Latest Articles
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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...
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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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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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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...
