Understanding the Value of an Alibaba Customer
In Alibaba’s (BABA) e-commerce industry, metrics such as active shoppers and average revenue per user (or ARPU) are closely watched.
Retail & Wholesale
Market Realist tracks the latest news on stock performance, acquisitions, and earnings in the retail and wholesale sectors.
Where Does Walmart’s Valuation Stand Compared to Its Peers?
As of September 19, 2016, Walmart (WMT) was trading at a 12-month forward PE multiple of 16.6x, which is slightly above its YTD average forward PE of 16.4x.
Why Tiffany Is Spending More on Marketing
Tiffany has been increasing its advertising expenses. In fiscal 2015, it spent $284 million on advertising, marketing, and public and media relations.
Walmart Lowers Capital Expenditure Projections
Walmart has updated its capital expenditure projections for fiscal 2016. It expects to spend $12.4 billion in fiscal 2016, in the middle of the $11.6–$12.9 billion guidance range provided earlier.
What’s Shaping Consumer Spending Trends at Walmart Stores?
The average store-only shopper spends ~$1,400 per year at Walmart, while the online-only shopper spends ~$200.
Lowe’s Retail and Pro Customers: Who Accounts for More Sales?
The retail customer accounts for about 70% of Lowe’s sales. However, retail customers account for about two-thirds of Home Depot’s (HD) customer base.
How Walmart Compares to Its Peers
On May 12, 2017, Walmart (WMT) was trading at a 12-month forward PE multiple of 17.5x.
Signet Jeweler’s Market Positioning in the Retail Jewelry Industry
Total retail jewelry sales in the US grew at a CAGR of 4.4%, reaching $74.7 billion in 2014. Fine jewelry sales grew at a CAGR of 5%, reaching ~$69 billion.
Which International Opportunities Is Lowe’s Betting On?
Lowe’s (LOW) operates stores in the select international markets of Canada and Mexico.
Will Nordstrom’s Rack Stores Continue to Be a Key Growth Driver?
In 2Q15, Nordstrom Rack store sales increased by 12.9% to $857 million from the comparable quarter of the previous year.
Why did Amazon’s international business growth disappoint?
Amazon’s revenue growth at its Media segment has declined dramatically over the last few quarters. Its international business growth has also disappointed.
JCPenney: Analysts’ Recommendations and Target Price
As of July 13, 15 analysts covering JCPenney (JCP) stock have a “hold” rating. Seven analysts have a “buy” rating, while two analysts have a “sell” rating.
Did Analysts Change Their Views on Target after 1Q17 Results?
The majority of analysts covering Target (TGT) remain neutral on the stock.
The Lowe’s-Rona Transaction: Sizing Up the Potential Synergies
Lowe’s (LOW) expects the Rona (RON.TO) transaction to be accretive to its earnings per share or EPS from the very first year after the acquisition.
Don't Purchase a Costco Membership Until You Read This
If you're considering a Costco membership, here's what each membership level gets you and whether it's worth it.
Walgreens Offers Free COVID-19 Testing, Stock Faces Pressure
As Walgreens' earnings report approaches, the company has stepped up its efforts to combat the COVID-19 pandemic by offering free testing.
Who Owns Etsy and Will It Eventually Sell Out?
Etsy is an e-commerce marketplace and community for unique and one-of-a-kind goods. It's the go-to website for individuals looking for original gifts.
Jack Ma Founded Alibaba With His Wife and 16 of His Friends
Who are Alibaba’s founders? Tech entrepreneur Jack Ma started the company that is now Alibaba Group with his wife and 16 friends.
Alibaba Has Stopped the Sale of $536.2 Million in Fake Products
Are Alibaba products fake? Although the company has stopped the sale of $536.2 million in fake products, buyers need to know how to identify scams.
Does Alibaba Pay Dividends or Will It Pay Them Soon?
Does Alibaba pay dividends? Will it ever pay them, and does it even need to? We explore these questions in detail in this guide.
Is Alibaba Stock a Good Buy?
Alibaba is a Chinese technology company that specializes in retail, e-commerce, internet, and technology. Is Alibaba stock a good buy?
How Does Etsy Make Money?
Etsy is a great place for individuals to sell and buy homemade and vintage items, but how does the company make money?
Trian Fund lowers its position in Allegion
Allegion provides security solutions for homes and businesses, employing more than 8,000 people and selling products in more than 120 countries across the world. Allegion reported third-quarter 2014 net revenues of $546.7 million, up 3.3% compared to the previous year.
Costco Outperformed Target and Walmart with Comps Growth
Costco (COST) continues to generate an industry-leading comparable-store sales growth rate despite increased competition and rivals ramping up their digital platforms.
Chilton opens a new position in Abbott Laboratories in 4Q13
Abbott Laboratories (ABT) is a brand new position that accounts for 1.19% of Chilton’s fourth quarter 2013 portfolio.
What Are Analysts’ Recommendations for Amazon?
As of July 7, 2016, Amazon (AMZN) had generated returns of 68.7% in the trailing-12-month period and 1.8% in the trailing-one-month period.
JANA’s Track Record As an Activist Investor
Activist investor JANA Partners sold a 20% stake in the firm to Neuberger Berman’s Dyal Capital Partners. Dyal holds a passive interest in JANA Partners.
What’s behind Target’s Stellar Traffic Growth in Q1 2018?
Target (TGT) sustained its sales momentum in the fiscal first quarter. The company’s growth measures have started to hold ground.
Delisting Impact: Alibaba, Baidu, and NIO Investors
On May 20, the Senate approved new legislation that could force Chinese companies to follow the same rules as other companies listed on the NYSE and NASDAQ.
Will Walgreens’ Q3 Results Beat Wall Street’s Forecast?
Unlike several other US companies, Walgreens didn’t suspend its dividends due to COVID-19. As of July 6, the company’s dividend yield was 4.2%.
US Tech Companies Face Hong Kong National Security Law
China’s controversial Hong Kong national security law could be a nightmare for US tech companies. Overall, the law would give China more power.
Beyond Meat Enters Chinese Grocery Stores through Alibaba
Beyond Meat (NASDAQ:BYND) wants to expand in the Chinese market. The company will offer Beyond Burgers in Alibaba’s (NYSE:BABA) Freshippo stores.
Walmart to Boost Pharmacy Business with CareZone’s Tech Acquisition
Today, CNBC reported that Walmart (NYSE:WMT) has acquired prescription management technology from CareZone to boost its pharmacy space.
Why Investors Should Pay Attention to Alibaba’s Cloud Unit
Alibaba has been working to diversify its business beyond commerce. The company entered the digital media and cloud computing markets.
Will Lowe’s Outperform Home Depot in 2020?
So far this year, Home Depot and Lowe’s have outperformed the broader equity markets. They have returned 16.7% and 9.4% YTD.
Are Bill Ackman’s Investment Strategies Successful?
In the first quarter of 2020, activist hedge fund manager Bill Ackman made a windfall profit of $2 billion. He was short on the market in March 2020.
Lowe’s Stock Rises after Impressive Q1 Performance
Today, Lowe’s reported its first-quarter earnings, which ended on May 1. The company reported an adjusted EPS of $1.77 on revenues of $19.68 billion.
Q1 13F: How Bill Ackman Played the US Stock Market Crash
So far in 2020, Bill Ackman’s timing has been impeccable. He made over $2 billion by shorting stocks as US stock markets crashed in the first quarter.
Walmart’s Q1 Results Might Reflect Strength amid COVID-19
Mass merchandiser Walmart (NYSE:WMT) is scheduled to declare its results for the first quarter of fiscal 2021 on May 19. What can investors expect?
Will Home Depot Meet Analysts’ Expectations in Q1?
Amid the financial turmoil due to COVID-19, Home Depot (NYSE:HD) continues to stand tall. The company stayed open since it sells essential products.
Big Lots Stock Falls despite Telsey Advisory Group’s Upgrade
Telsey Advisory Group upgraded Big Lots from “market perform” to “outperform.” The firm also increased its 12-month target price from $20 to $31.
Should You Buy Home Depot after Its Recent Pullback?
As of April 9, Home Depot was trading at 20.1x analysts’ 2020 EPS estimate of $10.04 and at 18.3x analysts’ 2021 EPS estimate of $11.02.
Domino’s Pizza Withdraws Its Guidance, Stock Falls
Domino’s Pizza (NYSE:DPZ) stock fell in the pre-market session on March 31. The restaurant chain pulled its guidance due to the coronavirus outbreak.
Coronavirus Will Likely Hit Apple’s iPhone Orders in Q2
Lately, Apple stock has been hit hard. The coronavirus outbreak disrupted the global supply chain and dented the demand and supply of the company’s iPhones.
Why Baidu Stock Is Trading at a 48% Discount
Baidu (NASDAQ:BIDU) stock rose 0.51% on Wednesday to $96.92, which its gains this week to 9.3%. Still, Baidu is going for a steep discount.
Is Procter & Gamble a Good Bet for Investors?
The defensive nature of Procter & Gamble stock and its strong dividends make it a good buy in a challenging market environment.
Analysts Upgrade Walmart amid Stock Market Turmoil
Analysts are optimistic about Walmart (NYSE:WMT) even though the US stock market crashed due to the coronavirus outbreak.
Will eBay Stock and Its Buyback Plan Benefit Shareholders?
Last week, eBay stock recorded one of its biggest single-day gains in 2020. The company announced that it completed the sale of its StubHub business.
Macy’s Will Close 125 Stores amid Online Shopping Demand
Macy’s has decided to close 125 stores over the next three years. The company will also reduce 10% of its staff, which is around 2,000 corporate jobs.
Can Kroger Gain Momentum in 2020?
Kroger’s performance in recent quarters compared to its peers has left its investors unimpressed. In 2019, Kroger stock rose 5.4%.