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Started By
Message
re: Retailers in trouble or WMT and AMZN leaving them in the dust?
Posted on 11/20/24 at 7:59 pm to KennytheTiger
Posted on 11/20/24 at 7:59 pm to KennytheTiger
quote:
employment numbers
The ones that keep getting revised down, bigly?
LINK
Along with a steady drumbeat of stories like this:
Intel cuts 15,000 jobs
And inflation.
So yes, the economy is bad.
1
Posted on 11/20/24 at 8:24 pm to Hmanhunt
I’m not sure why the typical retail investor would own individual positions in Walmart or target or Walgreens or anything else if you own Amazon (and anyone who owns an index fund owns Amazon). They don’t complement each other.
I own Amazon but I also own Shopify and global-e which all complement one another very nicely.
You can’t own everything so to me just buy Amazon and forget the other retailers
I own Amazon but I also own Shopify and global-e which all complement one another very nicely.
You can’t own everything so to me just buy Amazon and forget the other retailers
Posted on 11/20/24 at 8:25 pm to DarthRebel
quote:
Do not be that person We just had an election where the economy was a deciding factor, so I present the evidence of how Americans feel. You can post whatever statistics and charts to say the economy is not weak, but 68% think it is poor and you need to come to grips with that reality. Maybe you do not feel it, but there are millions that do
Actually, a majority of Americans have a positive view of the economy, not a negative one. Democrats have had a positive view and Republicans have had a very negative view. Since Trump won, there’s been a huge shift in Republicans’ view on the health of the economy.
Same thing happened in 2020. Once Trump lost Republicans’ view of the economy plummeted. It’s more of a political question than an economic one.
Republicans suddenly feel good about the economy
Posted on 11/21/24 at 6:54 am to Hmanhunt
Target really lacks an identity and “role” in the American household - that’s their main issue. They’ve never been a grocery destination, and WMT is destroying them there. WMTs digital experience is only getting better.
In the past, they’ve been a clothing destination (and still OK), but if Amazon is sourcing apparel volume from anyone it’s Target.
Targets only niche right now might be beauty, and that market is super saturated.
In the past, they’ve been a clothing destination (and still OK), but if Amazon is sourcing apparel volume from anyone it’s Target.
Targets only niche right now might be beauty, and that market is super saturated.
Posted on 11/21/24 at 7:43 am to tom
It’s interesting to see a shift in the profile of the Walmart shopper.
They’re taking more of the higher income shopper which is the segment that target goes after
Target has some work to do to get those shoppers back
They’re taking more of the higher income shopper which is the segment that target goes after
Target has some work to do to get those shoppers back
This post was edited on 11/21/24 at 8:32 am
Posted on 11/21/24 at 7:44 am to DarthRebel
quote:
68% of Americans think the economy is not good, not sure why you disagree? Show your work why the majority is wrong.
73% of Americans are overweight but that doesn’t mean we have to act like they’re correct either.
Posted on 11/21/24 at 8:08 am to slackster
This a money board, that is mostly visited by college educated people. Seems like an echo chamber.
Inflation, suppressed wages and not so great economy is a thing for a huge part of the population, arguing this is a weird hill for some of you to die on.
Inflation, suppressed wages and not so great economy is a thing for a huge part of the population, arguing this is a weird hill for some of you to die on.
Posted on 11/21/24 at 9:18 am to Hmanhunt
Let’s not forget Costco in this. They’re doing well both online and storefront. Walmart,‘Amazon and Costco are all growing faster than the rest and at a faster rate.
“ Morgan Stanley noted that its "retail funnel" data shows how the big names are getting bigger at an accelerating rate. Amazon (NASDAQ:AMZN), Walmart (WMT), and Costco (NASDAQ:COST) are taking 50% of incremental retail sales and more than 75% of incremental e-commerce sales, which means that the rest of the mall retailers and e-commerce players are scrapping for the leftovers. While Target (TGT) has outperformed many retail chains in terms of sales growth, the company has not kept up with the Big Three over the last year on the share price scorecard”
“ Morgan Stanley noted that its "retail funnel" data shows how the big names are getting bigger at an accelerating rate. Amazon (NASDAQ:AMZN), Walmart (WMT), and Costco (NASDAQ:COST) are taking 50% of incremental retail sales and more than 75% of incremental e-commerce sales, which means that the rest of the mall retailers and e-commerce players are scrapping for the leftovers. While Target (TGT) has outperformed many retail chains in terms of sales growth, the company has not kept up with the Big Three over the last year on the share price scorecard”
Posted on 11/21/24 at 9:40 am to DarthRebel
This a money board, that is mostly visited by college educated people. Seems like an echo chamber.
Inflation, suppressed wages and not so great economy is a thing for a huge part of the population, arguing this is a weird hill for some of you to die on.
____________
So this is a money board, but we have poli board posters wanting to measure the economy by poll results. Do I really need to cut and paste definitions of how the economy is measured? I already posted the key components.
I am not dieing on any hill. I responded to the erroneous claim that the economy is weak. Economists agree the economy has been stable for a couple of years. People responding to a poll are not economists. They are still hurting from the high prices that resulted from the high inflation we had during Covid. Covid was several years ago. My response was for current year. GDP, Unemployment, Wages, and Inflation have had good numbers all year. GDP is generally the biggest measurement of an economy. It has been in a good range since Covid and at 2.8% currently. That is a decent number and not considered weak. Covid related inflation is real and had very negative impact. We aren't discussing that time period. Current inflation has been under 3% for more than a year, and sitting around 2.6% currently. Unemployment is somewhere under 5% which is a good number. Are we discussing the current economy?
Inflation, suppressed wages and not so great economy is a thing for a huge part of the population, arguing this is a weird hill for some of you to die on.
____________
So this is a money board, but we have poli board posters wanting to measure the economy by poll results. Do I really need to cut and paste definitions of how the economy is measured? I already posted the key components.
I am not dieing on any hill. I responded to the erroneous claim that the economy is weak. Economists agree the economy has been stable for a couple of years. People responding to a poll are not economists. They are still hurting from the high prices that resulted from the high inflation we had during Covid. Covid was several years ago. My response was for current year. GDP, Unemployment, Wages, and Inflation have had good numbers all year. GDP is generally the biggest measurement of an economy. It has been in a good range since Covid and at 2.8% currently. That is a decent number and not considered weak. Covid related inflation is real and had very negative impact. We aren't discussing that time period. Current inflation has been under 3% for more than a year, and sitting around 2.6% currently. Unemployment is somewhere under 5% which is a good number. Are we discussing the current economy?
Posted on 11/21/24 at 9:52 am to Bestbank Tiger
quote:
employment numbers
The ones that keep getting revised down, bigly?
LINK
Along with a steady drumbeat of stories like this:
Intel cuts 15,000 jobs
And inflation.
So yes, the economy is bad.
_____________
You cite a company cutting jobs, but we are discussing the aggregate when talking about the economy as a whole. Unemployment has been less than 5% all year. Current year inflation has been under 3% all year.
employment numbers
The ones that keep getting revised down, bigly?
LINK
Along with a steady drumbeat of stories like this:
Intel cuts 15,000 jobs
And inflation.
So yes, the economy is bad.
_____________
You cite a company cutting jobs, but we are discussing the aggregate when talking about the economy as a whole. Unemployment has been less than 5% all year. Current year inflation has been under 3% all year.
Posted on 11/21/24 at 10:01 am to KennytheTiger
You have done well with your responses.
I feel really sad for how some of these chicken littles are going to be acting when we really do have a bad economy hit us.
I feel really sad for how some of these chicken littles are going to be acting when we really do have a bad economy hit us.
Posted on 11/21/24 at 10:09 am to notiger1997
they don’t know what a “bad economy” looks like, fortunately. Unfortunately they believe what they’re being told by others who have something to gain by it
Posted on 11/22/24 at 6:46 am to cgrand
We had a 40 year record inflation event that wasn’t handled properly and partly brought on by dumbass stimulus spending. The average American doesn’t care about GDP
Posted on 11/22/24 at 7:29 am to Hmanhunt
I think Dollar Tree/Family Dollar and Dolgen are going to have to merge and pursue some heavy efficiency operations - or maybe Dolgen just goes away and is replaced by DT/FD?
I also think the Pandemic(tm) accelerated the final battle (WMT and AMZN) for retail supremacy.
I also think the Pandemic(tm) accelerated the final battle (WMT and AMZN) for retail supremacy.
Posted on 11/22/24 at 7:36 am to Hmanhunt
The average American doesn’t care about GDP
________________
Agree. But the conversation is about health of the economy, not feelings of the average American. Some confuse the two.
________________
Agree. But the conversation is about health of the economy, not feelings of the average American. Some confuse the two.
Posted on 11/22/24 at 7:40 am to DarthRebel
quote:
This a money board, that is mostly visited by college educated people. Seems like an echo chamber.
Which group are you in?
Posted on 11/22/24 at 9:00 am to KWL85
quote:
Which group are you in?
The echo chamber
They economy is great, let us just go with that. All the "statistics" say it, so why should we question it?
Posted on 11/22/24 at 9:51 am to SlidellCajun
quote:
Let’s not forget Costco in this. They’re doing well both online and storefront. Walmart,‘Amazon and Costco are all growing faster than the rest and at a faster rate.
Unrelated to the topic really, but I feel like the customer experience at Costco is starting to slide.
Posted on 11/22/24 at 10:21 am to DarthRebel
They economy is great, let us just go with that. All the "statistics" say it, so why should we question it?
The economy is good, but not great. Has been good for a while. Several strong spots and a few weak spots.
The economy is good, but not great. Has been good for a while. Several strong spots and a few weak spots.
Posted on 11/22/24 at 10:33 am to TripleBarrelBluff1
quote:
Unrelated to the topic really, but I feel like the customer experience at Costco is starting to slide.
Costco does not do it for me, but it is probably the lack of them for the population size of North Texas. Weekend shopping there is just miserable compared to going to Sam's Club which has more stores. Just too many people and Sam's has them blown away in the ability to check out quicker.
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