Aldi Archives - Page 2 of 2 - Market Mad House

daniel December 22, 2016 Aldi, Amazon (NASDAQ: AMZN), economy of scale, Is Kroger a Good Investment?, Is Kroger Making Money?, Kroger (NYSE: KR) is now growing faster than either Walmart (NYSE: WMT) or Costco Wholesale (NASDAQ: COST), Kroger actually added more revenue during third quarter 2016 than either Walmart or Costco, Kroger is in a pretty good position right now, Kroger is making some money, Kroger’s Expansion is Paying Off, Kroger’s profits, Kroger’s Revenues Growing Faster than Costco’s

Surprise; Kroger’s Revenues Growing Faster than Costco’s

During third quarter 2016, Kroger’s revenues increased by $1.48 billion. Costco’s revenues grew by $880 million in the same quarter and Walmart’s expanded by $770 million. Kroger reported $112.41 billion in revenues in July that grew to $113.89 billion October; Costco reported $118.72 billion in revenues in August that grew to $119.60 billion in November, and Walmart reported revenues of $483.83 billion in July and $484.60 billion in October.

Grocery Wars

daniel September 30, 2016 Aldi, Are Prescription Drugs Deflation Proof?, CVS Health (NYSE: CVS), deflation, How Deflation Hurts Kroger, How Kroger Could Use the Rite Aid Locations, Kroger (NYSE: KR), Rite Aid (NYSE: RAD), Supervalu (NYSE: SVU), Target (NYSE: TGT), Walgreen (NASDAQ: WBA), Walgreen’s Woes are Kroger’s Opportunity, Walmart (NYSE: WMT), Walmart Neighborhood Market

Deflation Explains Why Kroger might be interested in Rite Aid

The danger here is that Kroger’s operating margins are very thin. The company reported a free cash flow of just $24 million; on revenues of $112.41 billion on July 31, 2016. That made for a profit margin of just 1.44%. To make matters worse Kroger has very little float it; had just $319 million in the bank on July 31, 2016, even though it reported generating $5.11 billion in cash from operations.

Grocery Wars

daniel April 27, 2016 Aldi, Can Colgate Palmolive Survive?, Colgate-Palmolive, Colgate-Palmolive (NYSE: CL), Colgate-Palmolive’s cash from operations, Costco Wholesale (NASDAQ: COST), Is it Time to Dump Consumer Staples Stocks?, Is the Retail Apocalypse Coming home to Colgate-Palmolive?, Proctor & Gamble (NYSE: PG)

Can Colgate Palmolive Survive?

Instead value investors looking to make a consumer defensive-play should consider retailers like Costco, Kroger, Walmart and Walgreen. Those companies are best poised to take advantage of the new retail realities with deep discounting and large footprints that provide the low prices today’s consumer wants.

Grocery Wars Long Ideas Thrift

daniel April 17, 2016 Aldi, Amazon (NASDAQ: AMZN), Costco Wholesale (NASDAQ: COST), Dollar General (NYSE: DG), Dollar Stores, Dollar Tree (NASDQ: DLTR), Home Depot (NYSE: HD), Kroger (NYSE: KR), Lowe’s (NYSE: LOW), People are driving less, rising income inequality, The decline of brands, The Ten Greatest Threats to Walmart, threat to Walmart, Threats to Walmart, Trader Joe's, Wage Stagnation, Walgreens (NASDAQ: WBA), Walmart (NYSE: WMT), Walmart.com

Ten Threats to Walmart

Much of Walmart’s success has been based upon its ability to deliver name brands at much lower price than competitors. This is threatened because Americans are no longer buying name brands. Three of the fastest growing retailers; Aldi, Costco and Trader Joe’s, base their business model on a limited selection of low-cost but high-quality private label products.

Crazy Stocks Grocery Wars

daniel April 13, 2016 365 by Whole Foods Market, Aldi, Can Whole Foods Avoid Roundy’s and Fresh Market’s Fate?, Harris Teeter, Kroger (NYSE: KR), Kroger is winning the Organic Grocery Wars, Main & Vine, Organic Grocery Wars, Roundys, Sprouts Farmers Market (NASDAQ: SFM), The Fresh Market (NASDQ: TFM), Trader Joe's, Whole Foods is in a Bad Place, Whole Foods Market (NASDAQ: WFM), Whole Foods Wants a Piece of Aldi’s Action, Whole Paycheck

Can Whole Foods Market Avoid the Death Spiral?

More importantly, Kroger has reported 49 quarters of same store growth as of second quarter 2016. One has to wonder how Whole Foods is supposed to be able to compete with that.

Long Ideas Stocks Thrift

daniel March 17, 2016 Aldi, Cub Foods, Farm Fresh, Hornbacher’s, Kroger acquisition, Kroger Acquisition Target, Likely Kroger Acquisition Target, Save a Lot, Shop ‘N Save, Shoppers, Supervalu (NYSE: SVU), Supervalu: A Likely Kroger Acquisition Target, Why Kroger Bought Roundy’s, Why Kroger Might Say No to Supervalu, Why Supervalu Will Soon Be for Sale, Would Kroger Buy Supervalu?

Would Kroger Buy Supervalu?

One has to wonder, would Kroger buy it or simply buy some of the assets of all or some of the supermarket brands it owns? A Kroger play for Supervalu is a strong possibility simply because the company is extremely cheap right now. Expect to see something happen at Supervalu this year, possibly a Kroger acquisition.

Long Ideas

daniel February 9, 2016 Aldi, Aldi Coming, Aldi in America, Aldi Is No Threat to Kroger, Aldi vs Dollar Stores, Cashing In on Income Inequality, Dollar General (NYSE: DG), Dollar Tree Stores (NASDAQ: DLTR), Income Inequality, Kroger (NYSE: KR), Kroger vs. Aldi., Tesco (NASDAQ: TESO), Walmart Has Cloned Aldi, Walmart Neighborhood Market, Walmart Stores Inc. (NYSE: WMT)

Could Aldi Kill the Dollar Stores?

Aldi is a potent force that is already changing the American grocery business. It may not threaten the big guys, but Aldi will certainly change how and where Americans shop for milk and potato chips.