Macy’s (NYSE: M) Archives - Page 4 of 5

Market Mad House

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

daniel September 14, 2016 Amazon (NASDAQ: AMZN), Are Customers Deserting Target?, CVS Health (NYSE: CVS), Dollar General (NYSE: DG), Dollar Stores Boom at Target’s Expense, Dollar Tree (NASDAQ: DLTR), Is Jet Hurting Target?, JC Penney’s (NYSE: JCP), Kroger (NYSE: KR), Macy’s (NYSE: M), Sears (NASDAQ: SHLD), Target (NYSE: TGT), Target Feels the Amazon Effect, Target has some Things Going for It, Target is a Good Contrarian Investment, Walgreen (NASDAQ: WBA), Walmart (NYSE: WMT)

Target’s Summer of Pain, the Revenue Collapse Continues

It might be a coincidence but Jet’s revenue claims seem to match the drop in revenues at Target. In February 70% of Jet sales were from first time buyers. Particularly to worrisome to Target should be the fact that 81% of shoppers were unaware of Jet’s existence. That means it has a lot of room to grow and Walmart is now behind it.

Market Insanity

daniel September 13, 2016 Amazon (NASDAQ: AMZN), Business and tax revenue fell by €1 billion, Dollar General (NYSE: DG), Dollar Tree Stores (NASDAQ: DLTR), How ISIS could make the Retail Apocalypse Worse, Income Inequality is Squeezing Dollar Stores, Macy’s (NYSE: M), SIS attack on Black Friday, Target (NYSE: TGT)

How Terrorism could Help Amazon, Dollar Stores squeezed by Income Inequality

A terrorist attack would wreak real havoc on US retail at a time when Macy’s (NYSE: M) is closing 100 stores and Target (NYSE: TGT) reported a $920 million decline in revenue. It would also accelerate trends that are pushing Amazon.

The Death Spiral

daniel September 8, 2016September 8, 2016 Amazon (NASDAQ: AMZN), Amazon is 10 Times Bigger Than Penney’s, Are Department Store Customers Dying Off?, Best Buy (NYSE: BBY), Costco Wholesale (NASDAQ: COST), Home Depot (NYSE: HD), Is Penney’s Making Money?, JC Penney (NYSE: JCP), JC Penney is moving back into the appliance business, legacy retailers, Lowe’s (NYSE: LOW), Macy’s (NYSE: M), Penney’s is definitely not making money, Retailers Pick Each Other’s Bones, Sears (NASDAQ: SHLD), The Dark Side to Penney’s Growing Revenues, Walmart (NYSE: WMT)

Treading Water is good; JC Penney demonstrates how Awful Retail is

JC Penney (NYSE: JCP) is demonstrating how awful things are for brick and mortar retail with its revenues. Tiny revenue

Grocery Wars

daniel September 1, 2016 Amazon (NASDAQ: AMZN), Amazon is the ultimate retail job killer, Kroger (NYSE: KR), Macy’s (NYSE: M), Target (NYSE: TGT), Technological Unemployment Grows, The Bleak Future of the American Middle Class, the New Class Warfare, Walmart Kills Seven Thousand Jobs, Walmart Stores Inc. (NYSE: WMT)

Technological Unemployment Grows Worse Walmart Kills 7,000 Jobs

Walmart’s actions show us what a huge problem technological unemployment is becoming. It is hard to automate labor intensive jobs like bagging groceries or stocking shelves, but easy to automate clerical work. After all most clerical work can be done by an algorithm that works for free, but an algorithm cannot stock a shelf.

Grocery Wars

daniel August 31, 2016 Amazon (NASDAQ: AMZN), Costco Wholesale (NASDAQ: COST), Has Walmart really turned Around?, Is Walmart Making Money?, Macy’s (NYSE: M), Sams Club, Target’s (NYSE: TGT) d, Walgreen (NASDAQ: WBA), Walmart (NYSE: WMT), Walmart a total revenue growth rate of just .5%, Walmart is Still Undervalued, Walmart Loses Money outside the United States, Walmart Reports Growing Traffic Falling Sales, Walmex

Has Walmart really turned Around?

The only bright spot here is that Amazon does not appear to be taking business from Walmart. Instead it appears that Amazon’s growth is coming at the expense of more upscale retailers such as Target and department stores like Macy’s (NYSE: M). Macy’s sales are so bad that chain is planning to close around 100 stores this year.

Grocery Wars

daniel August 17, 2016 Amazon (NASDAQ: AMZN), Chipotle (NYSE: CMC), Costco, Costco Wholesale (NASDAQ: COST), Costco’s liquor business, Dollar General (NYSE: DG), Domino’s (NYSE: DPZ), How Kroger’s Marketplace Threatens Amazon, Kroger (NYSE: KR), Kroger Marketplace, Kroger’s gigantic Marketplace stores, Macy’s (NYSE: M), major threat to Whole Foods, Target (NYSE: TGT), Target and Walmart, Uber, Walmart (NYSE: WMT), Whole Foods Market (NASDAQ: WFM)

Kroger’s Threat to Walmart, Target, Costco and Amazon Revealed

The Marketplace is also a potential threat to Amazon because it could be used as a combination store and fulfillment center; something that Kroger’s King Soopers subsidiary is already experimenting with in Denver. I’ve actually been shopping there and seen employees pulling online orders from the shelves.

Grocery Wars

daniel August 15, 2016 advance monthly sales for retail, Amazon (NASDAQ: AMZN), Are Drugstores Really Growing?, Census Bureau Data, Census Bureau Retail Numbers, Costco Wholesale (NASDAQ: COST), CVS Health (NYSE: CVS), Electronics and appliance sales, Kroger (NYSE: KR), Lowe’s (NYSE: LOW), Macy’s (NYSE: M), Proctor & Gamble (NYSE: PG), Sales at department stores fell by 3.9%, Sears (NASDAQ: SHLD), US Retail Sales Stagnant, Walgreens (NASDAQ: WBA), Walmart (NYSE: WMT), Why Walmart Bought Jet

US Retail Sales Stagnant

Americans have become far more selective about their spending; and old-fashioned 1980s style conspicuous consumption and shopping for shopping’s sake is out. Americans are shopping less and spending only on the things they really need or care about.

Market Insanity

daniel August 14, 2016 Alphabet (NASDAQ: GOOG), Amazon (NASDAQ: AMZN), Android Pay, Apple Afraid Banks would Compromise Security, Apple Inc. (NASDAQ: AAPL), Apple Pay, Apple Pay and Dying Retailers, Bendigo and Adelaide Bank, Macy’s (NYSE: M), National Australian Bank, The Commonwealth Bank of Australia, Walmart Stores (NYSE: WMT), Westpac

Apple Battles Banks in Australia

It looks as if Apple Pay is a niche solution that may never get widespread acceptance. Instead of a massive payment platform like Visa (NYSE: V), Apple Pay may end up as a niche player in payments similar to Discover (NYSE: DFS).

The Death Spiral

daniel May 30, 2016December 6, 2016 Best Buy Company (NYSE: BB), Best Buy has fewer customers, Best Buy is too risky, Conn’s (NASDAQ: CONN), Conn’s revenue, Is Best Buy a Good Investment?, Macy’s (NYSE: M), Middle Class Shrinkage could be Hurting Best Buy, Retail Apocalypse, Target (NYSE: TGT)

Best Buy’s Stagnant Revenue

It looks as if Best Buy is only capable of very limited income growth – that can be attributed to inflation rather than increased sales. It seems to have reached a certain level of revenue and is just sitting there. Despite reports of an economic recovery; Best Buy is struggling to maintain its current level of revenue.

The Death Spiral

daniel May 20, 2016 Dillard’s (NYSE: DDS), Doomsday for Office Depot, Has Target entered the Death Spiral?, Is Macy’s the New Sears?, Is Walmart coming back?, Macy’s (NYSE: M), Macy’s revenue has fallen by $1.49 billion, Macy’s revenues fell, Office Depot (NASDAQ: OD), Retail Apocalypse, Sears Holdings (NASDAQ: SHLD), Staples (NASDAQ: SPLS), Target (NYSE: TGT), Target’s revenues plummeted by $920 million, Walmart Stores Inc. (NYSE: WMT)

The Retail Apocalypse Hits Wall Street

With numbers like these, one has to wonder if Macy’s and Dillard’s businesses are sustainable. These companies will have to make major numbers of store closings and other cutbacks just to stay in operation.