Latest Articles
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A Look at Costco’s Key Metrics vs. Competitors
Costco (NASDAQ:COST) traditionally competes with warehouse club operators including BJ’s Wholesale Club (NYSE:BJ) and Sam’s Club, in addition to large retailers like Wal-Mart (NYSE:WMT), Best Buy (NYSE:BBY) and Target (NYSE:TGT). The ...
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Wal-Mart Should Keep Close Watch on Food Cost Inflation
Wal-Mart (NYSE:WMT) is the world’s largest retailer, competing with companies like Target (NYSE:TGT), Costco (NASDAQ:COST), Amazon (NASDAQ:AMZN) and Best Buy (NYSE:BBY). The retailer sells almost every variety of merchandise, but is most d...
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Trefis Picks of the Week for Telecom, Media, Technology & Retail
Telecom, Media and Technology – Trefis Picks of the Week Below is a summary of featured articles across the technology, media and telecom sectors that investors may find useful. The following selection of articles was drawn from top web publi...
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Online Retail Momentum and Smartphone Proliferation Lift Outlook for Amazon
According to a recent report from IBM (NYSE:IBM) Coremetrics, online sales during the 2010 holiday season increased roughly 24% year-over-year (YOY) in November and 12% YOY in December. This growth outpaced the improvement recorded by the overall...
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Is Best Buy Losing its Edge?
Best Buy (NYSE:BBY) is a specialty electronics retailer that competes with general retailers like Wal-Mart (NYSE:WMT) and Costco (NASDAQ:COST) as well as other specialty retailers like GameStop (NYSE:GME) and Radio Shack (NYSE:RSH). Our price es...
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Best Buy Inventory Levels Could Prompt Discounting, Putting Pressure on Profit Margins
Best Buy (NYSE:BBY) is a specialty electronics retailer that competes with general retailers like Wal-Mart (NYSE:WMT) and Costco (NASDAQ:COST) as well as other specialty retailers like GameStop (NYSE:GME) and Radio Shack (NYSE:RSH). Our current...
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Amazon Benefits From Increasing Penetration of Online Retail Sales
The penetration of online purchases in the overall electronics and general merchandise (EGM) sales in the US has been rising over the years, from about 6% in 2005 to around 12% in 2010, led primarily by increasing broadband penetration and advanc...
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Wal-Mart’s e-Commerce Investment Taps Chinese Retail Growth
Wal-Mart (NYSE:WMT), which competes with other retailers like Costco (NASDAQ:COST), Target (NYSE:TGT) and Amazon (NASDAQ:AMZN), has been strategically expanding into China since opening its first Supercenter and Sam’s Club in 1996. The risi...
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Amazon – Trefis Price Estimate Raised as Shoppers Move Online
Amazon (NASDAQ:AMZN) is an online retailer that sells a variety of books, music, electronics, and apparel across North America, Europe, and Asia. The company primarily competes with other online retailers like eBay (NASDAQ:EBAY) in addition to tr...
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Costco – Electronics Market Share Opportunity is an Uphill Battle
Recent reports suggest that retailers like Wal-Mart (NYSE:WMT) and Amazon (NASDAQ:AMZN) are taking some of Best Buy’s (NYSE:BBY) consumer electronics market share with the help of their promotional discounts and offers as well as effective onlin...
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Wal-Mart’s Selective Discounting to Drive Sales, Maintain Margins
Wal-Mart (NYSE:WMT) seems to be adopting a mixed approach to drive holiday sales instead of just purely discounting all the products to drive store volumes. While this signals the retailer’s increased confidence for holiday shopping, it als...
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Can Best Buy Correct Product Missteps?
Best Buy (NYSE:BBY) released its 3rd quarter earnings and the market promptly lopped 15% off its stock price. Best Buy competes with a handful of companies selling consumer electronics such as Wal-Mart (NYSE:WMT), Costco (NASDAQ:COST), Radiosh...
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Cash Productivity Best Buy vs. Wal-Mart’s US Stores
Best Buy (NYSE:BBY) has not had a major direct competitor in the consumer electronics market since Circuit City’s bankruptcy in 2008. However given the higher price point appeal of consumer electronics, competitors such as Wal-Mart (NYSE:...
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Will Best Buy’s Earnings Miss Weigh on Wal-Mart?
Probably not. We believe that Wal-Mart (NYSE:WMT) is well positioned to take advantage of the improving economy and uptick in consumer spending compared to Best Buy (NYSE:BBY). Best Buy’s recent earnings release was followed by a massive 15...
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Can Wal-Mart Get to $70 on Domestic Sales Growth?
Wal-Mart (NYSE:WMT), which competes with retailers like Costco (NASDAQ:COST), Target (NYSE:TGT), Best Buy (NYSE:BBY) and Amazon (NASDAQ:AMZN), recently released its Q3 report of 2010. US same-store sales were down 1.3% YOY marking the sixth s...
