Tag: Wayfair

E-Commerce Is Fluid and Walmart Appears Undervalued

E-Commerce Is Fluid and Walmart Appears Undervalued

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 Undervalued

Google Needs to Acquire Walmart

Google Needs to Acquire Walmart

Google parent company Alphabet (tkr: GOOG) needs to acquire Walmart (tkr: WMT) to better compete with Amazon (tkr: AMZN) and to reverse the negative trend in Google's core search advertising business. While arch nemesis Amazon continues to make strides in retail (Amazon.com, Amazon Go, Key, Prime, Wholefoods), Google’s retail path has not been quite so … Continue reading Google Needs to Acquire Walmart