Tag Archives: Amazon

Foot traffic is declining and Black Friday can be much bigger than Cyber Monday in online sales

You have to wake up before it is too late. Black Friday is not what is used to be. Only a few years ago retailers were crowded with crazy people looking for a great deal. People still get great deals but some of them have already changed their behaviour.

According to Shoppertrak, foot traffic to U.S stores has fallen each year on Black Friday. We can clearly see a shift in the market, and reasons are many.

 

 

You can see it happening right in front of your eyes. Right now. Retailers are struggling and I have talked about if for years. Worst of all; this is just the beginning, and it is understandable. It is a natural thing.

Retailer chains said they will close about 7,000 stores and many of them are filing for bankruptcy. Many of them have too much debt and too many shops in the chain. On top of that we know that consumers wants to buy online.

Online retail activity are ten times bigger today than it was in 2004, and last year, on-line sales on Black Friday was around $2 billion, according to ComScore. Salesforce predicts Black Friday will be much bigger than Cyber Monday in online sales.

I take all the research on Black Friday as a pinch of salt, because retailers are destroying the day by starting the sale a week before the big day. Some call it Black Week, some call it Black Weekend and that will weaken the most important day Black Friday. That too makes the measure of the day a bit wrong. Black Friday is not only on Friday but sometimes for a whole week.

So, if you missed out on your shopping on Black Friday you still have the change to make a great deal on Cyber Monday.

The deals have already started and you can now buy for a discounted price at stores like Walmart, Amazon, Best Buy or Target. Cyber Monday is the online equivalent to Black Friday and the start is early on Monday November 27, 2017.

This is the day you can get deep discounts on Samsung, LG, Sharp, HP and Dell. You can also get a cheap PS4 slim and Xbox One S, Nintendo and iPhone X to name a few. It remains to see Cyber Monday exceeds Black Friday in on-line sales.

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Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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S&P 500 has gained about 2,5% in the past three months while Alibaba has jumped nearly 30%

Alibaba is a Chinese company I have been following since the first day they went public. It is also a company I have been trading with long before it went public, and shares have skyrocketed since then.

The Chinese giant is expected to report earnings on Thursday and investors must expect to see strong growth.

 

 

Alibabas growth will come in from online sales and cloud. According to Chinas National Bureau of Statistics, Alibaba`s retail sales growth jumped 41% YoY in June from 30% YoY in June. E-commerce penetration reached 18,6% in June this year.

The E-commerce giant is expected to benefit from improved spending trends in China. China Commerce is expected to grow 38% to $4,9 billion, and cloud computing & internet infrastructure is expected to grow a whopping 106,5% YoY to $369 million.

Just like Amazon, cloud computing is a growth engine for Alibaba, which is a $1 billion revenue run rate for the company. The company is improving thanks to its target marketing and bigger push on its mobile site.

S&P 500 has gained about 2,5% in the past three months while Alibaba has jumped nearly 30%. Shares are up about 60% in just six months. That`s strong growth.

The FactSet consensus if for revenue of $7,1 billion, which is up from $4,6 billion in the year earlier period.

Alibaba is expected to report earnings on 08/17/2017 before market open. Get ready for higher earnings and strong growth.

 

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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New home sales came in strong in May and June and Home Depot will profit from it

Home Depot has been a great stock for many years and the shares has gone straight up since 2010. This tells us a lot about the market. It`s really good. Home Depot is a home improvement retailer. The company sells an assortment of building materials, home improvement products, and lawn and garden products, and provides various services.

New home sales came in strong in May and June this year which means people have jobs, wages and money. Just ask Home Depot.

 

 

Many companies have problems to compete with Amazon but Home Depot seems to do it well in this environment. But no brick-and-mortar player can take it all during the online retail competition. Home Depot saw that in July when Amazon and Sears found each other.

The stock Home Depot got hit last month by the news of the partnership between Amazon and Sears. It didn`t take much time for the stock to snap back and the same can happen during the next quarterly event.

Home Depot is expected to report earnings on 08/15/2017 before market open. The report will be for the fiscal Quarter ending July 2017. Earnings forecast for the quarter is $2,21. The reported earnings per share for the same quarter last year was $1,97.

 

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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Most of Disney`s revenue comes from Media Networks with $5,9 billions in revenue but it is declining

I have always been a very big fan of Walt Disney. Not only because of the equities but all the work they have done. All the films and all the cartoon heroes. That`s what I call real big entertainment in first class.

Walt Disney is expected to report earnings on Tuesday 8 August and ESPN will be a key in the report this time. In May, we saw bad news from the ESPN segment and the shares has declined since the last report.

 

 

$1,1 billions of the revenues comes from Consumer products & Interactive media. $2 billions comes from Studio Entertainment and $4,3 billions comes from Parks and Resorts while most of Disney`s revenue comes from Media Networks with $5,9 billions in revenue.

But, sadly for Disney, the revenue from Media Networks is declining. The cable TV and broadcast networks have been hit hard and millions of subscribers have jumped over to on demand TV and live streaming.

Many people are cutting cords and spend more time and money on streaming services such as Netflix and Amazon Prime Video. According to Nielsen, ESPN has lost more than 13 million subscribers in recent years.

They had about 100 million subscribers in 2011 but today it is less than 87 million.

ESPN are facing sharp competition from Amazon Prime. Their flagship sports news program SportsCenter has dropped dramatically over the last decade.

Amazon outbid Sky Sports for the UK telecast right of all ATP events and is paying about £10 million per year for this deal. Amazon is also paying about $50 million for rights to stream 10 Thursday night games of National Football League.

This is why ESPN has been a worry for investors for a while. Advertising was also soft in Q1 (Disney`s F2Q). All this is why analysts are lowering their price target for the Disney stock. But Disney are taking steps to erase investors fears.

They have partnered with OTT players. They have also partnered with AT&T`s OTT service DirecTVNow. In addition; many Disney channels and ESPN are a huge part of the recently launched YouTube Live TV service and they acquired a 33% stake in the sports streaming site BAMTech.

ESPN and Turner Sports signed a new deal with NBA and they pay about $2,6 billion per year for that deal which is 180% more than last year. The competition in the market is pushing the prices up for many of the sporting events and this is squeezing the cable network segment.

Disney hiked ESPN subscriber charges including laying off hundreds of staff to control costs to meet the challenges. Rising costs and declining subscribers has decreased ESPNs income to Disneys profit. It`s nearly half of what it was only five years ago.

While ESPN is a big worry for investors, other segments are doing it very good.

Disney Inc will report earnings on Tuesday 8 August after market close. The report will be for the fiscal Quarter ending June 2017. The consensus earnings for the quarter is $1,53 while the earnings for the same period last year was $1,62.

 

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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Amazon`s market cap is now over $500 billion

A company we talked much about in the late 90s was Amazon. Back then Amazons shares traded below $10. Now, shares are above $1000. On Wednesday, it closed at $1,052,80 which is up 12,93 points or 1,24% for the day. What a company.

It is a huge company and belive it or not, it is a strong momentum going on here and that indicates Amazon has strong growth potential for the future. The company reported a 34% YoY increase in third-party seller service revenues in the first quarter ($6,44 billion).

 

 

Amazon also had a 49% increase in subscription revenue in the first quarter ($1,94 billion). AWS revenues grew 43% to $3,66 billion.

Amazon acquired the brick-an-mortar grocery store chain Whole Foods and that will give the company a boost in the e-commerce business. This alone will add more value to its shareholders and therefore change Amazon`s margins.

Amazon.com Inc is expected to report earnings on Thursday 27 after market close. The report will be for the fiscal Quarter ending June 2017. Earnings forecast for the quarter is $1,4 versus $1,78 for the same quarter last year.

Expected revenue is $37,2 billion versus $30,4 billion in sales for the same quarter last year.  Amazons market cap is now over $500 billion. Thats BIG. B.I.G.

 

 

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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