Market Mad House

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

Search Results for: Aldi

Grocery Wars

Target is Accepting Google Pay

Under these circumstances, Target could make or break both Apple Pay and Google Pay. In particular, a big Apple Pay hack could send Apple and Target’s stock prices tumbling and drive Tim Cook into retirement.

Read More
The Death Spiral

Will Abercrombie & Fitch (ANF) Die this Holiday Season?

The situation is not that bleak for Abercrombie & Fitch because of the clothing market’s decentralized nature. To clarify, there is more than enough market share for Abercrombie & Fitch (ANF) to survive.

Notably, Amazon Prime had 95 million subscribers in June 2018 up from 85 million in June 2017, Statista calculates. Thus, Amazon Prime is the fastest growing and most important retail outlet in America.

Read More
Cryptocurrency

Apple Pay in Germany and Shipping to Different Addresses with Apple Pay

Thus, Apple Pay is more widely accepted in Germany than in the United States. For example, America’s largest retailer Walmart (NYSE: WMT) and largest standalone grocer Kroger (NYSE: KR) refuse to accept Apple Pay.

Read More
Grocery Wars

Why Sprouts (SFM) cannot survive

Sprouts’ dilemma is that Amazon is just one of its competitors. Besides Amazon sprouts has to compete with Kroger (NYSE: KR), Walmart (NYSE: WMT), Aldi, and Target (NYSE: TGT) to name just a few.

For example, Kroger has a close relationship with Instacart and it is America’s largest organic grocer. For example, Kroger sold $1 billion worth of organic produce in 2017, Progressive Grocer estimates. In addition, Kroger sold $2 billion worth of its Simple Truth organic grand in 2017, Progressive Grocer calculates.

Under those circumstances, I cannot see how Sprouts can compete and survive as an independent company. Instead, Sprouts’ future will be as part of a larger organization – such as Aldi Nord or Kroger.

Read More
Grocery Wars

Target (TGT) Battles for Survival

The goal of Smartly; however, is also to counter Amazon (NASDAQ: AMZN). Target’s management hopes Smartly will lure in customers by offering prices lower than anything Amazon can provide.
Few retailers are in more danger from Amazon than Target. Amazon competes for Target’s core customer base; the urban and suburban middle class, in particular.
For example, Target’s target customer is a 35-year-old suburban soccer mom. Unfortunately, that soccer mom is the person most likely to belong to Amazon Prime.
An obvious use of Smartly is to get people under 30 (Millennials) used to shopping at Target. Target hopes to turn those Millennials into loyal customers by the time they have kids.

Read More
Market Insanity

Does All In’s Success Prove WWE is Finished?

All In demonstrates that YouTube is a more powerful media than cable TV.

Moreover, Alphabet (NASDAQ: GOOG) is responsible for All In’s success. All In demonstrates that YouTube is a more powerful media than cable TV. Being the Elite and all the video of New Japan, Ring of Honor, and other shows on YouTube made All In possible.
Therefore, WWE’s focus on cable TV and Facebook (NASDAQ: FB) video is probably a waste of time of and money. A smart move for WWE would be to cancel Miz & Mrs. and spend the money saved on hundreds of YouTube videos.

Read More
Grocery Wars

Is Big Lots Losing Money?

Big Lots survival might be impossible when its direct competitor is Amazon which had $27.05 billion in cash and short-term investments on 30 June 2018.

The real threat to Big Lots is not Amazon but changing consumer behavior. People are no longer willing to settle for what is available in the neighborhood.

Today’s shoppers are skeptical of all bargains, deals, and discounts. Instead of being excited when they see something offered for half price at Big Lots they ask, “what’s the problem?”

These new mentalities are fatal for a company that specializes in quick sales of unique bargains. Beyond that, Big Lots deals are not that special anymore. Anybody with internet access, (95% the population) has access to bigger retailers with better deals. To add insult to Big Lots injury many of those retailers offer free delivery.

Read More
The Death Spiral

Is Lowe’s Losing Money?

America’s home improvement crisis is hurting the home-improvement business. Logically, this will cause values investors to ask is Lowe’s making money?

Interestingly, the changing economy benefits Lowe’s by speeding up the transition to rentals. A long-term opportunity for Lowe’s is the huge number of homes owned by Baby Boomers (persons between 53 and 72 years of age).

Read More
OpportunitiesThe Junk Pile

The Slow Agonizing Death of Barnes & Noble

The most logical future for Barnes & Noble would be for Amazon to buy it. Owning Barnes & Noble would make a lot of sense for Amazon.

Such an acquisition would give Amazon 630 locations across the US to use as pickup and drop-off locations for merchandise and returns. Logically, local Barnes and Noble stores can function as neighborhood fulfillment centers for same-day delivery.

Read More