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Peter Fan

Amazon kupio Whole Foods. Nije mi jasna logika.

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jms_uk

Amazon kupio Whole Foods. Nije mi jasna logika.

 

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Amazon kupio Whole Foods. Nije mi jasna logika.

 

1) Trziste namirnica je ogromno. Problem za Amazonov servis dostave (Fresh) su kvarljive namirnice (voce, povrce, mleko isl) zbog koga magacini moraju da budu blizu mesta stanovanja, sto je skupo. E sad, ako ti je magacin ujedno i brick and mortar prodavnica, to vec drasticno pojeftinjuje servis. Dalje, Amazon ovim puca samara ostalim servisima za dostavu, a pritom igra na premijum kupce kojima moze da udara vecu marzu.

 

2) Walmart kupi Jet.com, Amazon kupi Whole Foods. 

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Peter Fan

Da, taj dio je jasan, ali zasto Whole Foods? U industriji koja prezivljava na izuzetno malim marginama,oni kupuju high-cost kompaniju. Nema sense da oni proizvedu primjetljiv sinergisticki efekat, a da ne sjebu Whole Foods brand. Onda je bolje da su kupili Costco, koji je dobar presjek skladista i brenda koji je prihvacen sirom klasnog spectra. A ako se sjebe Whole Foods brand, to je onda value destruction a ne value creation.

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hazard

Dizni kupio većinu Foksa. Džibus

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Peter Fan

Red ja da ovdje zabiljezimo I deals, ali oni koji nisu direktno podstaknuti zeljom za ukrupnjavanje, vec obrnuto: rasprodajom kucne srebrenine.

 

Doduse, ta rasprodaje ima svoj prauzrok u ukrupnjavanju:

 

 

Reuters) - General Electric Co <GE.N> is pursuing assets sales with "urgency" to reduce its high debt and is unsure when its ailing power business will hit bottom, Chief Executive Officer Larry Culp said in a television interview on Monday, sending its shares down as much as 10 percent

 

https://finance.yahoo.com/news/general-electric-ceo-culp-says-company-too-much-150822593--sector.html

 

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