Big Box

Home Depot: One For The Bottom Drawer

2023-06-21T22:52:47+02:00

Home Depot is the eCommerce hero that nobody talks about. There are a lot of surprises in this business, with long-term financial performance telling a wonderful story. This is going to be a disappointing year vs. FY22, but is that perhaps an opportunity?

Home Depot: One For The Bottom Drawer2023-06-21T22:52:47+02:00

Walmart: It’s all in the mix

2022-06-21T19:21:19+02:00

Use the podcast player below to listen to our discussion on Walmart and its Q1’23 result, which accompanies the detailed write-up below: (Date of report: 26 May 2022) With the share price down 15% this year and 22% in the past month, Walmart hasn't been spared in this sell-off. The shocking thing about this is that the pain was felt in the space of a day, with the latest earnings release surprising the market to the downside. With a vast retail footprint and a business model that one would assume is an inflation hedge, has the market overreacted to Walmart's issues, [...]

Walmart: It’s all in the mix2022-06-21T19:21:19+02:00

Costco: can big box stay relevant?

2022-06-21T19:22:12+02:00

Use the podcast player below to listen to our discussion on Costco and its Q2’22 result, which accompanies the detailed write-up below: (Date of report: 13 April 2022) Costco is the ultimate warehouse club model. You can't shop there unless you are a member, which means you're paying at least $60 per year (or $120 for Executive Member status) for the privilege of access to bulk-buy deals at wholesale prices. If you live in South Africa, Makro is the closest thing you'll recognise to Costco. The business has been an exceptional performer. Berkshire Hathaway made a fortune with its investment in [...]

Costco: can big box stay relevant?2022-06-21T19:22:12+02:00
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