In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche
Thus, I think the gig economy could collapse because gig economy success requires a large middle class with a lot of disposable income. However, we could soon return to a 1930s economy where only a minority has disposable income.
Read More
Consequently, I think Berkshire could add a vast amount of future value with a strategic purchase now. Companies Berkshire could buy include grocers; such as Kroger or the privately-held Safeway, Grubhub, Uber, Lyft, Ford (NYSE: F), railroads such as the Union Pacific (NYSE: UNP), CSX (NYSE: CSX), Netflix (NASDAQ: NFLX), Walgreens (NASDAQ: WBA), and the Canadian Pacific (NYSE: CP), and food makers such as General Mills (NYSE: GIS).
Read More
Thus Grubhub is changing its business model because of legal and political pressure. This will prompt investors to ask if Grubhub is making money?
Read More
Value investors are asking; “can machine learning save McDonald’s from shrinking revenues?” To clarify, McDonald’s (NYSE: MCD) spent over $300 million
Read More
Moreover Amazon is buying 20,000 Mercedes-Benz Sprinter vans from Daimler (OTC: DAI) for the third-party delivery network. In addition to vans, third-party delivery services get access to Amazon-branded uniforms, a fuel programs, and low-cost vehicle insurance.
Read More
GrubHub threatens Kroger (NYSE: KR) because of the size of its footprint and growth. For instance, GrubHub claims to serve over 1,700 American cities and 95,000 restaurants.
Read More
Thus Sysco (SYY) is a value investment because it operates one of America’s largest food distribution networks.
Read More
Second, McDonald’s now faces serious competition from supermarkets, Walmart (NYSE: WMT), convenience stores, and even Amazon (NASDAQ: AMZN). For example, Amazon’s Go cashierless convenience store sells a wide variety of readymade food.
In detail, Go is selling salads, sushi, sandwiches, soups, and other items. Many of those items sell for the same price as a Big Mac.
Unluckily for McDonald’s, Amazon Go is the latest entry in a crowded ready to eat market place. Kroger (NYSE: KR), in particular, has been pushing a wide variety of hot and cold ready to eat foods through its supermarkets for years.
Markedly, some Kroger Marketplace stores contain pizzerias, Asian cafes, and even cheese sandwich restaurants. Nor is Kroger alone, Amazon subsidiary Whole Foods sells an incredible variety of ready to eat foods.
This ready to eat revolution is a direct threat to McDonald’s because it offers a wide variety of consistent food at a competitive price. In addition, the ready to eat food is every bit as a fast and convenient as McDonald’s.
Read More
Such a deal will give Avis-Budget experience maintaining and deploying self-driving vehicles. It also puts it in a position to provide autonomous vehicles for ridesharing services like Uber and Lyft, and delivery services like GrubHub (NYSE: GRUB), Instacart, Parcel, and Shipt.
Delivery is going to be a huge market for self-driving vehicles because of the involvement of big retail. Walmart (NYSE: WMT) is planning to offer grocery delivery to 40% of the US population through services like Uber, Deliv, and Lyft. Target (NYSE: TGT) has bought the grocery delivery solution Shipt, and Kroger (NYSE: KR) is partnering with Instacart.
Read More
Likely responses to Walmart’s offensive might be Amazon’s acquisition of a traditional grocer like Safeway or Winn-Dixie, or Amazon or Target partnering with traditional grocers such as Publix. Kroger might respond by buying InstaCart and joining Google Shopping Express.
Read More