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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

#71

Post by nunez »

samfisher83 wrote: post #26
mabbo wrote: 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.

amazon is sears done right

sears should have been amazon

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

#72

Post by pasquinelli »

mabbo wrote: 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…

"Big box stores like Target are failing because their business model can't compete."

most retail sales are made at big box stores. amazon probably wants some of that, yeah?

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

#73

Post by burntcookie90 »

jonknee wrote: post #67

If Amazon is going to make a high dollar retail acquisition, I think Costco makes a lot more sense than Target. True warehouse stores that could be used for distribution, high income customers who don't mind paying a subscription fee and it is already headquartered in the Seattle area.

i want this just to see how the company cultures would clash...

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

#74

Post by cjf4 »

jonknee wrote: post #67

If Amazon is going to make a high dollar retail acquisition, I think Costco makes a lot more sense than Target. True warehouse stores that could be used for distribution, high income customers who don't mind paying a subscription fee and it is already headquartered in the Seattle area.

Costco would be almost 3 times the cost, using market cap as a basis.

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

#75

Post by cjoy »

lev99 wrote: post #41
empath75 wrote: post #22

Earlier quoted context omitted.

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?

I would say you are wrong. I have used both and the experience was always worse compared to that of competitors, despite their advantage of

a) deep hardware integration b) deep platform integration (so much, that it feels like effort is required to not use the services).

I guess it depends on what your bar is for “better than terrible”, but when I look at the richest company in tech that also happens to own the entire stack in play, then “better than terrible” is not remotely good enough.

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

#76

Post by stcredzero »

mabbo wrote: 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 already bought Whole Foods, which gives them a large enough physical presence to do whatever it is they're going to do with it.

Let me think about picking up consumer electronics from Whole Foods...Nah! Don't like it. Doesn't work for me as a consumer from a branding perspective. Picking those up from Target? Sure! The branding work there has already been done.

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

#77

Post by hkmurakami »

burntcookie90 wrote: post #73
jonknee wrote: post #67

If Amazon is going to make a high dollar retail acquisition, I think Costco makes a lot more sense than Target. True warehouse stores that could be used for distribution, high income customers who don't mind paying a subscription fee and it is already headquartered in the Seattle area.

i want this just to see how the company cultures would clash...

That's a good point. They treat their retail/warehouse employees very differently.

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

#78

Post by hexis »

mabbo wrote: 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…

If their goal is to kill traditional retail, why are they opening traditional retail book stores across America?

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

#79

Post by fezz »

mabbo wrote: 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 is following the path of Sears which started of as a delivery based store and then ended up with a physical store network.

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

#80

Post by justherefortart »

cjf4 wrote: post #74
jonknee wrote: post #67

If Amazon is going to make a high dollar retail acquisition, I think Costco makes a lot more sense than Target. True warehouse stores that could be used for distribution, high income customers who don't mind paying a subscription fee and it is already headquartered in the Seattle area.

Costco would be almost 3 times the cost, using market cap as a basis.

Much less coverage as well. Not to mention different philosophies.
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