ: WFM), Walgreens (NASDAQ: WBA), Best Buy (NYSE: BBY), Safeway, Costco Wholesale (NASDAQ: COST), Office Depot (NASDAQ: ODP), Publix, CVS Health (NYSE: CVS) and possibly 7-Eleven.

The Death Spiral

Is CBS Making Money?

October 2, 2017 daniel CBS (NYSE: CBS), CBS Corp’s (NYSE: CBS.A), CBS’s Cash is disappearing before our Eyes, CBS’s Incredibly Shrinking Income, CBS’s Problems go Way beyond NFL, Is CBS Making Money?, Is Trump Responsible for CBS’s Woes?, racist reimagining of the Klingons., Will Amazon buy CBS?, Will Star Trek: Discovery Flop?

Acquiring CBS makes a lot of sense for the Everything Store. Owning CBS would give Amazon; a library of full popular shows, the TV and video rights to the Star Trek franchise, a news department, production facilities including a studio in Los Angeles, a sports department, and the right to show NFL games on Amazon Prime. Trump would hate that because it will probably end CBS’s gentle treatment of him.

The Death Spiral

Sears: the Horror Show Continues

September 11, 2017 daniel and New Jersey?, Colorado, Is Kmart pulling out of California, Kmart also seem to be abandoning its former home state of Michigan (, Michigan, New York, pretense that Sears and Kmart are viable retail brand, Sears did make a little money in third quarter 2017, Sears gets Worse Again, Sears Holdings (NASDAQ: SHLD), Sears is the Zombie of Retail, Sears: the Horror Show Continues, Sears’ assets, Will Kmart be gone by Next Year?

What is most disturbing about the latest closure list is that almost all but one of the Kmart stores are scheduled to close in mid-November before the beginning of the holiday shopping season. Sears has decided to throw in the towel and not even compete for Christmas shoppers this year.