The Daily Dose: Revenge of the Big-Box Stores

 | May 23, 2014 | 12:30 PM EDT  | Comments
  • Comment
  • Print Print
  • Print
Stock quotes in this article:

bby

,

m

,

dks

,

amzn

,

wmt

,

tgt

We made it to the summit of retail earnings season and survived yet again. You know old age is creeping in when reading transcripts of earnings calls at 2 a.m. becomes tiresome (it never used to be). Ahead of the long weekend, I want to share pictures of things I passed during my latest mountain climb.

Best Buy's Repurpose

We are witnessing something very, very interesting at Best Buy (BBY) that could be used as a template for other retailers that have implemented ship-from-store capabilities for online orders (Dick's Sporting Goods (DKS) and Macy's (M) are others). These stores are seeing much stronger online sales as consumers are assured of inventory being in stock at the lowest possible price. Suddenly, large-box stores resemble distribution centers that so happen to sell merchandise to people who walk in off the street.

Ship-from-store is shaping up to be a formidable threat to Amazon.com (AMZN), as large-box retailers clearly outnumber the online giant in the number of distribution centers -- whoops, I mean retail stores.

Check out how this new capability is leading to sales acceleration at Best Buy.

BBY Comps
Belus Capital Advisors
BBY Electronics Sales
Belus Capital Advisors

Target Is Off Target

Target (TGT) is reeling because it can't get people into its stores! The number of trips continues to be under pressure. That is also an issue at Wal-Mart (WMT), despite massive price investments.

TGT Comps
Belus Capital Advisors

Columnist Conversations

Good day in market with DJIA leading the gains, albeit with a big assist from Visa (V) which soared on earning...
Textron is beginning to look somewhat extended. With today's slight advance the stock is up just shy of ...
The Fibocall: Twitter updated from October 28 "All is not lost, though, as the stock is about to enter the bou...
The Fibocall: Amazon updated from October 24 (DAY 1) "Readers of The Fibocall know that we like to examine sto...

BEST IDEAS

REAL MONEY'S BEST IDEAS

Columnist Tweets

BROKERAGE PARTNERS

Except as otherwise indicated, quotes are delayed. Quotes delayed at least 20 minutes for all exchanges. Market Data provided by Interactive Data. Company fundamental data provided by Morningstar. Earnings and ratings provided by Zacks. Mutual fund data provided by Valueline. ETF data provided by Lipper. Powered and implemented by Interactive Data Managed Solutions.


TheStreet Ratings updates stock ratings daily. However, if no rating change occurs, the data on this page does not update. The data does update after 90 days if no rating change occurs within that time period.

IDC calculates the Market Cap for the basic symbol to include common shares only. Year-to-date mutual fund returns are calculated on a monthly basis by Value Line and posted mid-month.