Costco Wholesale (NASDAQ: COST) Archives - Page 5 of 5

daniel April 25, 2016 Bashas, Costco Wholesale (NASDAQ: COST), King Kullen, Kroger (NYSE: KR), Kroger is growing, Market Basket, Publix (OTC: PUSH, Raley’s, Stop & Shop, Supervalu (NYSE: SVU), There’s a Lot of Room for Kroger to Grow, Walmart (NYSE: WMT), Walmart is shrinking, Winn Dixie

Could Kroger become America’s Number One Grocer?

The nature of today’s grocery market gives Kroger a lot of room for low-cost growth. Deep discounting and intense competition are making it very hard for regional grocers to survive. News reports indicate that Kroger picked up Roundy’s and its $4.03 billion in revenue for just $800 million, because of losses the smaller chain faced.

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.

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Is Costco a Good Deal for Citigroup Investors?

If the news reports are accurate customers will love the new Costco Anywhere Visa Card, but it might not generate that much revenue for Citigroup.

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daniel March 30, 2016 Competitors are Undercutting Dollar Tree’s Prices, Costco Wholesale (NASDAQ: COST), Dollar General (NYSE: DG), Dollar Tree and Dollar General, Dollar Tree has More Cash, Dollar Tree is a value investment, Dollar Tree Stores (NASDAQ: DLTR), Dollar Tree’s business, Dollar Tree’s Questionable Future, Family Dollar, How Convenient are Dollar Stores?, So is Dollar Tree a Value Investment?, The Average Income for Dollar Tree’s Customers, The Average Income for Dollar Tree’s Customers is Dropping, Walgreen (NASDAQ: WBA), Walmart Stores Inc. (NYSE: WMT)

Dollar Tree and Family Dollar One Year Later: How are they doing?

Incomes for Dollar Tree’s target market, the lower class, fell even more. Pew reported that the average lower class household made $26,496 a year in 2000 and $24,074 in 2014. That is a $2,422 drop in income, meaning that the average lower-class household’s income has fallen by 10% in 15 years.

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daniel March 23, 2016 American Express, American Express (NYSE: AXP), American Express is losing revenue, Costco Wholesale (NASDAQ: COST), Discover and Amex card holders, Discover Android Pay, Discover Apple Pay, Discover delivered some glowing financial numbers, Discover Financial Services (NYSE: DFS), Discover is growing, Discover is the Card for Today, Is Discover Financial a Value Investment?, number of Discover card holders increased, PayPal Holdings Inc. (NASDAQ: PYPL), PayPal is an interesting threat to Discover, The Potential Threats to Discover’s Future

Is Discover Financial a Value Investment?

Discover Financial Services (NYSE: DFS) has long been a contrarian investors’ favorite because its revenue has been growing, even as

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Is Costco Wholesale Really Worth the Share Price?

The factors driving Costco’s success in Canada also push it forward at home in the United States as well. The median U.S. household income has stagnated in recent years. According to U.S. Census Bureau data, it was $53,657 in 2014, just a few hundred dollars higher than $53,105 in 2013 and $52,970 in 2012. That gives most Americans, like most Canadians, a strong incentive to shop at deep discounters such as Costco.

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daniel February 1, 2016 American Express (NYSE: AXP), American Express Earnings, American Express Results, American Express: Value Investment or Value Trap?, AMEX, Amex Earnings, Amex Results, Amex Stock, AXP, COST, Costco Wholesale (NASDAQ: COST), Is Amex a Value Trap?, Value Trap, Visa (NYSE: V)

American Express: Strong Company, Weak Brand

That means American Express is still a good investment even though it has a weak brand. The moral of the story is that a strong company can offset a weak brand, but a weak company can undermine even a great brand. For an example of a strong brand being dragged down by a weak company, see McDonald’s.

Market Commentary

daniel October 29, 2015March 25, 2016 Amazon could surpass Kroger as America’s third largest retailer within the next six months, Amazon is stealing business from Walmart, Amazon.com (NASDAQ: AMZN), Another Limit of Walmart, Costco Wholesale (NASDAQ: COST), Do We Have Too Many Discount Stores?, Dollar General (NYSE: DG), Dollar Tree Stores (NASDAQ: DLTR), Five Below (NASDAQ: FIVE), Has Walmart Reached the Limits of Growth?, How Walmart Profited from Income Inequality, Kroger Co. (NYSE: KR), many people can longer afford to shop at Walmart, middle-class shrinkage, One has to wonder if Walmart can survive the limits of discounting, Retail Apocalypse, stagnation and contraction of middle- and working-class wages in the United States, Target (NYSE: TGT), The limits of discounting mean that Walmart is no longer the surefire moneymaker it once was., There could simply be too many discount stores in the United States today., Walmart and the Limits of Discounting, Walmart could lose even more of its competitive advantage, Walmart Stores Inc. (NYSE: WMT), we will see the collapse of at least one major discount chain in the next few years.

Walmart and the Limits of Discounting

What this seems to indicate is not that Amazon is stealing business from Walmart but instead it is stealing revenue growth. Basically, the additional revenue in the economy that would have normally flowed to Walmart and other big box retailers seems to be flowing to Amazon.