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The Good News and Bad News for Kohl’s

[…] Morningstar currently values Kohl’s at just $58 a share; Kohl’s revenue in 2021 was close to $20 billion. The Good News Franchise, as a holding company with various unrelated retail businesses in different industries and doesn’t have any great synergies […]

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Ocado: Tom Hanks or C. Thomas Howell?

[…] crowd oohed and awed throughout the presentation, and especially so when he dropped this robot-filled video on all of us. https://www.youtube.com/watch?v=iogFXDWqDak Right after Mr. Steiner finished his speech, a former colleague of mine turned to me, took out his keys, […]

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McKinsey Launches a Flashy New Store

[…] digital cart, if desired. Here\’s a demo of the concept in action in the Third Love section of the Collective. https://www.youtube.com/watch?v=nqXvlsilDGk&width=450&height=253 On the plus side, the technology does separate buying from shopping. It allows consumers to browse, add items to […]

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Sex, China and Covid-19

[…] means VR in place of real physical shopping stands to be nothing more than the revenue equivalent of tuppence to feed the birds for years, if not decades, to come.  If VR Porn only stands to corner 4 percent of […]

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Is Walmart Losing Touch with America?

[…] deliberate pause and concern that Walmart may indeed be forgetting who it is at its core. One headline hit the newswire last summer, while the other popped just recently, via a television interview that stopped me dead in my tracks […]

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Wayfair May Just Be Getting Started

[…] fortune. A scant five months ago Wayfair was trading at a 52-week low of $21.70. Then, following its August earnings release, in which it posted its first quarterly profit since its 2014 IPO, Wayfair’s stock price soared to as much […]

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