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WMT  // Posts tagged as "WMT"

Nov 02 2017 Industrial, Transportation

Pressure Is on Freight Brokers to Combat the Tech Revolution (CHRW, JBHT, LSTR, XPO)

Research Question: Will freight brokerages successfully adjust as digital brokers disrupt the industry? Which companies are best positioned to thrive? Companies: AMZN, CHRW, ECHO, FDX, GOOG/GOOGL, JBHT, KNX, LSTR, ROP, SNDR, UPS, WMT, XPO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Digital freight-matching services like Uber Freight and Convoy […]

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Kellogg to Benefit Long Term from Warehouse Shift Despite Rocky Transition (K)

Research Question: Will Kellogg’s shift from direct-store delivery to a warehouse system for its U.S. snack division boost the company’s fortunes? Companies: ADRNY, CPB, GIS, JJSF, K, KR, MDLZ, PEP, PF, POST, SJM, TGT, THS, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Kellogg Co. (K) eventually will emerge […]

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Amazon Prime Discount Program Not a Significant Threat to Dollar Tree (DLTR, AMZN)

Research Question: Will competitive pressure from Amazon’s Prime membership discount for low-income shoppers slow Dollar Tree’s sales? Companies: AMZN, COST, DG, DLTR, FIVE, TGT, WMT By: David Franklin Click here to download report (.pdf)   Summary of Findings com Inc.’s (AMZN) Prime membership discount for low-income shoppers is not a significant threat to Dollar Tree […]

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Suppliers Bullish on Wayfair, Others Lean Bearish Based on Costs, Amazon (W, AMZN)

Research Question: Will Wayfair’s bulls or bears be proven right in terms of the company’s revenue, customer acquisition, inventory, payment risk and competition? Companies: AMZN, BABA, BBBY, COST, OSTK, TCS, TGT, W, WMT By: David Franklin Click here to download report (.pdf)   Summary of Findings Wayfair Inc. (W) suppliers are positive about their relationships and sales […]

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Apr 27 2017 Automotive, Consumer Goods

Advance Auto Parts Makes Incremental Progress, Amazon Is a Far-Off Threat (AAP)

Research Question: Is Advance Auto Parts succeeding with its operational improvements in the commercial market to drive its turnaround and fend off rising online competition? Companies: AAP, AMZN, AZO, EBAY, GM, GPC, IEP, KMX, LKQ, ORLY, TEN, WMT   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Advance Auto Parts […]

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Deckers Progresses with Its DTC Initiative, But Its UGG Brand May Not Benefit (DECK)

Research Question: Will Deckers’ direct-to-consumer initiative help its UGG brand survive the sales and traffic decline of department stores and malls? Companies: AMZN, BABA, BOOT, BRK.A/B, BZUN, DECK, GOOG/GOOGL, NKE, WMT, WWW By: David Franklin Click here to download report (.pdf)   Summary of Findings Deckers Outdoor Corp.’s (DECK) direct-to-consumer (DTC) initiative is unlikely to […]

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Dollar Tree’s Family Dollar Integration Gaining Traction, Still a Work in Progress (DLTR)

Research Question: Are Dollar Tree’s integration initiatives for its Family Dollar stores producing cost savings and sales growth? Companies: BRK.A/B, CVS, DG, DLTR, FLO, PEP, TGT, TYO:3382, WBA, WMT By: David Franklin Click here to download report (.pdf)   Summary of Findings Dollar Tree Inc.’s (DLTR) changes and initiatives for Family Dollar continue to be […]

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Carter’s Wholesale Business Squeezed by Private Label; Amazon Not a Solution Yet (CRI)

Research Question: Will Carter’s wholesale business withstand private-label competition in 2017? Companies: AMZN, CRI, FINL, FL, HBI, JCP, KSS, M, NKE, PLCE, RL, ROST, TGT, TJX, WMT, UA By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Carter’s Inc. (CRI) faces an uphill battle in the wholesale channel, combatting the rise […]

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QVC Buoyed by Loyal Customers But Faces Worrisome Trends (QVCA)

Research Question: Will Liberty Interactive’s QVC return to revenue growth in the fourth quarter and beyond? Companies: AMZN, EBAY, ETSY, HSNI, KSS, M, QVCA, TGT, WMT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Liberty Interactive Corp.’s QVC Group (QVCA) has a loyal customer base and a track record of […]

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Dollar Tree’s Integration Progressing, But More Time Needed to Affect Family Dollar (DLTR)

Research Question: Are Dollar Tree’s integration initiatives with its Family Dollar stores creating cost savings and driving revenue growth? Companies: BRK.A/B, DG, DLTR, TGT, WMT By: David Franklin Click here to download report (.pdf)   Summary of Findings A little more than a year into the ongoing integration by Dollar Tree Inc. (DLTR), Family Dollar […]

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