Retail & Wholesale

Congress has passed a law that could be a precursor to delist Chinese companies if they don't comply with audit requirements.

The Chinese stock market rose by 150% 15 months before June 2015. Approximately 12 million Chinese citizens opened trading accounts in May 2015 alone.

Alphabet (GOOGL) has several branches, and Google is the branch that looks after its smart speaker business.

As of December 21, 2017, Bed Bath & Beyond (BBBY) stock was trading at $21.50. That same day, analysts were expecting the stock to reach $22.78 in the next 12 months.

In fiscal 2014, Nordstrom’s operating margins declined by another 9.8% on the heels of a 10.8% decline in fiscal 2013.

Facebook’s net profit was $3.9 billion in 2Q17, up from $2.3 billion in the corresponding quarter a year earlier.

Microsoft, Amazon, and other vendors are pursuing a $278.3 billion revenue opportunity in the global public cloud market, according to the latest Gartner estimates.

Costco (COST) reported lower-than-expected fiscal 2Q18 earnings (period ended February 18, 2018) results on March 7, 2018.

Analysts expect Home Depot (HD) to post third-quarter revenue of $26.3 billion, a rise of 4.9% year-over-year.

In 2014, Dollar General reported net sales of $18.9 billion, an increase of 8% compared to sales of $17.5 billion in 2013.

On January 7, 2016, Signet Jewelers (SIG), the world’s largest retailer of diamond jewelry, announced its broad-based success in the holiday season with revenue of $1.9 billion.

As of September 4, department store stocks for Macy’s fell by 11.1% since the start of 2015. Despite 1H15 sales growth, Nordstrom’s stock also fell by 7%.

BAM exited its position in Newfield Exploration Co. in 3Q14. It accounted for 1.31% of BAM’s second quarter portfolio. NFX is an energy company.

Whole Foods Market reported a 1.9% year-over-year (or YoY) increase in its top line, primarily driven by new store openings.

In the first quarter, Home Depot (HD) posted SSSG (same-store sales growth) of 4.2%, lower than analysts’ consensus expectation of 5.4%.

On August 13, 2015, US retail sales came in at expected levels for July. The increase in the retail sector was broad-based.

Macy’s (M) operating margins declined to 6.6% in 1Q15—ending May 2, 2015—from 7.1% in the same quarter last year. The operating income declined by 7.7%.

Analysts expect Lowe’s (LOW) to post revenue of $15.33 billion in 4Q17, which represents a fall of 2.9% from $15.78 billion in 4Q16.

Baidu is selling a majority stake in its financial services unit as it seeks to raise funds to bolster its competition in China’s digital financial services market.

Glenview Capital Management added a new position in Danaher Corp. (DHR) in the third quarter. The position accounted for 1.99% of the fund’s total portfolio.

In some aspects, 2018 looked like 2015 for investors. Like in 2015, China’s (BABA) slowdown spooked investors in 2018.

  In this six-part series, we will go through some of the main positions Eton Park Capital traded this past quarter Eton Park Capital Management is a multi-strategy hedge fund founded in November 2004 by former Goldman Sachs partner Eric Mindich. The firm started new positions in Family Dollar Stores (FDO) , Constellation Brands (STZ), […]

Walmart, Target, Amazon, and Lowe’s were the four retailers in the United States that spent the most on YouTube video ads last year.

Apple Watch, Apple Pay, Apple TV, and iPad Pro are niche businesses for Apple (AAPL). But these still have the potential to become big in the future.

On May 22, 2017, 2.6 million shares of Amazon (AMZN) exchanged hands, and the stock rose 1.1% to close at ~$970.7.

Amid tightening competition for advertising dollars, there is growing pressure on Google to diversify its revenue sources.

On December 19, Alibaba (BABA) stock opened at $140.75 and closed at $137.14, posting an average volume of 27.24 million.

While there is no denying that China (FXI) needs stimulus measures to kickstart its slowing economy, any propping up needs to be done in a way to avoid another debt-fueled crisis.

Facebook had to deal with its own infringement case brought against it by a company named Timeline in 2011. The matter was settled out of court, however, and dismissed in 2013.

Wall Street analysts predicted a 13.3% YoY rise in Kroger’s earnings in 3Q16, going to $0.39 from $0.35 in 3Q15. Sales for fiscal 1H16 stood at $58.5 billion.

For the next four quarters, analysts are expecting Lowe’s to post revenue of $68.9 billion—a growth of 3.4% over its ~$66.6 billion from the last four quarters.

In the second half of fiscal 2018, AutoZone’s management decided to discontinue aggressive promotional discounts for its ship-to-home sales.

Costco (COST) impressed investors with its sales growth rate in fiscal 2018.

As of April 27, 2017, analysts are expecting Home Depot’s stock price to touch $156.4 in the next 12 months, which represents a return potential of 0.2%.

PayPal’s (PYPL) chief financial officer, John Rainey, mentioned partnering with Amazon (AMZN) during a recent Credit Suisse technology event. He didn’t clarify whether the companies were still in active talks.

Lowe’s inventory turnover came in at 4.1x in fiscal 2015 compared to 4.9x for Home Depot (HD).

Lowe’s (LOW) derived about 2.5% of its sales from the e-commerce channel, or an estimated $1.4 billion, in fiscal 2015.

Key threats to the company include higher labor costs and greater regulation. After the Bangladesh factory tragedy, stricter regulations can be expected.

The CBD market is growing, and acquisitions are heating up. Real Brands is a top, under-the-radar investment candidate that should be on your radar.

In this article, we’ll use the 12-month forward PE (price-to-earnings) ratio to assess Macy’s current valuation and compare it with its peers’.