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The price multiples of Walgreens are very low, and through a discounted cash flow I calculated a fair value of $78.42, well above the current $43. Walgreens management has realized that the company needs a jolt to improve its growth rates, and over the past year has decided to invest ...
As previously detailed beforehand, Amazon's 1st quarter would be the worst in its history. Sure enough, it was, and the stock plunged 16% the following day. While revenue came in as expected, the market was spooked by lower operating income, margins and tepid guidance. Ugly (and m...
According to the latest estimates from deStatis, retail sales crashed by 5.4% in April 2022 when compared to March; nearly identical m/m results from the prior April. Only this time, no case count conundrum or overstimulated government in sight. No one can blame the pandemic for this ...
The pandemic has opened the door for a long-overdue great retail reset that may help move many retailers into more stable and profitable positions. Supply chain issues originating during the pandemic persist today and will likely continue through 2022. Consumers are becoming incre...
Big box retailer Costco beats earnings and sales estimates in Q3. Prices of hot dog/soda combo and membership fees not being increased. We look at how Costco will continue to take market share if indeed inflation persists. For further details see: Costco: Solid Q3 Earnin...
The economic news emanating from Britain and the European Union is continuing to come in weak, as many European countries are expected to slip into a recession this year. While inflation may be ebbing in China and the U.S., inflation is still accelerating in Britain and the rest of Eu...
Retail sales have spiked over the last few months. Online retailers aren’t fairing much better. Inflation creates the illusion of retail strength. For further details see: Retailers Getting Hammered By Rising Costs
Until this week, that maxim seemed to be working in the current market as well, with both Target and Walmart as well as basic consumer goods companies in general holding their values better than the broader market indexes. To be sure, the news was not all bad. Sales for both Walmart a...
Down 27% YTD, Lowe's is trading at its lowest forward P/E in nearly a decade. The company reported mixed Q1 earnings on May 18th. Revenues missed estimates, with same-store sales declining 4%, down 3.8% in the US. EPS for the quarter was $3.51, beating estimates of $3.23. ...
Latest 12 months wholesale price inflation ran 11%. Walmart and Target have big 2Q earnings misses. Oops! Retail demand does not seem to be the problem. In a market where computers and ETFs have no discernment, everything goes on sale. Retail may be uniquely advantaged when it...
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2024-07-14 06:24:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-05-13 20:34:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-05-04 02:12:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...