Market Mad House

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

Walgreens Boots Alliance (NASDAQ: WBA)

Opportunities

Walgreens Pulling back from Ecommerce

Walgreens was not able to compete directly with Amazon online. The online-retail Goliath threatens Walgreens; which is heavily reliant on sales of beauty products, nonprescription drugs and toiletries.

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Market Insanity

Can Walgreens Survive Brexit?

The most interesting twist in this saga is that it appears Walgreen Boots Alliance can survive without Rite Aid, but Rite Aid might perish without Walgreen. The May 31 numbers show that Walgreen is making money but Rite Aid is not.

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Grocery WarsOpportunitiesUncategorized

Is the Walgreens’ Rite-Aid Deal Dead?

Another possibility is that Walgreen will dismember Rite Aid in order to comply with the FTC’s wishes. The larger drug store operator might sell off a large percentage of Rite Aid’s stores, and keep just the ones it wants.

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Grocery WarsLong IdeasStocksThrift

Why Have Proctor & Gamble’s Revenues Collapsed?

These numbers show us that Proctor & Gamble is a great company with a good business model that generates a lot of float. It has a lot of cash and that cash is increasing. These numbers mean that the revenue losses might not affect the company’s long term operations.

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The Death Spiral

The Retail Apocalypse: It’s Far Worse than You Think

A side of effect of shrinking incomes is the dramatic increase in aggressive discounting. Discounters grow because they can offer lower prices. When they reach a certain size, discounters get enough leverage to force suppliers to lower costs, which makes even deeper discounts possible.

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