Latest Articles
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Significant Upside to Wal-Mart’s Stock from Higher US Margins
Wal-Mart (NYSE:WMT), which competes with Costco (NASDAQ:COST), Target (NYSE:TGT) and Best Buy (NYSE:BBY), is by far the largest retailer in the world with more than $400 billion in store revenues as of 2009. We currently have a Trefis price est...
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P&G’s E-Commerce Play Should Help Operating Margins
Procter & Gamble (NYSE:PG) is the world’s largest manufacturer of personal and home care products. In May P&G entered the e-commerce market by launching its eStore in the U.S. The eStore will exclusively sell P&G products such as Tid...
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Upside to Costco from Rising International Business
Trefis members have created forecasts for two key drivers of Costco’s (NASDAQ:COST) stock over the last week: (1) Costco International Warehouse Clubs and (2) Revenue per Square Foot for Costco International. Their forecast suggest that Cos...
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Investors Expecting Further Upside to Best Buy?
Trefis members have created forecasts for two key drivers of Best Buy’s (NYSE:BBY) stock over the last week: (1) Revenue per Square Foot for Best Buy US, (2) Number of International Stores. Their forecasts suggest that Revenue per Square F...
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International Stores to Drive Costo’s Growth
Costco (NASDAQ:COST) is the second-largest U.S. retailer, with 2009 revenues of about $70 billion. Costco is the largest retailer in the warehouse club category, where it competes with Wal-Mart’s (NYSE:WMT) Sam’s Club and BJ’s Wholesale Clu...
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Smartphone E-Commerce Can Boost Amazon’s Stock 10%
Amazon (NASDAQ:AMZN) is the largest online retailer in the U.S. It competes with companies like eBay (NASDAQ:EBAY), Wal-Mart (NYSE:WMT) and Best Buy (NYSE:BBY) in the consumer retail space. We believe that growth in mobile e-commerce represents ...
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Wal-Mart Rotates Inventory and Squeezes Suppliers to Generate Significant Value
Wal-Mart (NYSE:WMT) is by far the largest retailer in the world with more than $400 billion in store revenues as of 2009, far ahead of competitors like Costco (NASDAQ:COST), Target (NYSE:TGT) and Best Buy (NYSE:BBY). Retail and consumer goods ma...
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Woot Acquisition Won’t Move Amazon’s Stock
Amazon (NASDAQ:AMZN) is the largest online retailer in the U.S. It competes with companies like eBay (NASDAQ:EBAY), Wal-Mart (NYSE:WMT) and Best Buy (NYSE:BBY). Amazon recently acquired e-commerce startup Woot.com for a rumored $110 million in c...
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Will U.S. Consumer Caution Hamper Best Buy?
Best Buy (NYSE:BBY) is the largest specialty retailer of consumer electronics in the U.S., with a market share of more than 22%. It competes primarily with Wal-Mart (NYSE:WMT) and RadioShack (NYSE:RSH). Recent news and data indicate that U.S. co...
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Rising Chinese Manufacturing Costs Could Squeeze Wal-Mart’s Margins
Wal-Mart (NYSE:WMT) is the world’s largest retailer, with more than $400 billion in store revenues in 2009. Major competitors include Costco (NASDAQ:COST), Target (NYSE:TGT) and Best Buy (NYSE:BBY). Wal-Mart offers consistently low prices in both...
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Wal-Mart Store Makeover Could Goose Sales
Wal-Mart (NYSE:WMT) is the world’s largest retailer, with more than $400 billion in store revenues in 2009. Major competitors include Costco (NASDAQ:COST), Target (NYSE:TGT) and Best Buy (NYSE:BBY). Wal-Mart offers consistently low prices i...
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Best Buy Enters the Media/Telecom Services Market
Best Buy (NYSE:BBY) is the largest specialty retailer of consumer electronics in the U.S. It enjoys a market share of more than 22% in the US consumer electronics market, competing primarily with Wal-Mart (NYSE:WMT) and RadioShack (NYSE:RSH). In...
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Wal-Mart’s Small Box Strategy
Wal-Mart (NYSE:WMT), is the largest retailer in the world, with more than $400 billion in store revenues in 2009. Major competitors include Costco (NASDAQ:COST), Target (NYSE:TGT) and Best Buy (NYSE:BBY). Wal-Mart operates both retail stores and ...
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International Expansion Key for Best Buy
Best Buy (NYSE:BBY), which competes primarily with Wal-Mart (NYSE:WMT) and RadioShack (NYSE:RSH) after the closure of Circuit City during the recession, is the largest specialty retailer of consumer electronics in the US. The retailer enjoys a m...
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Best Buy Taps Into Lucrative Mobile Market with Best Buy Mobile Stores
Best Buy (NYSE:BBY), which competes primarily with Wal-Mart (NYSE:WMT) and RadioShack (NYSE:RSH) after the closure of Circuit City during the recession, is the largest specialty retailer of consumer electronics in the US. The retailer enjoys a m...
