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Amazon Will Buy Target This Year, Gene Munster Predicts

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Re: Amazon Will Buy Target This Year, Gene Munster Predicts

#31
post #6

Earlier quoted context omitted.

I actually think an Apple/Netflix merger makes a lot of sense. Apple sucks at online services and netflix could use the deep pockets.

There's no reason that Apple couldn't build a Netflix competitor and then ban Netflix from its mobile device platforms.

And that would be the day I switch to Samsung.

Re: Amazon Will Buy Target This Year, Gene Munster Predicts

#32
This actually gives Amazon a backdoor entrance to CVS/Caremark medication distribution. You see CVS has been slowing down building new free standing locations because they've taken over all of Target's pharmacy.

If Amazon does actually buy Target I would look at CVS start delivering prescriptions and equipment directly to homes via Amazon's distribution system. This is yet another reason not to go to a competitor.

I would also look at all Targets to become order pick-ups for rural and high crime areas.

Re: Amazon Will Buy Target This Year, Gene Munster Predicts

#33
post #16

For what purpose? Amazon's goal is to kill off traditional retail, as far as I can tell. Big box stores like Target are failing because their business model can't compete. Amazon already bought Whole Foods, which gives them a large enough physical presence to do whatever it is they're going to do with it. Integrating that business with the rest of Amazon will already take years- why complicate it further? My guess? G…

Target is failing? That is news to me.

Re: Amazon Will Buy Target This Year, Gene Munster Predicts

#34
post #16

For what purpose? Amazon's goal is to kill off traditional retail, as far as I can tell. Big box stores like Target are failing because their business model can't compete. Amazon already bought Whole Foods, which gives them a large enough physical presence to do whatever it is they're going to do with it. Integrating that business with the rest of Amazon will already take years- why complicate it further? My guess? G…

I disagree - their goal isn't to kill off traditional retail. Their goal is to get a cut of every transaction you make AND remove as much friction from the purchase as possible - wherever you make it...it makes perfect sense that Amazon would buy up a chain with lots of local presence.

Re: Amazon Will Buy Target This Year, Gene Munster Predicts

#35
post #19
post #12

Earlier quoted context omitted.

Umm, isn't that highly illegal? If you make a good profit and it can be traced to your rumor, I don't think the SEC finds that very funny.

True, but as you can see from SEC's stance of pump and dump schemes on altcoins, there are ways of blurring the lines of legality.

I am also under the impression not many people get caught doing a pump and dump.

Re: Amazon Will Buy Target This Year, Gene Munster Predicts

#36
post #4
post #2

what's with all these analysts predicting mega mergers today? > "Citi analysts see 40% chance Apple will buy Netflix" Yeah, right. It's baseless cable news headline-bait garbage.

Slow news day.

It is the first real news day since the holiday.

Re: Amazon Will Buy Target This Year, Gene Munster Predicts

#37
post #27
post #16

For what purpose? Amazon's goal is to kill off traditional retail, as far as I can tell. Big box stores like Target are failing because their business model can't compete. Amazon already bought Whole Foods, which gives them a large enough physical presence to do whatever it is they're going to do with it. Integrating that business with the rest of Amazon will already take years- why complicate it further? My guess? G…

Amazon wouldn’t have brought Wholefoods if according to your logic. They can use Targets physical location to cover a lot of last mile delivery or more products to have those 2 hour deliveries.

There are many products at Target that are simply inferior and more expensive than their alternatives on Amazon.

If target could more intelligently replace those inferior and pricier products with their cheaper, Amazon-based alternative, then Target would provide a more competitive buying experience.

But Target is locked in with old brands and not necessarily the best ones in the market for their given vertical.

Seems like an extremely simple fix, but maybe Target is mired in longer term contracts with big brands that they can't break.

As a quick example, is Bic still the best manufacturer of the best available pens?

Re: Amazon Will Buy Target This Year, Gene Munster Predicts

#38

This actually gives Amazon a backdoor entrance to CVS/Caremark medication distribution. You see CVS has been slowing down building new free standing locations because they've taken over all of Target's pharmacy. If Amazon does actually buy Target I would look at CVS start delivering prescriptions and equipment directly to homes via Amazon's distribution system. This is yet another reason not to go to a competitor. I…

excellent insight - access to CVS would be huge for them

Re: Amazon Will Buy Target This Year, Gene Munster Predicts

#40
post #16

For what purpose? Amazon's goal is to kill off traditional retail, as far as I can tell. Big box stores like Target are failing because their business model can't compete. Amazon already bought Whole Foods, which gives them a large enough physical presence to do whatever it is they're going to do with it. Integrating that business with the rest of Amazon will already take years- why complicate it further? My guess? G…

Seems like it. Because Target is an expensive and nonsensical acquisition for Amazon. Also, even if it were a real possibility - I really hope not. We don't need more monopolies.

That is the only thing people are hold on for this not happening. The politics of this merger is the only thing possibly stopping this.
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