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Strategies & Market Trends : Speculating in Takeover Targets -- Ignore unavailable to you. Want to Upgrade?

To: richardred who wrote (4632)11/24/2017 5:47:51 PM
From: richardred  Respond to of 6274
Alibaba continues to increase its “bricks & mortar” presence

21 November 2017

In June this year when Amazon announced its $13.7bn offer for Whole Foods, there was a lot of media comment about the deal finally representing a move towards “physical” locations, as well as being an e-retailer, and many commentators seemed transfixed by this.

However, what seemed to go relatively unnoticed was the fact there is already a precedent of a global e-retailer looking to physical locations in order to help it fulfil the next stage of its strategic plan. Alibaba, the Chinese e-commerce conglomerate, had already started to invest in “bricks and mortar” retailers as far back as 2014, and yesterday saw it continue with this strategy with the announcement of its acquisition of a 26% stake in Sun Art Retail Group, the Hong Kong-based hypermarket operator.

For Alibaba, this deal represents its fourth acquisition of a “physical” retailer, after acquiring the remaining 53% of Intime Retail earlier this year, as well as minority positions in household appliance retailer Suning Commerce and Lianhua Supermarkets in May 2016 and May 2017, respectively.

The underlying driver for both Amazon and Alibaba in making these acquisitions is to access data held by the target companies, and also to bring together the two worlds of online and offline commerce for all parties involved.

Alibaba’s CEO, Daniel Zhang, is quoted as saying that “physical stores serve an indispensable role during the consumer journey, and should be enhanced through data-driven technology and personalized services in the digital economy”. He also said: “By fully integrating online and physical channels together with our partners, we look forward to delivering an original and delightful shopping experience to Chinese consumers.”

To: richardred who wrote (4632)1/22/2018 11:38:05 AM
From: richardred  Read Replies (2) | Respond to of 6274
Sold DLTH- A nice fast quick gain and re-deployment. This specialty Brick and mortar has had a nice rebound off it's low. The colder weather most likely helped with this one. ANF is also another that was left for dead and has bounced back smartly.

To: richardred who wrote (4632)9/18/2019 1:13:13 PM
From: richardred  Read Replies (1) | Respond to of 6274
DULUTH HLDGS INC Speculation- It might not fit like a glove, but it fits like a Amazon / Zappos hoodie.

Message #4632 from richardred at 11/6/2017 12:11:33 PM

Re-entered DLTH today. For some strange reason thinking of the Zappos acquisition by Amazon. At this point in time. In due time I see Amazon going more brick in mortar. Whole Foods just might be the start of a trend. This time only more smaller niche acquisitions they can continue to grow as not to stir the pot. As JCP & Sears and most clothing retailers are struggling. This company seems to getting it right.

CO. SNIP> Duluth Trading is a rapidly growing lifestyle brand for the Modern, Self-Reliant American.

Based in Belleville, Wisconsin, we offer high quality, solution-based casual wear, workwear and accessories for men and women who lead a hands-on lifestyle and who value a job well-done. We provide our customers an engaging and entertaining experience. Our marketing incorporates humor and storytelling that conveys the uniqueness of our products in a distinctive, fun way, and our products are sold exclusively through our content-rich website, catalogs, and “store like no other” retail locations. We are committed to outstanding customer service backed by our “No Bull Guarantee."

P.S. Carhart is another a company who's product I use and reminds me of Duluth. Woolrich is another.

>Carhart sells via many kinds of retailers but refuses to allow discount stores such as K-Mart to carry its products in order to protect its brand.

>Woolrich Awhile back the company announced they had plans to move more of their workforce to the United States.

Can textiles come back to the USA again? Many of these retailers had to cut their US workforce to MFG. overseas to be competitive. Just maybe customer experience. Along with excellent marketing, and US factories manned by efficient equipment can change that.?