Amazon (NASDAQ: AMZN) Archives - Page 4 of 19

daniel October 10, 2018 Amazon (NASDAQ: AMZN), Can Target (TGT) compete with Amazon?, Is Target (TGT) a Great Dividend Stock?, Is Target (TGT) Making Money?, Smartly, Target (NYSE: TGT), Target (TGT) Battles for Survival, Target (TGT) joins the race to the bottom, Target (TGT) needs more cash to fight Amazon, Target (TGT) will need more cash to compete with Amazon, Target (TGT) will Thrive in the Age of Amazon, Will Acquisition help Target Fight Amazon?, Will Smartly help Target (TGT) Battle Dollar Tree or Amazon?, Will Teaming up Save Retailers like Target (TGT)

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.

Grocery Wars

daniel October 4, 2018October 5, 2018 Amazon (NASDAQ: AMZN), Amazon Go, Could Rewards Points help Kroger and Walgreens Fight Amazon?, Kroger (NYSE: KR), Kroger and Walgreens, Kroger and Walgreens Team Up for Pickup, Kroger at a Glance, Kroger/Walgreen hybrid, Ocado Group PLC (LON: OCDO), Walgreens and Amazon unite to fight Amazon, Walgreens Boots Alliance (NASDAQ: WBA), Walgreens Boots Alliance at a Glance, Why Kroger and Walgreens Need Each Other, Why Walgreen is teaming up with Kroger, Will Kroger Merge with Walgreens?, Will Single Payer Drive a Walgreens/Kroger Merger?

Kroger and Walgreens Team Up for Pickup

A Kroger/Walgreen hybrid is an obvious use of the capabilities provided by Ocado. A robotic fulfillment center could obviously support both Kroger supermarkets and Walgreen drugstores.

Moreover, a Walgreen drugstore is a logical addition to the 2,782 supermarkets Kroger operates. In addition, Kroger food brands like Simple Truth will be a logical addition to Walgreens inventory.
Importantly, Kroger operates 37 food manufacturing facilities across the United States. Therefore, Kroger offers Walgreens a source of low-priced food products to counter Amazon’s discounting.
Equally important is Kroger’s ability to provide hot takeout meals, meal kits, deli foods, and hot entrees to Walgreen. Markedly, Kroger has a good relationship with the delivery specialist Instacart.
Additionally, an obvious use for Instacart is delivery of Walgreens prescriptions. America’s growing legion of senior citizens will be obvious customers for prescription delivery.

The Death Spiral

daniel October 1, 2018October 2, 2018 Amazon (NASDAQ: AMZN), Facebook and Macy’s, Is Macy’s Making Money?, Macy’s (M), Macy’s (M) and Facebook offer Shopping as Entertainment, Macy’s (M) faces a Classic Retail Dilemma, Macy’s (M) is dying can Facebook save it?, Macy’s (M) needs more Cash Flow and Cash, Macy’s (NYSE: M), Macy’s needs more Customers, the Department Store Death Spiral, The Market@Macy’s, Will Pop Stores Save Macy’s (M)?

Macy’s (M) is dying can Facebook save it?

Small-box concepts like Nordstrom Local and Home Goods also have lower real estate and labor costs. They could easily use such small-box concepts as pickup locations for online orders.

Popup stores; like The Market@Macy’s, are a classic solution for this dilemma. For instance, Macy’s could rent or lease space to pop up store operators.

Macy’s (M) might interest electronics, auto and other brands in pop-up stores. For example, Tesla (NASDAQ: TSLA) operates auto showrooms in some Nordstrom locations.

Obvious brands for Macy’s to tap for pop-ups include Apple (NASDAQ: AAPL), Toyota (NYSE: TM), Ford (NYSE: F), General Motors (NYSE: GM), The Walt Disney Company (NYSE: DIS), Amazon, and clothing makers. A fascinating idea for Macy’s to consider is Amazon Go in Macy’s.

Grocery Wars

daniel September 13, 2018September 13, 2018 Amazon (NASDAQ: AMZN), Amazon Fresh, Amazon Go, Can Can Kroger (NYSE: KR) Compete with Amazon?, Can Kroger (NYSE: KR) Survive?, Kroger (NYSE: KR), Kroger (NYSE: KR) is still a great Contrarian Investment, Kroger (NYSE: KR)is Spending More Money to Make Less Money, Ocado Group PLC (LON: OCDO), Why Kroger (NYSE: KR)Might Not Make Much Money from Delivery, Why you need to take a second look at Kroger (NYSE: KR) Stock

Can Kroger (NYSE: KR) Survive?

Normally nobody would ask if a company that reported $122.662 billion in revenues last year can survive. We are not

Grocery Wars

daniel September 11, 2018 Amazon (NASDAQ: AMZN), Amazon will not approach Walmart’s revenues soon, Has Walmart Lost its Historic Edge?, Is Walmart Amazon Proof?, Walmart (NYSE: WMT), Walmart approaches $500 Billion in Revenue, Walmart Dividend, Walmart is making a lot of Money, Walmart is the World’s Largest and Richest Retailer, Walmart Revenue, Walmart Stock, Walmart’s Revenues

Walmart approaches $500 Billion in Revenue

Obviously, Walmart and not Amazon is the world’s largest and richest retailer. More importantly, Amazon will not approach Walmart’s revenues soon.

Therefore, Walmart can sink money into its online operations; automated stores, and new technology. As a result Walmart will probably be able to keep up with Amazon; and possibly block its entry into some markets.

The moral of the store is do not count Walmart out. The world’s largest retailer has the resources to maintain its dominance for decades to come despite Amazon’s explosive growth.

Market Insanity

daniel September 10, 2018 Amazon (NASDAQ: AMZN), Amazon Jobs, Amazon Jobs are Terrible Wealth Redistribution Mechanisms, Are Amazon Jobs a Drain on Society?, Government-mandated jobs creation, Government-mandated jobs creation raises serious ethical problems., How Amazon Jobs Trap People in the Lower Working Class, Jobs are Not the Answer to Poverty, Jobs Do Not Guarantee Wealth, jobs for wealth redistribution, The Troubles with Wealth Distribution by Jobs, Will a $15-an-Hour Minimum Wage really help the Working Class?

Amazon Jobs are Terrible Wealth Redistribution Mechanisms

The poster child for jobs’ failure to redistribute wealth is Amazon (NASDAQ: AMZN) where CEO Jeff Bezos is reputedly worth $150 billion. The average salary for an Amazon fulfillment or warehouse “job” is $26,000; a year or $13 an hour, Glassdoor estimated. If he or she is lucky that associate can receive $980 in cash bonuses, a stock bonus of $1,111 and profit sharing of $1,016.

Grocery Wars

daniel August 31, 2018 Amazon (NASDAQ: AMZN), Amazon Coins, Amazon’s Income is Exploding, Cash is Amazon’s Secret Weapon, How Cryptocurrency can Help Amazon Disrupt Everything, How Far can Amazon Disrupt?, How Much Longer will Amazon’s Ability to Disrupt Last?, Ocado Group PLC (LON: OCDO), The Disruption Machine, Who can compete with Amazon?

Is Amazon Sustainable?

Therefore, Amazon’s ability to disrupt will remain as a long it generates vast amounts of cash. Jeff Bezos has not built a company he has created a disruption machine that thrives on chaos.

There are some potential threats to the disruption machine. The greatest of which is economic collapse.

Geography is the other limit on Amazon’s disruptive capabilities. There are only so markets it can disrupt.

The Death Spiral

daniel August 25, 2018 Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Best Buy (NYSE: BBY), Best Buy Needs to work with Amazon Google and Apple not against them, Cash Flow Explains why Best Buy Bought Great Call, Geek Squad, Great Call, How safe is the Best Buy Dividend?, Is Best Buy a Value Investment?, Jitterbug, Mr. Market overvalues best Buy, smartphone for dummies, What’s wrong with Best Buy’s Great Call Acquisition?, Will Best Buy Die?

Will Best Buy Die?

By acquiring Great Call, Best Buy is competing directly with Apple, Amazon, and indirectly with Alphabet. I cannot see how Best Buy can win that battle.
I see two big problems with Great Call that can make it a drain on Best Buy’s bottom line.
Great Call is a direct marketing company. It sells specific products directly through various channels. Best Buy is a general-purpose retailer that sells a wide variety of products and services through brick and mortar stores. I do not see the synergy there.

Crazy Stocks

daniel August 23, 2018August 24, 2018 Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Are the NaMPOF stocks better than the FANG Stocks?, Facebook (NASDAQ: FB), FANG Stocks, FANG Stocks for Value Investors, Google (NASDAQ: GOOG), Microsoft (NASDAQ: MSFT), NAMPOF an Alternative to Fang Stocks, Netflix (NASDAQ: NFLX), NVIDIA (NASDAQ: NVDA), Oracle (NYSE: ORCL), PayPal (NASDAQ: PYPL), the NAMPOF, What is wrong with the FANG Stocks?

NAMPOF an Alternative to Fang Stocks

You can think the NAMPOF of as a FANG for value investors. Holdings in NAMPOF are more diversified than FANG and some of them generate dividend income.

It diversifies NAMPOF because NVIDIA and Apple are hardware makers and PayPal is in finance. FANG scares me because it is almost all software based. Something I dislike about FANG is the lack of a financial stock.

Containing six stocks further diversifies. Four NAMPOF stocks; Apple, NVIDIA, Oracle, and Microsoft, are proven moneymakers.

I consider PayPal and Facebook speculative because they base their businesses on growth. However, both companies have showed the capability to generate vast amounts of cash.

I designed the NAMPOF to offer a little more than safety and income than FANG at a comparable rate of growth.

Grocery Wars

daniel August 16, 2018 Aldi and Kroger (NYSE: KR), Amazon (NASDAQ: AMZN), Amazon (NASDAQ: AMZN) and Walmart (NYSE: WMT), Best Buy (NYSE: BBY), Costco vs. Amazon, Costco vs. Kroger, Costco vs. Target, Costco vs. Walmart, Costco Wholesale (NADAQ: COST), e-commerce retailers, Home Depot and Lowes, incredible sales, informative infographic, Lowe’s (NYSE: LOW), Macy’s (NYSE: M), Online vs Offline Stores, People enjoy the shopping experience, Target (NYSE: TGT), The Facts About Online vs Offline Stores In 2018, Walgreens (NASDAQ: WBA), Walgreens vs TGT

The Facts About Online vs Offline Stores In 2018

Some of the biggest brands out there made the move to online retail a good few years ago, and although the infographic created by Red Brain shows they have had some incredible sales, it is nothing compared to what their sales are in their physical stores.

Although people appreciate a brand being online, they are not ready to see their favourite brands disappear from the high streets completely.