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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

#41

Earlier quoted context omitted.

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

Other than the fact that every attempt apple has made at a cloud service has been terrible.

Am I wrong, or are iCloud and Apple Music both better than terrible cloud services?

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

#42
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's goal is to kill off traditional retail, as far as I can tell.

Then why are they opening up bookstores?

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

#43
post #12

Earlier quoted context omitted.

1. Buy stock/derivatives in a large company that could plausibly purchase another large company. 2. Announce rumours of merger/acquisition. 3. Stock price rises, sell stock/derivatives at a profit.

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.

I'm not an expert at this! But it would seem a fairly straightforward way to profit without directly trafficking in securities linked to either purchaser or acquirer would be to instead use related company securities instead.

Ex: rumor is Amazon will buy Target. Buy securities on a basket of retail, ex-Target, with similarities to Target.

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

#45
post #37
post #27

Earlier quoted context omitted.

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. Seem…

When I lived in a smaller suburban town Target was a great responsibly priced alternative to Amazon for many things, especially consumables like cleaning supplies. Now that I lie in a busy city its not worth the horribly busy parking, checkout lines and crowds to go to Target. If I could simply order everything from Amazon I would. If Target sold better quality I still wouldn't go. Prime Now seems to be improving but the selection is pretty spotty.

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

#46

If it takes drones to make brick and mortar restrooms not excessively laden with feces... then i welcome our new masters

My experience with Target restrooms has been mostly positive. They also tend to be easily visible, near the entrance and signed, unlike many other big box stores where you have to ask someone because its impossible to find the restroom.

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

#47

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…

CVS already has their own home delivery which I'm guessing makes this good for both Amazon and CVS.

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

#48
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…

Everything is cyclical. You went from the Mainframes to PC era and not back to cloud computing (main frames). Amazon is kind of like sears.It started out as a catalog and then open retail store.

There's a certain sense of irony in Amazon taking part of the old Sears distribution building in Seattle for their physical grocery store.

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

#49
post #12

Earlier quoted context omitted.

1. Buy stock/derivatives in a large company that could plausibly purchase another large company. 2. Announce rumours of merger/acquisition. 3. Stock price rises, sell stock/derivatives at a profit.

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.

Yeah, IANAL, but that sounds like a textbook pump-and-dump.

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

#50

Earlier quoted context omitted.

Target has real-estate, they've done all the legwork to figure out where big stores like that need to be. Everything is already built, Amazon just needs to put their logo on it. Voila - digital empire turned physical overnight.

How is that different from Whole Foods?

Whole foods has ~470 stores in North America and the UK, Target has ~1,800 worldwide. And I've never seen a Whole Foods next to a Target. Amazon just quadrupled their real estate footprint!
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