Latest Articles
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U.S. Stores Generate Most Value for Costco
Although U.S. retail giant Costco (NASDAQ:COST) has launched an aggressive international expansion campaign in recent years, its U.S. business remains significantly more valuable than its overseas operations. Costco is the second-largest U.S. r...
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Can Wal-Mart Create a Successful Banking Business?
Retail giant Wal-Mart (NYSE:WMT) has been pushing into the financial services market lately. The company already operates retail banking businesses in Canada and Mexico. In the US, one of the most recent initiatives include a program that allows ...
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Mobile Sales Drive Margin Growth for Best Buy
We recently lowered our price estimate for Best Buy (NYSE:BBY) from about $42 to $41, largely because the company’s second-quarter earnings report reflected continued caution in U.S. consumer spending. Best Buy competes with brick-and-mort...
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Potential Wal-Mart Downside from Slightly Higher Capex
Wal-Mart’s (NYSE:WMT) stock is sensitive to the company’s capital expenditures. Higher than expected capex could result in a potential downside to Wal-Mart’s stock if the additional spend does not translate to profit growth fo...
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Best Buy’s Mobile Stores Unlikely to Move Stock
About four years ago Best Buy (NYSE:BBY) opened its first Best Buy Mobile specialty store in collaboration with Europe’s Carphone Warehouse. [1] Today the company continues to open new stores aggressively and also incorporates wireless sa...
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Discount Competitors Could Slice 6% Off Best Buy’s Stock
Best Buy’s (NYSE:BBY) business has started to pick up in recent quarters as the U.S. economy emerges from recession. However, the country’s largest consumer electronics retailer faces fierce competition from low-cost merchandisers l...
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Costco’s Mall Strategy Could Boost Stock by 3%
The Wall Street Journal recently reported that Costco (NASDAQ:COST) is capitalizing on the dire U.S. real estate market by snapping up vacant space in shopping malls. Costco competes with Wal-Mart (NYSE:WMT) and others in the U.S. retail market. ...
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Online Sales Probably Won’t Lift Best Buy’s Revenue Per Square Foot
Like most big retailers, Best Buy (NYSE:BBY) has been upgrading its e-commerce capacity of late. Best Buy has partnered with Google (NASDAQ:GOOG) to create mobile and Web-based shopping apps. The company has also made its website more user-friend...
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Wal-Mart Stock Should Benefit From Lower Spending, More Stores
Wal-Mart (NYSE:WMT) is the world’s largest retailer, competing with the likes of Target (NYSE:TGT), Costco (NASDAQ:COST) and Best Buy (NYSE:BBY). The current Trefis stock price estimate for Wal-Mart is $65.42, about 28% higher than the cur...
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3D TV May Not Boost Best Buy Stock
Consumer electronics insiders are hoping that 3D TV adoption will goose their industry’s revenues and profit margins. “If recent buying patterns are any indication, consumers may make a mad dash to replace their current TVs with 3D-ca...
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Slower Growth for Best Buy’s US Store Count
Best Buy’s (NYSE:BBY) stock is highly dependent on the future number of US stores that Best Buy has, which is hinged on how effectively the company can compete with larger retailers like Wal-Mart (NYSE:WMT) and Costco (NASDAQ:COST). We cur...
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International Growth Yields 2% Upside for Wal-Mart Stock
Wal-Mart (NYSE:WMT) is the world’s largest retailer, competing with the likes of Target (NYSE:TGT), Costco (NASDAQ:COST) and Best Buy (NYSE:BBY). In the second quarter of 2010, Wal-Mart reported lower profit margins and essentially flat sal...
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Operating Efficiencies Should Support Wal-Mart’s Stock
Wal-Mart (NYSE:WMT) recently announced that its overall profit margins had declined in the second quarter of 2010. However, the retail giant was able to offset shrinking margins with successful cost-cutting efforts. Given the slow pace of economi...
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Steady Growth Expected for Wal-Mart’s Stores & Margins Outside the US
As Wal-Mart’s (NYSE:WMT) core US market becomes saturated with Wal-Mart stores and competing stores from Best Buy (NYSE:BBY), Costco (NASDAQ:COST) and BJ’s Wholesale (NYSE:BJ), the company is increasingly looking for growth internati...
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Costco Revenue per Square Foot Remains Higher in US than Internationally
Costco (NASDAQ:COST), which competes with Wal-Mart (NYSE:WMT), Best Buy (NYSE:BBY), Target (NYSE:TGT) and BJ’s Wholesale (NYSE:BJ), is the second largest retailer in the US after Wal-Mart. It is also the largest retailer in the warehouse club ca...
