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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

#81

Post by Goronmon »

djsumdog wrote: post #56
BlackjackCF wrote: post #21

Earlier quoted context omitted.

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.

I stopped shopping at Wal-Mart back around 2009 and stopped buying from Amazon around 2012. I don't like support those models and I hate how so much in the tech world is dependent on Amazon. There should be more providers people are willing to use. It saddened me when Amazon absorbed Whole Foods. I still shop there because I like the breakfast bar, and there's a limit on what we can actually do as consumers. I realiz…

I realize it's all symbolic as you can't actually "vote with your dollars" as the libertarians would have you believe.

"Voting" has never guaranteed that your desired outcome is the one chosen. If it was, it would have to be called something other than "voting".

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

#82

Post by sjg007 »

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…

Walmart is Amazon's largest competitor in retail and they have a big footprint. I think buying Target makes sense because they get access to more products (and store branded products) as well as local distribution which may help reduce shipping costs.

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

#83

Post by eurticket »

randomerr wrote: post #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…

I wonder how this will effect companies in the same environment like Walgreens and to a lesser scale Express Scripts.

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

#84

Post by mikey_p »

stcredzero wrote: post #76
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.

It seems ridiculous, but that is exactly what they are doing in some stores. Amazon electronics kiosk just before the checkouts:

https://twitter.com/alexhillman/status/947593851715424256

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

#85

Post by mikey_p »

athenot wrote: post #11

I was in Whole Foods yesterday and was half-expecting to see USB cables for sale between the tomatoes and the oranges—the real-world version of Amazon's product recommendations... :) But then that got me thinking that Whole Foods just might be their first foray into retail and I could see them making other retail acquisitions in various niches to eventually cover a wide spectrum of goods. Target seems more questionab…

I replied to another comment, but this reality is already here: https://twitter.com/alexhillman/status/947593851715424256

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

#86

Post by khedoros1 »

debt wrote: post #37
m3kw9 wrote: 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…

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

And there are many products on Amazon that are fake. At least I know what I'm getting at Target, and returns don't involve negotiating for a shipping label and figuring out where there's a package drop-off nearby.

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

Probably not, but luckily they're not the only brands that Target carries in-store: Paper Mate, Pilot, BIC, NPW, Pentel, Staedtler, Sugar Rush, Uniball, up&up, Write Dudes, and Yoobi are all advertised as pen brands sold by Target.

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

#87

Post by stcredzero »

mikey_p wrote: post #84
stcredzero wrote: post #76

Earlier quoted context omitted.

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.

It seems ridiculous, but that is exactly what they are doing in some stores. Amazon electronics kiosk just before the checkouts: https://twitter.com/alexhillman/status/947593851715424256

Okay. So look at the pictures and think about that vs. Target. Which do you prefer? (Not rhetorical. What are your impressions? 3rd party readers/lurkers please chime in!)

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

#88

Post by jandrese »

SimbaOnSteroids wrote: post #60
Talyen42 wrote: 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.

I thought the Apple acquires Netflix rumor was old. They were also looking at acquiring Disney and some others as well, according to the rumor.

The "Apple buys Disney" seemed more like people just dreaming up what they would do with umpteen trillion dollars and making a blog post out of it.

Apple buying Netflix makes slightly more sense given that their own streaming video offerings are not exactly taking the world by storm. I have no idea what they would do with Netflix after they bought them though. Apple's STB offerings already have a Netflix app I'm sure.

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

#89

Post by ForRealsies »

gmoore wrote: post #38
randomerr wrote: post #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…

excellent insight - access to CVS would be huge for them

There's no way such easy access to prescription drugs could ever go wrong.

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

#90

Post by rwc »

athenot wrote: post #12
ZenoArrow wrote: post #9

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.

This is exactly what Jim Cramer did
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