Tag: Walmart

A Tale of Two Cities

A Tale of Two Cities

Make no mistake, Biden's $2.3 Trillion "infrastructure" spending program and $1.8 Trillion "American Families" spending program will pass Congress. That's bad news for Americans and small business and good news for Amazon (AMZN) and Walmart (WMT). **Purchase our Amazon Kindle book "Stagflation Is Imminent": HERE First: we would not be having this conversation if the Federal … Continue reading A Tale of Two Cities

Amazon Pharmacy Is Ramping Up Its Marketing Effort

Amazon Pharmacy Is Ramping Up Its Marketing Effort

We expect Amazon Pharmacy to take market share by providing consumers with price comparison capability, health information and related health services. We have noticed an uptick in Amazon Pharmacy YouTube Ads this week. The Amazon Pharmacy business unit is led by PillPack (Amazon acquired PillPack in 2018 for approximately $1 billion), co-founder T.J. Parker. In … Continue reading Amazon Pharmacy Is Ramping Up Its Marketing Effort

More Lines To Come With Price Controls

More Lines To Come With Price Controls

It is starting to feel like the 1970's with out of control fiscal spending, inflation and now gas lines. We only have gas lines in certain parts of the country today as local government officials exercised gas price controls during the Colonial Pipeline shutdown. We could very well see similar price control policies from the … Continue reading More Lines To Come With Price Controls

Walmart E-Commerce Continues To Scale. A Spin-Off Could Unlock Shareholder Value.

Walmart E-Commerce Continues To Scale. A Spin-Off Could Unlock Shareholder Value.

Walmart's (tkr: WMT), E-Commerce offerings continued to scale with revenues of $17.1 billion in Q4 and $60.3 billion for the year. E-Commerce accounted for approximately 11% of Walmart's total Net Sales for the year ended January 31st. WMT E-Commerce is larger than many e-commerce companies from a revenue standpoint including PayPal, Shopify, Square and Wayfair … Continue reading Walmart E-Commerce Continues To Scale. A Spin-Off Could Unlock Shareholder Value.

Amazon Is Reshaping Healthcare

Amazon Is Reshaping Healthcare

Amazon (tkr: AMZN) is one of four firms working to reshape the healthcare landscape along with Walmart (tkr: WMT), Alphabet (tkr: GOOG) and Apple (tkr: AAPL). Amazon has established positions in key strategic areas of the healthcare market including healthcare services and insurance (via its Haven joint venture with Berkshire Hathaway and J.P. Morgan) as … Continue reading Amazon Is Reshaping Healthcare

Technology, Healthcare and Structural Unemployment

Technology, Healthcare and Structural Unemployment

The employment statistic that has concerned us most over the past number of years is the labor force participation rate which stood at only 61.7% as of last week's Employment Situation Summary. Our view is that the labor participation rate will only shrink over time as the global economy continues to become more Technology and … Continue reading Technology, Healthcare and Structural Unemployment

Walmart Can Do Better than to Acquire TikTok<span class="badge-status" style="background:red">Premium</span> 

Walmart Can Do Better than to Acquire TikTokPremium 

Walmart (tkr: WMT) can do better than to jointly acquire TikTok with Microsoft (tkr: MSFT). A TikTok acquisition is fraught with risk. Our preference would be for Walmart to acquire a leading retailer in a growing category. AutoZone (tkr: AZO) is one such example. Premium article. 539 words. $9.99 One of the first things you … Continue reading Walmart Can Do Better than to Acquire TikTokPremium 

Poor Reputations Travel Quickly

Poor Reputations Travel Quickly

Amazon is developing a reputation for poor deal etiquette. Specifically (as reported by the WSJ), Amazon is using intelligence gathered by its venture arm during deal due diligence to develop competitive offerings. Microsoft, Google, Walmart, Alibaba, Shopify and others will likely capture a percentage of venture and M&A deal flow that otherwise would have gone … Continue reading Poor Reputations Travel Quickly

E-Commerce Is Fluid and Walmart Appears Undervalued<span class="badge-status" style="background:red">Premium</span> 

E-Commerce Is Fluid and Walmart Appears UndervaluedPremium 

We spent much of last week collecting e-commerce and payments-related data. That long-form TEK2day report is on the back burner for now. In the interim we share our general thoughts on e-commerce and one retail giant in particular. The retail space is having difficulty overcoming COVID having suffered record bankruptcies. Brooks Brothers is the latest … Continue reading E-Commerce Is Fluid and Walmart Appears UndervaluedPremium 

Federal Reserve Discloses Corporate Bond Purchases

Federal Reserve Discloses Corporate Bond Purchases

Here is the full Excel workbook disclosure compiled by the Federal Reserve which lists the various issuers, sectors, cusips, coupons, maturity dates, par values, amortized costs and more for the fixed income securities the Federal Reserve has purchased. Among the securities purchased through June 16th, 48.1% were "AAA, AA and A" rated, 48.3% were "BBB" … Continue reading Federal Reserve Discloses Corporate Bond Purchases