Wall Street wins To do this to yourself to find a long-term research - retail.
addition to domestic retail appliance chain Gome and Suning achieved great success, other companies have not seen anything really different place. But retail is indeed produced 10 times or 100 times the shares of the fertile soil, with the national consumer awareness and national economic development, I believe this will have a 10 times and a stock.
Unfortunately, his is still on the industry to know nothing about.
first off the ground today, will always be concerned about the future. Hope all my friends a lot of advice, to give more valuable advice (including commercial retail, restaurant chains, etc.).
two parts reproduced below the article:
⊙ Jiang Ren
retail is one of the Fund's favor, although institutional investors are good at using a very sophisticated financial analysis to select growth of retail companies, but the average investor Peter Lynch, told the same shopping can be accurately selected to the excellent growth of retail variety, but also in the Peter Lynch's investment in practice, through the method of stock picking is indeed looking for shopping to a large bull stock.
Peter Lynch shares rose by the largest study found that many of the great bull stock, often to and from the shopping malls frequented by millions of consumers, including Home Depot, Gap Inc. and Wal-Mart. As long as investment in the company in 1986, holding the end of 1991 will be 5 years increased by 5 times the market value. China is in a transition from the external demand to domestic demand in the process, not only within the stock market now has a retail company, the future of retail in the domestic listed companies is also very likely to occur with high growth companies, as this stage of China retail company is in the process of development to accelerated development, re-produce similar Suning, and other large retail business is still very high probability of a large bull stock.
Peter Lynch mentioned a company called Toys R Us, the stock has increased from 25 cents to 36 U.S. dollars, up 144 times. Now we are many shopping centers in China can be seen in Toys R Us. I have to follow Peter Lynch's approach, in a shopping stroll, Qiayu a Toys R Us, which many people are basically parents with children. One of the scenes made me stay for a long time, a child stamping their feet at the door crying, the parents obviously do not want to buy toys for children to pretend to leave children or burst into tears, after a lot of people around, and finally the parents still no way to hold a child back again to the Rus. Indeed, from Rus store design has been greatly attracted the attention of children, while fighting the city into an anti-child may never escape the temptation of their products so that parents pay out. Another case is the Lebitz
furniture company, Peter Lynch saw its stock rise from start to finish the whole process 100 times. This retail chain that not all people know that while retail companies are able to succeed, but at least we can easily observe their shopping at the same time the development process. When you observe a retail chain patience to see it first in one region after the success of the country then began to expand, and the facts show the same in other parts of the original's success can be replicated, this time to invest too late. Suning is listed at the beginning so as Lebitz furniture company, even if we just listed in their ordinary investors can not see when its future development, but as long as it is found that the expansion in the country after the success of the model should be sure it is successful.
shopping companies are picking the success stories, ordinary investors can in this way to find the next gold mine, after all, China's stock market golden years, opportunities will be many, the key is not to let the opportunity to master methods slip from your fingers. Although the sky will not fall out, but the opportunities will always favor those who diligently. * Retail: If the U.S. stock market which plate to the bull stock which, it was possible to calculate the retail industry (Author: Beginning of Spring)
【Published: 2006-08-22 15:56 ... colorful confluence visit / Re: 265 / 0】
first Xieli Chun brother!
★ recent years the U.S. top ten Ushimata
original version: Beginning of Spring 2006-08-16 09:04 colorful confluence View / Reply: 13941/146】
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【* Original: Beginning of Spring 2006-08-21 12:30】
inside that section if the most out of U.S. stocks Ushimata, it may be to calculate the retail industry, history the top 20 is great Ushimata many retail, such as Wal-Mart, or 5,000 times, and also is not participating, BEST BUY (United States Su Ningguo U.S.), or 500 times the (still said 800 times but I did not so much the data), the Dow 30 Index ranked the United States home HD, 9 split, rising for 14 consecutive years, or 300 times, etc., as well as the darling of Peter Lynch, THE LIMITED ( have been acquired, women stockings monopoly) and TOYSUS (toy monopoly acquired) are rising for many years a large retail securities
Ushimata fire, is surrounded by flowering, selling gradually getting there, I also understand how a pair of shoes before buying car rental coffee shop clothing (such as Starbucks) to buy a small pizza to buy jewelry, how's that these stocks can rise, in particular shoe, like the AEOS, long bull, has been In the rose, also 5 / 6 times a, ANF clothing monopoly, also rose a total of 10 times out, JWN clothing footwear franchising, 5 times, but very familiar with this area, I do not know how to start identification, feels competition is not small , but who is strong on what to verify, there is no concept of the
Starbucks Coffee to China, accounting for a small white-collar part of the space, now or in the groundwork phase, if a firm in China and expand, presumably the stock price still a long way up it
SHLD (Sears Holdings Corporation)
Sears Holdings Corporation, is America's oldest department store the original boss Sears (Hills) and the retail giant Kay Matt holding company of the combined company, to jointly resist the retail giant Wal-Mart Corporation, the two most prominent companies by increasing the lonely, contrasting the Wal-Mart's extraordinary development, including background, is very interesting < br>
2004 年 11 17, K-Mart announced that U.S. retail companies 110 billion merger price of Sears - Roebuck & Company formed the third largest U.S. retail companies, as major economic news of recent U.S. one. Concerning this type of retail fish eat small fish reorganization case, the profound meaning of the U.S. retail industry.
said Kmart Sears merger is 03, Kmart management revenue was only 26 billion U.S. dollars, ranking the The total revenue of Sears and up to over 410 billion U.S. dollars, 32-bit. However, the first 9 months of this year, sales of 13.8 billion U.S. dollars Kmart has profit of 8 billion U.S. dollars, Sears sales of USD 24.9 billion and has loss of $ 61,000,000. So, to say this is
Historically, Kmart and Sears not only not a small fish or big fish, can be said that the U.S. retail industry veteran had a Sears created in 1893, long-term to Kmart was built in 1899, the last century 60's way to the rapid development of discount sales, 70 years to become the largest U.S. retail companies. And now the world's largest Wal-Mart's sales were only 5% of Kmart. However, with changing times, the two companies passed their prime, Kmart declared bankruptcy protection in early 2002. Sears many years of mediocre performance,cheap UGG boots, 5 years ago, sadly lost in 1928 has been owned by Road - Jones 30 industrial stocks, one of the throne. With them in sharp contrast,UGG boots clearance, when Wal-Mart is not the opponent's rapid development in recent years become the number one of sales, the largest U.S. companies. This pattern of changes in the U.S. retail industry thought-provoking.
from the fish eat small fish from this type of mergers, one might get some inspiration this way:
First, why revive Kmart and then eat the fish. Kmart or Wal-Mart on the end of the century a strong competitor, Wal-Mart often played the But Kmart does not sink, and actively improve their business. After the close of the bankruptcy protection is difficult to turn around hundreds of stores to cut operating costs, lower commodity prices, improve service and increase sales of varieties other means to attract customers. This is the K-Mart from years of losses, to file for bankruptcy, to emerge from bankruptcy protection last year, to now the main reason for four consecutive quarters of profitability. Facts have proved that, if adjusted properly, and then placed in difficult enterprises have the possibility of resurrection.
Second, retail how to adapt to market changes. In this regard, Sears has a profound lesson. Long time, the Sears company is positioned for the middle class. With the economic situation and the characteristics of change, Sears seems to fall into the The middle and low income are more willing to Wal-Mart and Kmart discount stores like to consume, while the middle and upper income groups more and more consumer grade higher than the flow of Sears stores. It was difficult at the Sears business. Kmart Sears merger is to adapt to market changes, to achieve two major stores complement each other, through the exchange of the two companies to increase brand sales.
Third rut eating the bitter fruit of the self. For decades, Sears's business strategy has focused their eyes fixed on the development of the shopping center. If there is a large shopping center, people tend to find Sears store. However, in recent years the concept of people's consumption and consumer behavior has change a lot. According to the survey, 1995, in addition to food and medicine, Americans 40% of expenditure is spent on the mall shopping mall. At present, this type of consumption has fallen to less than 20%. That is more than 80% of consumer expenditure is spent not in the shopping mall shops. This change does not attach importance to open stores outside the mall Sears is obviously suffer heavy losses. The Kmart and Wal-Mart is not particularly great importance to set up shop in shopping malls, they are usually based on the actual circumstances of the case, so to attract customers has a clear advantage.
from the U.S. retail industry overall perspective, the merger of Kmart and Sears significant. The combined annual sales of the two companies can be up to 550 billion U.S. dollars, although the annual income of nearly 2,500 billion dollars in Wal-Mart is still not constitute a serious threat, but the U.S. retail giant is undoubtedly a big shock < br>
Perhaps this is indeed a strong combination of complementary advantages, and its holding company's stock after the merger SHLD, since listing on the performance of eye-catching has been a major securities
Data: (omitted)
This is a rare upside of market capitalization and sales, generally even the best stock market value and sales are two-fold relationship, such as Microsoft is 5 times the relationship, Intel is 2-fold, but Wal-Mart sales of the stock market value is twice that I'd found, then check BBY is greater than the market value of sales, it appears that the market for such stocks have high requirements, in fact, they did outstanding performance
< br> SHLD since 2003 a new look on the market, 26 months rose to 160 from 15, 10 times 2 years, during which there are 8 months of sideways, speed is not described as fast, has recently been adjusted, but also Helping the
but my stock pond, has been placed in the WFMI, even more amazing is a remarkable retail stocks, the bear market of almost no significance, it is not a huge increase, but rise forever the meaning is very different in other sections where it is rare
WFMI:
star U.S. retail supermarket Whole Foods Market is the world's largest supplier of natural food, size of less than 200 stores, due to the organic, environmental, health and customer satisfaction as the demand, and implement these ideas, recognized by many consumers to support these values, amazing performance over the past few years, more than 50% annual growth Even last year, both stores are still more than 15% growth in just four years, the stock is turned up 30 times.
presentations are as follows:
some food stores to promote realistic, so it is only a narrow minority. Also see health, environmental protection, the trend of the Whole Foods are like they refuse to sell the animals injected with the hormone rapid growth. What is it from the meager profits of the food retail industry instead of focusing on deep in the trip out?
Perhaps no era Americans, like Americans today, as full of desire for health and style. In this highly materialistic, and respect for fresh country where practical, sufficient for the conviction of the common people created like McDonald's, Wal-Mart as cheap consumption. But times had changed, everything changed. If the Americans from the rough, physical infested 80s of last century has been taught us anything, then the lesson is only is CEO, John ? Mackey (John Mackey) told contradiction is that we do not want to spend more on food to buy brains. In a sense, they believe that the procurement of food is a cleaning the same as doing household chores had to. Foods before eating does not contain any preservatives and genetically modified food, wearing not used fungicides and insecticides made of cotton organic cotton T-shirt, once a preference for a small part of the emerging sectors of the fashion trend. And Whole Foods is that the genius of insight from a business point of view is this would have marginalized the mainstream way of life will change the value obtained by the crowd, take the initiative to create the future.
the past five years, total U.S. retail sales increased 13%, while Whole Foods sales growth over the past five years, followed by 14%, 23%, 21%, 21%, 17 %. The retail margins of up to 26% of the supermarket, which has been developed for 65 years, every penny must be repeatedly calculated, and is Wal-Mart (The super-crocodile advertised profit margin is only 3%) and other cheap,
winners.
difficult to predict the future, but we can observe the trend from today to get inspired. Then the business over time to assess how the trend is very important. Professor Jin that in order to shake off rivals to become the strategic foundation, these trends must be of decisive importance, they must be irreversible, there must be a clear track.
As a small-time Safer Way health food store owner, Mr. Mackey that the natural and organic food market is very small, but he noted that customers want more and more natural foods and organic farming of fruits and vegetables. Then in 1984, McGee and two other partners founded with food supermarket Whole Foods.
This has become today, with annual sales of more than 4 billion U.S. dollars in the health of the supermarket, the first selling point is that 30 years ago, a variety of nuts, raisins and other needs laborious chewing food. Just contact Its products are usually just come from the collection came from the farm, the tomatoes, turnips, sweet basket, carrots. These products may be produced locally, may be organic, while the combination of both, depends entirely on the situation of the day.
the next ten years is the start of the U.S. sports nutrition, and then quickly spread to the UK and elsewhere. According to nutrition experts, biologists and Elaine ? Mackintosh said: less fat and more claims, low calorie and low cholesterol products, while providing more nutritional value, such as fiber, vitamins and minerals. This trend and its partners for the Mackie, and other people who see these developments herald a better tomorrow.
to the 90s of last century, Mackey and his team will bets on a great concept, that is, the mainstream of American society, even those who know the integrity of the food chain for agricultural products the most obscure people also decided to spend some money to eat healthy foods - more the same.
Whole Foods opened a series of new stores and chain stores facade, a large number of fresh, organic vegetables and food attractive poured into this attractive decoration supermarket, which will own the customer is defined as - through their rigorous selection for customers in the natural purity of food and other foods by the bright distinction between the lines.
But it is different and the general food supermarkets in the design and style (such as art gallery will be used with lights, classical music, the food the same as the Arkenstone placed under light in the eye-catching), still have it Many people in the eyes with a touch of aloof, detached, and the habit of anti-secular culture. But Mr Mackey that the Whole Foods customer base and can not live a high profile or low profile to determine, nor can the concept of racial or geographical divide them. In fact, Whole Foods Market researcher defines the customer base was very simple, they face only one class of people - that is,Bailey UGG boots, educated, willing to spend more money to their own people to eat more healthy. Whole Foods
When it comes to the impact on Americans, perhaps a greater degree of change the American way of life and concepts, rather than the impact of the supermarket industry itself. It challenges the American food culture and tradition. The old tradition is the supermarket in the separation of milk and meat never put two; one being a mother went shopping once a week, and rarely read the instructions; supermarket managers and employees are usually male, who has a large shopping some are women.
Whole Foods is promoting healthier food culture (to do less food for each meal, buy a few times a week for food), more concerned about the customer base changes (such as more single parents, fewer children, so buy more ready to promote healthy food), and McKee arranged a large number of female executives working at Whole Foods, store design and arrangement follow the recommendations of these women.
. You can any one of its more than 150 stores to find ice cream (but the ice cream made only with natural sweeteners), sausage (just drawn on with a sandwich. It is the difference between other food supermarket you will not be produced here to buy Pepperidge Farm cookies, or any material that contains genetically modified, artificial colors,Discount UGG boots, preservatives in food.
In fact, just like Steve Jobs to give Exquisite lighting and layout in the next, Whole Foods is full of random placing of the goods, it does not look like any other supermarket so well-organized crystal clear, the product category Yiqingerbai. ) feedback, but not American imaginary, unrealistic healthy living (for example, some food stores to promote a narrow minority of the 'family lunch, drink a glass of pomegranate juice ice').
concept of health
McKee concluded his business model as attach much higher than the federal government required by law detailed product description, tell the customer from these fish and where fruits and vegetables, how they grow, and what kind of processing methods to manufacture, and so on. Therefore, the customers get not only the wealth of explanations and nutrition, but also accept and agree with Whole Foods also values and ideas.
In fact, after 20 years to reinvent the supermarket, Mr. Mackey is the more people want to transform impression on the minds of business. Planet I will never compromise on the rules to Wall Street. management features. employees are team work, management is a team decision-making, and even supplier relationships and also the team.
In fact, by expanding the carrier of the supermarket, Whole Foods to some extent help a lot of manufacturers on the expansion of the scale, many suppliers are marginalized by Whole Foods from the sectors of industry into the mainstream American pursuit of the object. Whole Foods is not only the past 30 years, focusing on manufacturing of natural health food manufacturers are closely relationship, but also in defense of the concept of environmental protection, too, and many suppliers or joint promotional campaign to stop harmful to the environment. For example, Mr. Mackey and U.S. natural soy milk maker White Wave's CEO Steve ? Di Mosi (Steve Demos) won jointly with the sustainability of arable land struggle against antibiotics, had only a few people will support and understanding of the environmental protection concept spread through the food deeper into the mainstream classes.
While opponents of organic food, global food issues center Alex ? Avery reminded consumers to buy organic food to be alert to the high price of organic halo: It was just an illusion. Such kind words to say: it? Willard ? N ? Andrea Neal ? Z ? with Stern in his coauthored, birthplace.
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