How Bed Bath & Beyond’s Valuation Stacks Up with Peers
Bed Bath & Beyond (BBBY) posted its third-quarter earnings on January 9, 2019.
Retail & Wholesale
Market Realist tracks the latest news on stock performance, acquisitions, and earnings in the retail and wholesale sectors.
How Best Buy’s Valuation Compares with Peers’
As of March 22, Best Buy’s (BBY) 12-month forward PE ratio was 12.3x, while specialty retail peers GameStop (GME) and Aaron’s (AAN) had PE ratios of 5.2x and 12.9x, respectively.
Dollar Tree’s Strategic Plans: Better Results in Fiscal 2019?
Analysts expect Dollar Tree’s sales to rise 3.8% to $23.7 billion in fiscal 2019. The adjusted EPS is expected to fall 2.2% to $5.33.
Do Analysts Expect JCPenney’s Revenue to Improve in 2019?
Currently, analysts expect JCPenney’s revenue to decline in fiscal 2019.
PayPal Is Left with Big Shoes to Fill in EMEA Leadership
The departure of PayPal’s (PYPL) longtime executive Louise Phelan leaves the company with big shoes to fill in a key market region.
How Did Kroger’s Margins Fare in 2018?
Kroger’s gross margin improved to 22.0% in the fourth quarter from 21.9% in the fourth quarter of fiscal 2017.
Could NIO Be on Warren Buffett’s Radar after Recent Stock Fall?
Chinese electric carmaker NIO (NIO) continued to burn cash in the fourth quarter.
The Top Five Investors in NIO, the ‘Tesla of China’
According to Reuters, Baillie Gifford was the largest investor in NIO as of December 31.
What’s Hurting CVS and Walgreens Stocks?
Walgreens Boots Alliance stock (WBA) fell 6.4% on March 1 after Baird’s reduction in target price.
Home Depot’s Valuation Compared to Its Peers
Among the 33 analysts that follow Home Depot, 72.7% recommended a “buy,” while 27.3% recommended a “hold.”
Why Wall Street Fell in Love with Electronic Arts Stock
Electronic Arts (EA) gained 6.8% today as of 10:45 AM EST.
Cloud Infrastructure Continues to See Spectacular Growth
The global cloud infrastructure space has continued to grow strongly.
Why Microsoft Bought DataSense
Microsoft (MSFT) recently announced that it had bought education data management platform DataSense from BrightBytes.
Amazon Is Trying New Cost-Cutting Approach
Amazon (AMZN) recently began using robots to deliver packages to customers in parts of Seattle on an experimental basis.
Digging Deeper into Lowe’s Strategies
After streamlining its business, Lowe’s is focusing on four key areas to drive its sales.
How Home Depot Aims to Drive Its Sales
Home Depot’s integrated retail strategy To counter Amazon (AMZN), Home Depot (HD) has been focusing on its integrated retail strategy, One Home Depot. The strategy integrates its offline and online channels to enhance customers’ experience, which could be hard for Amazon to replicate. In last year’s third quarter, the company’s online sales grew 28%, and […]
What Next for Amazon in India amid New Retail Rules?
India’s new e-commerce rules could make life tougher for Amazon and Walmart (WMT), according to CNN.
Why Whole Foods’ Losses May Not Bother Amazon
According to a recent Wall Street Journal report, Amazon’s Whole Foods business isn’t profitable despite its sales having increased since Amazon took over.
What Could Hurt Walmart’s Profitability in 2019?
Walmart (WMT) had impressive earnings in the first three quarters of fiscal 2019. Walmart beat analysts’ expectations.
Inside PayPal’s Marketing Spending
PayPal (PYPL) spent $326 million on marketing activities in the third quarter compared to $313 million in the second quarter and $285 million in the first quarter.
How PayPal Stock Compares to Its Peers
On December 28, PayPal (PYPL) opened the trading session at $85 and closed at $83.26. It posted an average volume of 6.85 million.
A Closer Look at Facebook’s Profitability Ratio
Facebook’s (FB) TTM (trailing -12- months) gross margin stands at 84.26%, compared to the industry and sector averages of 40.63% and 43.56%, respectively.
Why Wall Street Expects Kroger’s Revenue to Rise in 2019
In the first three quarters of 2018, Kroger (KR) posted revenue of $93.07 billion, which represents growth of 1.6% from $91.63 billion in the corresponding three quarters of the previous year.
Home Depot Has Outperformed Lowe’s Revenue Growth in 2018
In the first three quarters of 2018, Home Depot posted revenues of $81.71 billion—6.1% growth from $77.02 billion in the first three quarters of 2017.
Did AutoZone Resume Its Promotional Strategy in Q1 2019?
AutoZone’s performance is mainly divided into two business segments: DIY (do it yourself), or Retail, and DIFM (do it for me), or Commercial.
IBM Continues to Win Contracts for Its Blockchain Solutions
In July, IBM launched a blockchain solution specifically for the financial service industry, LedgerConnect.
The Real Reason IBM Acquired Red Hat
In October, IBM (IBM) shocked the world by acquiring Red Hat (RHT) for $34 billion, marking its largest acquisition to date.
Alibaba Foresees Tempered Revenue Growth amid US-China Worries
Alibaba reported soft revenues in the second quarter of fiscal 2019, as the e-commerce giant is struggling to gain momentum amid the growing tensions between the US and China.
Alibaba Grows Its Cloud Footprint in Europe
Alibaba (BABA) has recently opened its first data centers in the United Kingdom as it seeks to expand its cloud footprint in Europe.
Is China the Land of the Setting Sun?
China’s major indices are still down 25-30% this year alone.
Cold War 2.0: Why It Looks Like a Real Possibility
The trade war is expected to be a long-term affair, according to several observers including Alibaba’s (BABA) Jack Ma.
Can IBM’s Blockchain Retain Its Market Share?
According to a report by the IDC, total spending on the blockchain platform is expected to climb by 122% to $2.1 billion.
Net Margins for Alibaba and Amazon: A Comparison
Alibaba’s net income remained at 20.1 billion yuan in the quarter ended June 30, 2018, just like the quarter ended in June 2017.
How Alibaba’s and Amazon’s Operating Costs Have Grown
Alibaba’s operating expenses increased 92% to 29.2 billion yuan ($4.4 billion) in the quarter ended June 30, 2018.
Who Has Higher Gross Margins: Alibaba or Amazon?
Alibaba’s gross profit improved 14% to 37.2 billion yuan ($5.6 billion) in the quarter ended June 30, 2018.
Comparing Nordstrom’s Top-Line Growth with Peers’
Nordstrom’s (JWN) revenue grew 6.7% to $7.6 billion in the first half of fiscal 2018. In the second quarter, which ended on August 4, the company’s revenue grew 7.2% on a year-over-year basis to $4.1 billion.
How JD.com’s Segments Have Performed
JD.com’s (JD) essential reportable segments are the JD Mall and New Businesses segments.
Advance Auto Parts’ Valuation Multiples in Q3 2018
As of August 14, Advance Auto Parts’ forward EV-to-EBITDA multiple was 10.8x. Currently, Advance Auto Parts’ forward PE multiple is 20.8x.
Comparing Etsy’s Valuation to Its Peers’
Analysts expect Etsy’s 2018 revenue to be $588.7 million, up 33.4%, while its EPS are expected to be $0.47 compared to $0.48 in 2017.
Why IBM’s Cloud Vendor Ranking Is Sliding
IBM’s (IBM) ranking among cloud vendors is sliding, and it turns out Alibaba (BABA) and Alphabet’s (GOOGL) Google may have played a role in its repositioning.
What Did Alibaba See in Trendyol?
Alibaba (BABA) recently struck a deal to buy a stake in Turkey-based online marketplace Trendyol.
A Look at GoPro’s Marketing and Distribution Strategy
GoPro (GPRO) has a multichannel marketing strategy across social media platforms.
How Oracle’s Soar Could Help It in the Cloud Space
Earlier, we discussed Oracle’s newest offering, Oracle Cloud, which will ease the migration of ERP (enterprise resource planning) systems to the cloud.
Kroger’s Key Revenue Drivers ahead of Its Fiscal Q1 Results
Kroger’s management expects its same-store sales to reach 1.5%–2.0% during fiscal 2018.
Dollar General versus Dollar Tree: A Quick Look
The US dollar industry is highly concentrated and dominated by two major players, Dollar General (DG) and Dollar Tree (DLTR).
CVS Health and Walgreens: Financial Health
CVS recorded total sales of $186 billion (+4% YoY) in the last 12 months. The Pharmacy Services segment was the company’s biggest moneymaker.
CVS Health versus Walgreens: Comparing Pharmacy Giants
Around 70% of the US population lives within three miles of a CVS store, while more than 75% of the population lives within five miles of a Walgreens store.
Mattel: S&P 500’s Top Gainer on May 15
Mattel, which is an American multinational toy manufacturing company, was the S&P 500’s top gainer on May 15.
Why Walmart’s International Strategy Bodes Well for Growth
Walmart (WMT) is reshaping its international strategy, which augurs well for long-term growth. As competition heats up in the domestic market, Walmart is looking eastward to accelerate growth.
What Are Kohl’s Other Growth Strategies?
Under its Greatness Agenda strategy, Kohl’s is revamping its merchandise offerings, emphasizing the omnichannel experience, and optimizing its marketing spending.