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swnyc2

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  • The Science of Hitting 2013-08-21 15:55
    swnyc2: How about an update on your thoughts on SPLS?
    Not really any change; I'll update here pretty soon. Thanks!
  • gusto.duel 2012-09-19 02:33
    Hi swnyc2,

    Regarding foreign stocks purchasing I am very happy with Interactive Brokers.

    Best regards.

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  • swnyc2 commented on The Science of Hitting's article 06-19 21:26
    Some Thoughts on Kroger
    I wrote an article about Kroger (KR) in March after the company reported fourth-quarter results for fiscal 2016 (link). Here was the premise of that...
    View all 3 comments
    swnyc2 06-19 22:26
    • Thanks for the Bain reference. In the U.S. the grocery business is highly fragmented. Even if Aldi and Lidl have only a 12% market share, they can still have a profound effect on prices across the entire U.S. market. One Lidl or Aldi store can force many nearby competing stores to lower their prices so as to maintian market share. This is what is happening in the U.K. where Tesco, Asda, Sainsbury, and Morrisons are all having a tough time with market declining market share and profit margins. By seilling their own private label products, Lidl and Aldi have essentially vertically integrated. They are substantially increasing the number of their U.S. stores and are offering a better value proposition to those consumers who are not married to national brands. Kroger's same store revenue will drop, and they will lose share. I think there is little that they can do in response. Perhaps if some of the weaker traditional grocery stores close, that will help Kroger.... This future does not bode well for Proctor and Gamble either....
  • swnyc2 commented on The Science of Hitting's article 06-18 23:44
    Some Thoughts on Kroger
    I wrote an article about Kroger (KR) in March after the company reported fourth-quarter results for fiscal 2016 (link). Here was the premise of that...
    View all 1 comment
    swnyc2 06-19 00:44
    • Thank you for sharing your thoughts. Nice article. But, I think things for Kroger will get worse, much worse.

      Take a look at what Lidl and Aldi have done to Tesco in the U.K.

      For the forseeable future, Kroger will be in a price war with Lidl and Aldi, and a technology / fulfillment war between AMZN and WMT. The U.S. consumer will benefit, but the retailers (all fo them) will do poorly for a good while.
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