Market Mad House

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

Barnes & Noble (NYSE: BKS)

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
The Junk Pile

Is Barnes & Noble Making Money?

A fascinating conclusion that can be made here is that Barnes & Noble’s business is more stable than is commonly believed. There is a possibility that store closings might plateau and the store might keep operating for a few more years or even decades.

Barnes & Noble’s footprint is shrinking but not as fast as is commonly thought. It operated 640 stores at the end of 2016, and 633 at the end of 2017, Statista reported. That is down from the peak 726 stores in 2008, but hardly the massive die-off most of us would expect.

Read More
Crazy StocksThe Death Spiral

Can Barnes & Noble be saved??

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.

Read More

How and why is Barnes & Noble Surviving?

The age of Amazon (NASDAQ: AMZN) presents many mysteries to analysts, one of the greatest being; how is Barnes &

Read More
Grocery WarsOpportunities

What Will Amazon Acquire Next?

The question we need to ask is: “what companies will Amazon acquire next?” Some probable candidates for Amazon acquisition include:

Read More
Grocery Wars

Kroger is winning the Grocery Wars; Amazon has Bought Whole Foods

Kroger (NYSE: KR) and Walmart (NYSE: WMT) are winning the grocery wars. Whole Foods Market (NASDAQ: WFM) has given up

Read More
The Death Spiral

The Strange World of Barnes & Noble

Like other category killers such as Bed, Bath & Beyond (NASDAQ: BBY) and Toys R Us, Barnes & Noble is struggling to simply survive in today’s retail environment. To do that, the company has to provide both deep discounts and a really fun shopping experience to customers.

Read More