標題: 零售商 [打印本頁]
作者:
chenleon1 時間: 2014-9-15 11:18 標題: 零售商
Wal-Mart Stores, Inc.
Wal-Mart Stores, Inc. (Walmart), operates retail stores in various formats globally. The Company operates in three segments: the Walmart U.S., the Walmart International and the Sam’s Club.
Costco Wholesale Corporation (Costco) with its subsidiaries is engaged in the operation of membership warehouses in the United States and Puerto Rico, Canada, the United Kingdom, Mexico, Japan, Australia, and through majority owned subsidiaries in Taiwan and Korea.
Target Corporation sells a range of assortment of general merchandise and food in its stores. The Company’s general merchandise and CityTarget stores offer a food assortment on a smaller scale and its SuperTarget stores offer a line of food items comparable to traditional supermarkets.
Tesco PLC (ADR)
[ 本帖最後由 chenleon1 於 2014-9-15 11:25 編輯 ]
作者:
chenleon1 時間: 2014-9-15 11:20
source: http://mikeon88.blogspot.tw/2014/08/tjxrost.htmlJosephchu 發表於 2014-8-16 16:39
最近看到美國七月份的零售業仍然持平，
大部分的零售業股價也還是疲弱。
TJX和ROST的股價YTD分別跌了16.6%及12.5%。
雖然盈再表的預期報酬率分別為9%和10%，並不便宜，
但我覺得這兩檔股票值得注意。
這兩家公司的策略相似，
都是販售比百貨公司的價格便宜20-60%
的過季商品為主，
產品組合也相似，包括男女裝，家具家飾，珠寶飾品，
香水，童裝等。
這種像outlet般的過季折扣商店的概念，
相當受到消費者歡迎，
TJX在美，加，歐共有3,219家店，
ROST在美也有1,276家店。
TJX和ROST的Same Store銷售的成長率至2014Q1雖已趨緩，
但2013年店家數成長率分別為5.5%及6.4%。
TJX內部預估未來店家數可成長至5,150家(成長60%)，
而ROST預估可成長至2,500家(成長96%)。
TJX及ROST皆配息也積極回購，
4年多的時間分別回購流通股數16%及15%。
以其過去成長趨勢和固定的回購，
若給予積極的ROE(去年的ROE)，
其預期報酬率則蠻吸引人的。
作者:
chenleon1 時間: 2014-9-15 11:24
Dollar Tree, Inc. (Dollar Tree) is an operator of discount variety stores offering merchandise at the fixed price. As of January 28, 2012, the Company operated 4,351 discount variety retail stores. Its stores operate under the names of Dollar Tree, Deal$, Dollar Tree Deal$, Dollar Giant and Dollar Bills. As of January 28, 2012, it operated 4,252 stores in 48 states and the District of Columbia, as well as 99 stores in Canada. It buys approximately 58% to 60% of its merchandise domestically and imports the remaining 40% to 42%. Its domestic purchases include basic, seasonal, closeouts and promotional merchandise. It maintains a selection of products within variety store categories. During the fiscal year ended January 28, 2012 (fiscal 2011), the Company opened 278 new stores.
Family Dollar Stores, Inc. (Family Dollar) operates a chain of more than 7,900 general merchandise retail discount stores in 46 states, providing consumers with a selection of merchandise in neighborhood stores. The Company's merchandise assortment includes Consumables, Home Products, Apparel and Accessories, and Seasonal and Electronics. Its Family Dollar store is between 7,500 and 9,500 square feet, with an average of approximately 7,200 square feet of selling space. During the fiscal year ended August 25, 2013, the Company operated 7,916 stores. The Company offers a focused assortment of merchandise in a number of core categories, such as health and beauty aids, packaged food and refrigerated products, home cleaning supplies, house wares, stationery, seasonal goods, apparel, and home fashions. The Company's typical store generally carries approximately 6500 - 7000 basic stock keeping units (SKUs).
Dollar General Corporation is a discount retailer in the United States by number of stores, with 9,961 stores located in 39 states as of March 2, 2012, primarily in the southern, southwestern, midwestern and eastern United States. The Company offers a selection of merchandise, including consumables, seasonal, home products and apparel. The Company's merchandise includes national brands from manufacturers, as well as private brand selections with prices at substantial discounts to national brands. It offers its merchandise at everyday low prices through its convenient small-box (approximately 7,200 square feet) locations. During the fiscal year ended February 3, 2012 (fiscal 2011), it opened 625 stores and remodeled or relocated 575 stores, and closed 60 stores. Its small box stores offer consumable items, including packaged and refrigerated foods.
沒上市公司:
全聯福利中心（簡稱全聯）是台灣大型零售業者之一，成立於1998年10月，前身為以供銷軍公教福利品為主的「中華民國消費合作社全國聯合社」（全聯社）。為因應當時已經完成其階段性任務，而遂成立公司，並概括承受全聯社六十八家賣場，目前也是台灣分佈最多、廣散的超級市場之一，並在台灣西部擁有大量店舖，並擁有700多家供應商提供貨源。2011年7月已有分店600家以上，截至2014年06月26日止總分店數有704家(持續成長中)，生鮮店數600家，預計2014年底將全數分店轉為生鮮店，另有imart實驗店1家、二代店9家[1]。2009年營收新台幣500億元，2012年營收620億新台幣，超越家樂福的新台幣590億元，躍升為全台灣營業額最大，同時也是分店最多的量販店。
[ 本帖最後由 chenleon1 於 2014-9-15 11:28 編輯 ]
作者:
chenleon1 時間: 2014-9-15 11:32
About Kroger
The Kroger Co. (NYSE:KR) is one of the world's largest grocery retailers, with fiscal 2013 sales of $98.4 billion. The Kroger Co. Family of Stores spans many states with store formats that include grocery and multi-department stores, discount, convenience stores and jewelry stores. We operate under nearly two dozen banners, all of which share the same belief in building strong local ties and brand loyalty with our customers.
- 喜互惠公司
- 喜互惠公司是總部在美國加利福尼亞州的一家財富500強公司。西夫韋是北美第二大的超市連鎖企業，僅次於The Kroger Co.。截至2010年12月，在美國西部和中部以及加拿大西部有1,694店面。它在美國東岸的中部大西洋區域也有營業。根據2009的贏利情況，西夫韋是全美排名第11位的零售企業。 維基百科
Koninklijke Ahold NV (Ahold) is the Netherlands-based retail group. Through its subsidiaries the Company operates supermarkets, wine and liquor stores, convenience stores, online daily needs ordering and delivery platforms, drugstores and pharmacies.
Whole Foods Market, Inc. (Whole Foods Market), is a retailer of natural and organic foods. The Company operates in one segment: natural and organic foods supermarkets. As of September 29, 2013, it operated 362 stores in the United States, Canada, and the United Kingdom. The Company’s stores average 38,000 square feet in size and are supported by its Austin headquarters, regional offices, distribution centers, bakehouse facilities, commissary kitchens, seafood-processing facilities, meat and produce procurement centers, and a specialty coffee and tea procurement and roasting operation.
[ 本帖最後由 chenleon1 於 2014-9-15 11:38 編輯 ]
作者:
chenleon1 時間: 2014-9-15 11:45
Macy’s, Inc. (Macy’s) is a retail organization operating stores and Internet Websites under two brands (Macy's and Bloomingdale's) that sell a range of merchandise, including apparel and accessories (men's, women's and children's), cosmetics, home furnishings and other consumer goods in 45 states, the District of Columbia, Guam and Puerto Rico. As of January 28, 2012, the Company's operations were conducted through Macy's, macys.com, Bloomingdale's, bloomingdales.com and Bloomingdale's Outlet. During the year ended December 31, 2011, the Company opened three new Bloomingdale's Outlet stores and re-opened one Macy's store. On February 25, 2011, the Company sold its investment in The Knot, Inc.
Kohl’s Corporation (Kohl’s) operate family-oriented department stores that sell apparel, footwear and accessories for women, men and children; soft home products, such as sheets and pillows, and housewares. Kohl’s apparel and home fashions appeal to classic, modern classic and contemporary customers. As of January 28, 2012, the Company operated 1,127 stores in 49 states. In addition, Kohl’s offers on-line shopping on its Website at www.Kohls.com. Originally designed as an added service for customers who prefer to shop using the Internet, the Website include a selection of items and categories beyond what is available in stores, with a primary focus on sizes, product line extensions, and Web-exclusive product lines. Only at Kohl’s is a brand of the Company.
Nordstrom, Inc. is a fashion specialty retailer.
[ 本帖最後由 chenleon1 於 2014-9-15 11:47 編輯 ]
作者:
chenleon1 時間: 2014-9-15 19:06
Ahold or Koninklijke Ahold N.V. is a Dutch international retailer based inAmsterdam, Netherlands. Ahold is an AEX-listed company on NYSE Euronext Amsterdam.
作者:
jazdisk 時間: 2014-9-15 21:03
Wow 預期報酬46％！！
TOO GOOD TO BE TRUE ？？
ROE為何從10-15 跳到 118之後又跌到 57 （2009年甚至虧損）
買safeway 這個決定，safe 不safe ?
[quote]原帖由 chenleon1 於 2014-9-15 11:32 發表
- 喜互惠公司
- 喜互惠公司是總部在美國加利福尼亞州的一家財富500強公司。西夫韋是北美第二大的超市連鎖企業，僅次於The Kroger Co.。截至2010年12月，在美國西部和中部以及加拿大西部有1,694店面。它在美國東岸的中部大西洋區域也有營業。根據2009的贏利情況，西夫韋是全美排名第11位的零售企業。 維基百科
作者:
chenleon1 時間: 2014-9-16 10:20
Marks and Spencer Group plc is a United Kingdom retailer. The Company is the holding company of the Marks & Spencer Group of companies. Marks & Spencer is the United Kingdom’s clothing retailer with 731 stores across the country. The Company sells food, homeware and clothing and womenswear, lingerie and menswear. It offers clothing and home products, as well as foods, sourced from around 2,000 suppliers globally. As of March 31, 2012, the Company’s products were sold through 731 United Kingdom stores and 387 internationally. It has 387 stores in 43 territories across Europe, the Middle East and Asia. The Company has over 703 stores across the United Kingdom in high streets and retail parks, as well as stations, airports and other locations ranging from out-of-town and flagship stores of over 100,000 square feet, to Simply Food stores of around 7,000 square feet.
http://www.marksandspencer.com/
作者:
chenleon1 時間: 2014-9-16 11:27
The Home Depot, Inc. (The Home Depot) is a home improvement retailer. The Company operates The Home Depot stores, which are full-service, warehouse-style stores. The Home Depot stores sell an assortment of building materials, home improvement and lawn and garden products and provide a number of services. The Home Depot stores average approximately 104,000 square feet of enclosed space, with approximately 24,000 additional square feet of outside garden area. The Home Depot stores serve three primary customer groups: do-it-yourself (D-I-Y) customers, do-it-for-me (D-I-F-M) customers and professional customers. In February 2013, it acquired Measurecomp LLC and HD Components LLC. In January 2014, Home Depot Inc acquired Blinds.com.
- 家得寶
- 家得寶是美國一家家庭裝飾品與建材的零售商，總部設於喬治亞州科布縣維寧斯市。家得寶僱用超過355,000名員工，經營2,164家大型商場，分店遍及美國、加拿大、墨西哥及中國。 2006年，家得寶的銷售額達908億美元。 維基百科
Lowe’s Companies, Inc. (Lowe’s) is a home improvement retailer. As of February 3, 2012, Lowe’s operated 1,745 stores, consisted of 1,712 stores across 50 United States, 31 stores in Canada and two stores in Mexico. Its 1,745 stores represent approximately 197 million square feet of retail selling space. The Company serves homeowners, renters and commercial business customers. Individual homeowners and renters complete an array of projects and vary along the spectrum of do-it-yourself (DIY) and do-it-for-me (DIFM). Commercial business customers include those who work in construction, repair/remodel, commercial and residential property management, or business maintenance professions. During the fiscal year ended February 3, 2012 (fiscal 2011), it opened 25 stores, which included the relocation of two existing stores. Seven of the stores were opened in Canada. In August 2013, the Company acquired the majority of assets of Orchard Supply Hardware, including 72 Orchard stores.
Kingfisher plc is a British multinational retailing company headquartered in London.[4] It is the largest home improvement retailer in Europe and the third-largest in the world (behind The Home Depot and Lowe's). It has over 1,030 stores in eight countries across Asia and Europe and its brands include B&Q, Castorama, Brico Depot andScrewfix.[5]
Kingfisher is listed on the London Stock Exchange and is a constituent of the FTSE 100 Index.
[ 本帖最後由 chenleon1 於 2014-9-16 11:36 編輯 ]
作者:
chenleon1 時間: 2014-9-16 11:42
Travis Perkins plc is a British builders' merchant and home improvement retailer based in Northampton and is a supplier of building materials. It is listed on the London Stock Exchange and is a constituent of the FTSE 100 Index.
作者:
chenleon1 時間: 2014-9-16 11:46
Lumber Liquidators (stylized as LUMBER LIQUIDATOR$) is an American retailer of hardwood flooring. It was started in 1993 by Tom Sullivan, a building contractor who began purchasing excess wood from other companies. He then resold the wood from the back of a trucking firms yard in Stoughton, Massachusetts. Three years later in 1996, the company found their niche market in hardwood flooring. On January 5, 1996, the first store opened in West Roxbury, Massachusetts and sold 150 sq ft of floors on the first day. By August they opened up a second store in Hartford, Connecticut.[2]
作者:
Royalriver 時間: 2014-9-16 12:13
chenleon1 同學
感謝您及kaka同學的分享
其中 Home Depot的盈再表內容是可口可樂的資料喔!
對於您將Home Depot及Lowe's 歸列於零售業類
個人感覺有點不太適合
一般零售業是指物品買回後，不須加工製造，即可使用或食用
而這兩家均以銷售建築材料、並提供企業公司或個人建造、維修或remodel等服務，兼賣冷氣機、冰箱、洗衣機、烘衣機、洗碗機、烤箱、庭院植物栽種、黑土(美國為紅土，需另購買黑土栽種)、肥料...等
或許把他們歸列為建築業會不會比較適合一點呢?
個人一點淺見，僅供參考。
作者:
chenleon1 時間: 2014-9-16 12:38
good idea!
馬上改 
作者:
chenleon1 時間: 2014-9-16 12:56
Dear Royalriver,
也歡迎您提供不同的產業公司組合, 讓大家共襄盛舉; 認識不同公司加以討論.
這幾天整理這個, 雖然眼酸手軟的, 但是學到很多.
說實在的光光找台, 星, 港, 中, 日, 巴, 美, 加, 英, 德, 瑞典, 瑞士, 西, 荷, 丹 就夠我買了!
所以我會集中這些國家的公司去整理.
leon
作者:
chenleon1 時間: 2014-9-16 20:34
- 牛奶國際
- 牛奶國際，全名牛奶國際控股有限公司，1980年代前名為牛奶公司，公司在百慕達註冊，是怡和洋行屬下在亞洲的一家零售集團，主要經營超級市場、量販店、便利店及藥房。 2007年3月底，新加坡人郭伯鈞升任該公司的行政總裁，是第一位亞洲人出任該集團的行政總裁，接替退休的方勵圖。 維基百科
作者:
chenleon1 時間: 2014-9-16 21:47
作者:
chenleon1 時間: 2014-9-17 08:10
TSCO：美國最大農牧用品店
Josephchu 發表於 2014-9-3 11:52
Tractor Supply(NASDAQ：TSCO)，S&P 500成分股，
顧名思義就是賣一些農機用的東西，
我一直這麼認為。了解後發現這只是一部分。
TSCO是美國最大的零售農業及牧場用品通路商，
全美有1,276家店，遍及48州。
主要位於都會區附近的小鎮和鄉村社區，
目標客群是假日農夫(牛仔)，
小店家或規模較小的農場或牧場主人。
公司很清楚的描繪出目標客群的profile：
賺的比別人多，生活花費比別人少，
嚮往農牧場生活的有錢人。
這些人重視品味及品質。
TSCO只切這塊利基市場經營。
43%的銷售來自於養雞，牛，馬，狗等飼料(牲畜吃的很兇)，
23%是賣工具或材料，例如農場有籬笆常要修。
20%來自禮品(看資料應該指的是Gift Card)，玩具???
看了網站發現這些假日農夫們對小孩也很大方，
會買玩具拖曳機等給小孩。
9%服飾，假日農夫種的好不好是一回事，
但一定要有型，拍照po在facebook上。
因為農時關係，所以TSCO有顯著季節性，
旺季為第二及第四季。
拜假日農夫這類的生活型態觀念風行，
這幾年每年店家成長，營收成長，獲利成長都超過10%，
因此TSCO股價飆得很給力。
Sources: TSCO 2013 10k
作者:
chenleon1 時間: 2014-9-17 08:13
CASY：加油站超商
Josephchu 發表於 2014-8-27 16:30
Casey’s General Store(NASDAQ：CASY)
是那種常會在美國電影出現的自助加油站兼便利商店
複合型通路(躲活殭屍的好地方)，
遍及美國中西部14州，至2014年4月底共有1,808家店，
就是一家平凡的雜貨店。
引起我注意的是他的展店策略，
專門開在小到連鎖超商都不願意去開店的小鎮，
根據CASY 10k，只有16%的店開在人口2萬人以上的地方，
58%以上的店開在人口小於5千人的小鎮，
最小一家店開在人口有400人的地方，
專門找高速公路旁沒有競爭對手的小鎮，
是他的展店策略。
1968年成立，2006年開了第1千家店，
到目前為止的發展其實並不迅速，
原因是鄉下公司的作風謹慎老派，
99%的店的土地是公司自購的，
目前公司市值27.5億，長債8.5億，
經外部分析CASY的地產保守估計值20億。
CASY的營收78.4億，70.8%來自賣油品，
20.2%來自菸酒等雜貨，
8.4%來自披薩、三明治、甜甜圈等食品。
12.34億的毛利，22.27%來自油品，
41.2%來自雜貨，32.7%來自食物。
賣油的毛利率很差只有5%，而食物則超過60%。
這一點讓管理階層相當興奮，
未來新開及重新裝潢的店都要能烤Pizza、炸甜甜圈。
熟食是CASY目前成長最快的部門。
這點跟台灣便利商店的方向很像。
觀察另一家類似的競爭對手
Murphy USA(NYSE: MUSA) 1,200家店，
有1,000加開在WMT附近或一起，
他油品的毛利是13%，
但雜貨毛利也只有13%，
看起來到鄉下加油比較便宜。
OK的母公司和7-11曾嘗試併購CASY但都被拒絕，
也有分析師建議將比較不賺錢的加油站分割，
留比較賺錢的便利店和熟食上市股價會更好，
這個鄉下公司也拒絕了。
CASY在2014年宣布建立第二個配貨中心以因應未來成長的需要，
公司仍然會審慎的保持4-6%的店數成長(包括併購小的連鎖店)，
未來仍會以低油價吸引來客賣熟食的策略擴張生意。
配息較低，盈再率較高，因為仍在成長，
全家便利商店(5903)的盈在率也是如此。
CASY雖然不大，但每年賺的錢是5903的三倍多，
股價雖然不便宜但跟全家比起來委屈多了。
作者:
chenleon1 時間: 2014-9-17 13:51
BBBY：家居用品通路商
Josephchu0616 發表於 2014-4-5 14:36
看起來Mike的零售事業又擴張了。
再介紹一家目前價錢也不錯的零售通路：
Bed Bath & Beyond(NASDAQ :BBBY)，
美國家居用品零售通路龍頭，有一千多家分店，
同時是NASDAQ100和S&500成份，也是財星500大的公司。
有點像IKEA和HOLA ，
有人把他翻譯成「家中一切」，我覺得很貼切。
可以上他的網站看看，品項比IKEA多很多，真的是家中一切。
http://www.bedbathandbeyond.com/
這是我老婆介紹給我的第一支美股，
剛開始聽到時覺得賣床單、毛巾有什麼搞頭，
按過盈在表才發現是家好公司。
老美的生活習慣和我們不同，常常喜歡換床單，被單，
有些名模還說天天換床單，所以消耗量很大，
不像勤儉台灣有很多人還在用老媽嫁妝的被單。
而王永慶強調他的毛巾一用幾十年，
在老美的眼中是相當不衛生的習慣。
在美國，BBBY沒有規模相近的直接的競爭對手，
但零售業一定會跟WMT，TGT槓上，
除了ROE比這兩家巨人高一些外，
BBBY還有一個特色就是淨利率比這兩家高一倍以上。
多年前有一個朋友，他在大型量販店當採購主管，
告訴我他的主要KPI有兩個，營業額跟毛利，
量販店用消費品、生鮮衝營業額，用紡織品守毛利。
為什麼？他說：
衛生紙、洗髪精、蔬菜是高度價格敏感，能有幾%的毛利就衝了，
而紡織品很難比較所以可以有2-30%的毛利。
我猜BBBY因為專注於家用紡織品所以淨利率較高。
年初The Motley Fool也推薦BBBY，裏面有專業的分析http://www.fool.com/investing/general/2014/01/23/3-reasons-why-bed-bath-beyond-is-leading-the-way-i.aspx
零售業也重視另一個指標：坪效。
跟另一家規模較小的家俱店Pier1 Imports(NYSE
IR)相比，
這是可能是因為家俱賣的比較多佔地方，
所以BBBY的每坪營業額是PIR的兩倍。
BBBY不配息，但持續有股票購回，
過去三年平均流通股數下降了12.5%。
一般美國網友對BBBY的疑慮是
1. 成長速度放緩，
2. 如果房巿不好會有影響，
3. Amazon的競爭。
不過想想，巴爺也是有B太太的家俱店，也沒聽說有事 。
我個人覺得最大的風險是下單時少一個B不小心按成BBY，
買到Best Buy就悲劇了。
張貼者： 洪瑞泰 (Michael On)於 上午12:06
作者:
chenleon1 時間: 2014-9-17 19:58
- FamilyMart
- FamilyMart是一家日本連鎖便利商店集團，在台灣、中國、泰國、南韓及美國也設有連鎖店。主要銷售一般日本便利店常見貨品包括飲料、零食、便當、雜誌及漫畫等。日本及臺灣的FamilyMart亦設有自動櫃員機、自動售票機等設備。 維基百科
- 總部： 豐島區
- 股價： 8028 (TYO) ¥4,505 -45.00 (-0.99%)
8月22日 下午3:00 GMT+9 - 免責聲明 - 成立於： 1981 年 9 月 1 日
- 羅森
便利店 - 羅森是特許經營連鎖式便利店。分店遍及日本，中國，美國夏威夷，印度尼西亞及泰國。其中，羅森在中國的分店分布於上海、北京、重慶、杭州和大連5座城市內。維基百科
- 股價： 2651 (TYO) ¥7,800 -60.00 (-0.76%)
8月22日 下午3:00 GMT+9 - 免責聲明 - 總部： 品川區
- 成立於： 1975 年 4 月 15 日
羅森（LAWSON）是特許經營連鎖式便利店。分店遍及日本，中國，美國夏威夷，印度尼西亞及泰國。其中，羅森在中國的分店分布於上海、北京、重慶、杭州和大連5座城市內。
羅森在日本的規模僅次於日本7-Eleven便利店，迄2013年9月止全日本店數11,455家，中國292家，各分店出售貨品包括雜誌、漫畫、飲品、藥物、零食及便當等。
羅森是首家完成全日本展店工作的便利商店業者，近年來由於致力改革，在業界的評價甚高，股價甚至超越日本7-ELEVEN，一度蔚為話題。
作者:
chenleon1 時間: 2014-9-18 12:37
Metro Inc. is a food retailer operating in the Canadian provinces of Quebec and Ontario. The company is based in Montreal, Quebec. Metro is the third largest grocer in Canada, after Loblaw Companies Limited and Sobeys.
http://www.metro.ca/accueil.fr.html
作者:
chenleon1 時間: 2014-9-23 09:22
TESCO爆會計醜聞 股價創11年新低
受會計醜聞影響，TESCO股價大跌至11年來新低。路透社.
這次 tscdy 大跌作個紀錄, 並增加兩家公司:
英國四大零售商比較營再表: 
- J Sainsbury plc is engaged in grocery and related retailing. The Company is organized into three segments: Retailing (Supermarkets and Convenience); Financial services (Sainsbury’s Bank joint venture), and Property investments (The British Land Company PLC joint venture and Land Securities PLC joint venture). As of March 17, 2012, the Company operated over 1,000 stores comprising 572 supermarkets and 440 convenience stores. Investment properties held by the Company are those contained within its joint ventures with Land Securities Group PLC and The British Land Company PLC. In October 2011, the Company acquired online entertainment company, Global Media Vault Limited.Effective January 31, 2014, J Sainsbury PLC acquired the remaining 50% interest in Sainsbury's Bank PLC. Effective August 07, 2014, J Sainsbury PLC acquired a remaining 36% interest in Anobii Ltd.
- 森寶利
- J·森寶利公共有限公司是森寶利超市的母公司，常稱Sainsbury's，是英國第二大連鎖超市公司，佔16.6%的英國市場佔有率。 總部位於倫敦市霍爾本圓環。 同時該公司也經營財產及銀行業務。維基百科
- 股價： SBRY (LON)278.32 GBX -5.98 (-2.10%)
9月22日 下午5:02 GMT+1 - 免責聲明 - 總部： 英國大倫敦倫敦
- 成立於： 1869 年
Morrisons was founded in Yorkshire at the end of the 19th century, and in 1967 became a listed company. After acquiring rival Safeway, Morrison became the fourth largest supermarket chain in the UK.
http://www.morrisons.com/
Marks and Spencer Group plc is a United Kingdom retailer. The Company is the holding company of the Marks & Spencer Group of companies. Marks & Spencer is the United Kingdom’s clothing retailer with 731 stores across the country. The Company sells food, homeware and clothing and womenswear, lingerie and menswear. It offers clothing and home products, as well as foods, sourced from around 2,000 suppliers globally. As of March 31, 2012, the Company’s products were sold through 731 United Kingdom stores and 387 internationally. It has 387 stores in 43 territories across Europe, the Middle East and Asia. The Company has over 703 stores across the United Kingdom in high streets and retail parks, as well as stations, airports and other locations ranging from out-of-town and flagship stores of over 100,000 square feet, to Simply Food stores of around 7,000 square feet.
http://www.marksandspencer.com/
[ 本帖最後由 chenleon1 於 2014-9-23 09:24 編輯 ]
作者:
chenleon1 時間: 2014-12-30 20:05
Wal-Mart's Real Problem: Competitors Can Match Its Buying Power
http://seekingalpha.com/article/2786485-wal-marts-real-problem-competitors-can-match-its-buying-power
Summary- Kroger is now able to match or beat Wal-Mart’s price on many items.
- Kroger and Costco now have TTM revenues in excess of $100 million. Amazon.com now has a TTM revenue of $85 million.
- Those revenues give those companies wholesale price buying leverage that rivals that of Wal-Mart.
- Each of these retailers’ TTM revenues is growing at a much faster rate than that of Wal-Mart.
- Smaller retailers such as Safeway and Target may not be able to compete with the prices of Wal-Mart, Amazon.com, Costco and Kroger.
On my last two shopping trips, I observed what might be the cause of Wal-Mart's (NYSE: WMT) decline in shopper visits. Two weeks ago I went to City Market, a Kroger's (NYSE: KR) subsidiary here in Colorado, and earlier this week I visited Wal-Mart. During those trips, I noticed that the prices on groceries and household goods at Wal-Mart and City Market were almost identical.
What was even more interesting was that some of City Market's prices were actually better than Wal-Mart's. For example, a can of Kroger's house brand coffee was priced at $6.99. Comparable Maxwell House coffee at Wal-Mart cost around $7.95 a can. Some varieties of Campbell's soup that cost $1.25 a can at Wal-Mart were selling for $1 a can at City Market.
Wal-Mart's Buying PowerMy observations indicate that Kroger now has the ability to match or even best Wal-Mart's prices. That's bad news for Wal-Mart because its business model is based upon offering the lowest price possible. The main reason people shop at Wal-Mart is because of the prices; if Kroger offers similar or better prices, people will shop there instead.
Historically, Wal-Mart was able to offer extremely low prices because of its massive amount of buying power. It had the ability to force suppliers to offer the prices it wanted if they wanted to stay in business. That gave Wal-Mart the leverage it needed to essentially set prices at levels other retailers could not match.
This leverage comes from the sheer size of Wal-Mart; it reported a TTM revenue of $483.79 billion on October 31, 2014. That revenue was more than four times the size of Wal-Mart's largest rival, Costco Wholesale (NASDAQ:COST), which reported a TTM revenue of $114.49 billion on Nov. 30, 2014.
For years, Wal-Mart had no rivals with the leverage to match its prices. The problem is that it now has at least three rivals that have the kind of buying power to match its prices.
Rivals Now Match Wal-Mart's Buying PowerThe first of these is Costco; the second is Kroger, which reported a TTM revenue of $106.48 billion on Oct. 31, 2014. The third is Amazon.com (NASDAQ: AMZN), which reported a TTM revenue of $85.25 billion on Sept. 30, 2014.
None of these retailers is Wal-Mart's equal yet, but two of them now have TTM revenues of over $100 billion and Amazon is now in striking range of $100 billion revenue. Such revenues mean that each of those retailers has or could soon have a potential wholesale buying power of roughly $100 billion. It also means that each of these retailers now has the ability to put the kind of pressure on suppliers that only Wal-Mart had just a few years ago.
What should worry Wal-Mart is the speed at which the revenues of these three rivals are growing. Amazon.com reported a TTM revenue of $57.26 billion in September 2012; that revenue grew to $70.13 billion in September 2013 and $85.25 billion in September 2014. Kroger reported a TTM revenue of $94 billion in October 2012 that grew to $99.17 billion in October 2013 and $106.48 billion in October 2014. Costco reported a TTM revenue of $101.22 billion in November 2012 that grew to $106.46 billion in November 2013 and $114.49 billion in November 2014.
Rivals Growing Faster Than Wal-MartThe interesting thing is that Wal-Mart's revenue did not stand still during this period; it registered an impressive level of growth. Wal-Mart reported a TTM revenue of $464.26 billion in October 2012 that grew to $474.36 billion in October 2013 and $483.79 billion in October 2014. Basically, Wal-Mart's TTM revenue has been growing by around $10 billion a year for the past three years. That comes from a quarterly year-to-year growth rate of 2.86% a year.
What's intriguing is that the amount of revenue growth at Costco and Kroger is rivaling that at Wal-Mart. The rate of quarterly year-to-year revenue growth at both companies exceeds Wal-Mart's. Kroger reported a rate of 11.20% on Oct. 31, 2014. Costco reported a quarterly year-to-year growth rate of 7.39% on Nov. 30, 2014.
Amazon's amount of TTM revenue growth is actually exceeding Wal-Mart's. If it registers the same rate of TTM revenue growth it reported on Sept. 30, 2014-20.14% according to our friends over at ycharts.com-that means Amazon should hit the $100 billion revenue mark next year.
Basically, the buying power of Wal-Mart's three biggest rivals is growing at an astounding rate. It will probably take years for any of these companies to reach Wal-Mart's size; it appears that they can now rival it in leverage. To make matters worse, their leverage will grow in the years ahead if the revenue increases continue.
Target's DilemmaThe people that should be worrying about this growth should be the folks in the executive suite at Target (NYSE: TGT). Target reported a quarterly year-to-year TTM revenue growth rate of 2.75% on October 31, 2014. In terms of revenue and the leverage it brings, they are being left in the dust by Costco, Amazon and Kroger.
Target reported a TTM revenue of $71.85 billion in October 2012 that grew to $73.81 billion in October 2013 and fell to $73.7 billion in October 2014. Target's revenue growth is stagnant, and its revenue is actually falling slightly.
It is hard to see how Target's going to be able to maintain its position as a major retail player if this continues. Four gigantic rivals now have the buying power to undercut its prices and are already doing so.
It looks as if we're moving into a new retail environment where instead of one mega retailer-Wal-Mart-dominating the landscape, we'll have four giants: Wal-Mart, Costco, Amazon and Kroger. One has to wonder how smaller players like dollar stores, Target and lesser supermarkets like Safeway (NYSE:SWY), which reported a TTM revenue of $36.76 billion and a TTM revenue growth rate of 2.58% on September 30, 2014, will be able to survive in this new world of retail.
How are other retailers supposed to compete when at least four companies gain the ability to engage in the kind of deep discounting once reserved only for Wal-Mart?
作者:
chenleon1 時間: 2014-12-30 20:10
還記得 tesco 的痛嗎? 零售業越來越不好玩了, 童鞋們!!!
作者:
chenleon1 時間: 2015-1-22 14:20
Casey’s General Stores, Inc. (Casey’s) and its wholly owned subsidiaries operates convenience stores under the name Casey's General Store in 14 Midwestern states, primarily in Iowa, Missouri and Illinois. The Company also operates one stand-alone pizza delivery and carry-out store and one store selling primarily tobacco products. The stores carry a range of food (including freshly prepared foods, such as pizza, donuts and sandwiches), beverages, tobacco products, health and beauty aids, automotive products and other nonfood items. In addition, all Casey's stores offer gasoline for sale on a self-service basis. As of July 31, 2014, the Company operated 1,837 stores in 14 states. The Company operates a central warehouse, Casey's Distribution Center in Ankeny, Iowa, through which the Company supplies grocery and general merchandise items.
https://www.caseys.com/menu
作者:
chenleon1 時間: 2015-1-22 14:28
Alimentation Couche-Tard Inc. (Couche-Tard) is a convenience store operator in the United States, Europe and Canada. The Company operates its convenience store and road transportation fuel retailing chain under several banners, including Circle K, Statoil, Couche-Tard and Mac’s. As of October 13, 2013, Couche-Tard’s network comprised 6,207 convenience stores throughout North America, including 4,698 stores with road transportation fuel dispensing. In Europe, Couche-Tard operates a broad retail network across Scandinavia (Norway, Sweden, Denmark), Poland, the Baltics (Estonia, Latvia, Lithuania) and Russia with 2,276 stores as at October 13, 2013, the majority of which offer road transportation fuel and convenience products. The Company generates income primarily from the sales of tobacco products, grocery items, beverages, fresh food offerings, other retail products and services, road transportation fuel, stationary energy, marine and aviation fuel, lubricants and chemicals.
作者:
mikeon88 時間: 2015-1-22 14:38
最近貼的股票都不便宜吶！
作者:
chenleon1 時間: 2015-1-22 19:43
居高要思危了...好股但便宜的不多了！
作者:
chenleon1 時間: 2015-1-26 15:24
揭密！好市多毛利比人低，薪水比人高？
http://www.chinatimes.com/realtimenews/20150124002321-260405
這是一個神奇的賣場！當所有的老闆都在追求毛利率不斷成長之際，只有在這個賣場裡，業者整天在想如何可以「賺少一點」，今年毛利率一○％，明年能不能只賺九．五％，後年賺九％就好？
好市多來台18年，一步一腳印，陸續開了10家店，其中3家店獲利，排進全球好市多671家分店的前10名。
這個要收會費的量販店，也不是一來台灣就賺錢。
第一家店開在高雄，別說消費者沒聽過好市多，對還沒買東西就要先付一千二百元的會員制更難以接受。剛開張時，每天員工比客人還要多，好不容易走進來一個客人，竟然有員工忍不住要鼓掌。
【「量」與「效率」，是量販業成功的兩大關鍵因素】
台灣好市多內部有個百人採購團，是整個營運的神秘「大腦」，這個部門「選得好」，消費者就不會站在貨架前猶疑不定，很快就能做出選擇，然後迅速轉向收銀台，掏錢買單離場。
台灣好市多估計，平均每位消費者從進場到出場約為45分鐘，比起同業足足少了三成，商品好、動線流暢，結帳後迅速離場，賣場就能吸納更多人進場，創造更大的業績。
要做到「效率」並不容易，除了產品選得好，細微處還要有其他服務的配合，例如在好市多結帳時都有個收銀助理，會貼心地幫消費者把商品疊好，讓結帳動作更順暢。每一個人力都是成本，收銀助理亦是，但台灣好市多顯然在成本與效率之間拿捏精準，也是其中成功的關鍵。
【堅持收取會員費 續卡率卻逼近九成】
好市多還有一個重要特色，就是每年必須收取會費1200元。
台灣過去也有收會費的量販店，但最後都撐不住，只有台灣好市多始終堅持如一。如今全台發行220萬張卡，等於每10人當中就有1人是會員，堪稱是全台灣收取會員費人數最大的企業。
「我們從來不認為收會員費是障礙！」台灣好市多財務長尤民安是最早的員工之一，他說收會員費的壓力「其實是在好市多身上，不是消費者」。
「當會員走進好市多，還沒買東西前他已經付錢了，你能不準備好嗎？」所以台灣好市多的採購，必須為會員挑出最好的商品、談到最漂亮的價格，提供最好的服務。這就是張嗣漢口中會員費的「價值」──最好的品質，最便宜的價格。
其實在好市多的算盤上，商品的毛利率只夠支付人事、行銷等費用，會費才是賺進口袋的錢。換算下來六百億元的營業額，可以賺取約十五億元的獲利，淨利率低到不能再低，只有2％多。
全世界的好市多都可以無條件退換貨，甚至連吃了一大半的餅乾、用過的電器都可以退；其實好市多利用這個零售業罕見的退貨方式，一來讓消費者更敢放手消費，帶進更多業績，二來可以透過退貨對所有供應商再做一次檢驗，被退貨太多的供應商自然造成壓力，一舉兩得。
作者:
chenleon1 時間: 2015-1-26 21:11
DICK'S Sporting Goods, Inc. is a sporting goods retailer offering an assortment of brand name sporting goods equipment, apparel and footwear in a specialty store environment. The Company owns and operates Golf Galaxy, LLC, a golf specialty retailer and eCommerce Websites and catalog operations for both Dick's Sporting Goods and Golf Galaxy. It offers its products through its eCommerce platform that is integrated with its store network. The Company has more than 595 DICK'S Sporting Goods locations across the United States, serving athletes and outdoor enthusiasts through associates, in-store services and specialty shop-in-shops. The Company also offers a selection of in-store amenities, a menu of specialized equipment services and a range of merchandise for functional training.
Hibbett Sports, Inc. operates sporting goods stores in small and mid-sized markets predominantly in the South, Southwest, Mid-Atlantic and the Midwest. As of February 1, 2014, the Company operated 927 stores consisting of 910 Hibbett Sports stores and 17 smaller-format Sports. The Company’s merchandise assortment emphasizes team sports complemented by localized apparel, footwear and accessories designed to appeal to a range of customers within each individual market. The Company’s primary retail format is Hibbett Sports, an approximately 5,000 square foot store located primarily in strip centers, which are usually near a Wal-Mart store. Of these stores, 730 Hibbett Sports stores are located in strip centers, which include free-standing stores, with the remaining 180 stores located in enclosed malls, which are the only enclosed malls in their county.
作者:
chenleon1 時間: 2015-2-5 20:40
PriceSmart, Inc. (PriceSmart) business consists primarily of international membership shopping warehouse clubs similar to warehouse clubs in the United States. The Company owns and operates United States-style membership shopping warehouse clubs through wholly owned subsidiaries operating in Latin America and the Caribbean using the trade name PriceSmart. The warehouse clubs sell basic high quality consumer goods at low prices to individuals and businesses. The Company ships its United States and other internationally sourced merchandise directly to its warehouse clubs or to the Company's consolidation points (distribution centers). On March 15, 2012, the Company acquired land in north Cali, Colombia.
感覺來到costco 了...http://www.pricesmart.com/Investor/CanasPics.html
[ 本帖最後由 chenleon1 於 2015-2-5 20:42 編輯 ]
作者:
chenleon1 時間: 2015-3-10 14:38
WESCO is recognized as one of the largest and most responsive electrical distributors in the industry. Our network of Branches and Distribution Centers stock more than 215,000 products, tailoring the inventory to meet the needs of our customers.
Typical WESCO-Supplied Products include:
- Lighting, including lamps (light bulbs and fluorescent tubes), light fixtures, ballasts and lighting controls
- Distribution Equipment, including circuit breakers, transformers, switchgear, and busway
- Wire, Cable, and Conduit
- Control and Automation Equipment, such as industrial computers and controllers, man-machine interfaces, safety equipment, and motor control centers
- Data Communication, such as wiring, cabling, terminals, connectors, hubs, and routers
- Supplies, including batteries, fuses, fittings, safety equipment, ladders, tools, tape, and thousands of other products
作者:
lance 時間: 2015-3-10 16:48
之前中股那邊有同學分享過了。
大商--中國最大的百貨商業集團，中國零售／百貨的龍頭。
中國最大的零售業集團之一。2013年，大商集團銷售突破1500億元 ，
200多家大中型店鋪遍及14省70餘城市
營運業務包山包海：
1 百貨店
2 購物中心
3 大型綜合超市
4 電器和家居
5 餐飲娛樂
6 大商城市廣場
7 大商酒行
8 大商影城
與同業PK： ROE, 獲利, 市值都是第一名。完勝二、三名的重慶百貨、合肥百貨。
作者:
kaka 時間: 2017-12-22 08:05
美國折扣零售業
作者:
kaka 時間: 2017-12-23 10:37
藝品店……The Michaels Companies, Inc. (美股 MIK)
作者:
kaka 時間: 2017-12-23 10:42
MIK
作者:
kaka 時間: 2017-12-23 11:01
美國..運動用品批發經銷(游泳池)..Pool Corporation ( 美股 POOL )
[ 本帖最後由 kaka 於 2017-12-23 11:05 編輯 ]
作者:
kaka 時間: 2017-12-23 13:00
美股特百惠TUP
作者:
kaka 時間: 2017-12-30 12:57
日本...零售商場..Seven & i Holdings (日本 3382 ,美股 SVNDY )
作者:
kaka 時間: 2017-12-31 15:41
美國...零售..Newell Brands Inc (美股 NWL)
作者:
kaka 時間: 2017-12-31 17:29
美國..零售(世界最大園藝用品)..Scotts Miracle-Gro (美股 SMG )
[ 本帖最後由 kaka 於 2017-12-31 17:38 編輯 ]
作者:
kaka 時間: 2018-1-18 23:41
新加坡..零售..Dairy Farm International Holdings 牛奶國際(新加坡 D01,美股 DFIHY)
作者:
kaka 時間: 2018-2-11 14:45
台股..電子零售通路..全國電 (台股 6281)
http://www.elifemall.com.tw
http://www.elifemall.com.tw/allnewweb/store.php
https://tw.stock.yahoo.com/d/s/company_6281.html
| 營收比重 | 家電產品64.72%、影視及影音商品21.81%、資訊產品12.18%、通訊商品0.68%、其他0.61% (2016年) |
http://www.elifemall.com.tw/allnewweb/about.php
成長記事
全國電子秉持著『本土經營、服務第一』的創業精神，自我期許只要是顧客的需求，全國電子一定創造『別人不能，我們能；別人不會，我們會；別人不做，我們做』的獨特價值。
自1975年成立以來，在顧客的支持下，從一家電子計算機專賣店，至目前超過三百家門市，在此與所有愛護全國電子的顧客共同分享我們的成長紀事。
作者:
kaka 時間: 2018-2-17 16:26
台股..零售..特力(台股 2908)
http://www.testritegroup.com
https://tw.stock.yahoo.com/d/s/company_2908.html
| 營收比重 | 臺灣零售事業49.63%、貿易代理商品36.98%、中國零售事業10.11%、其他3.28% (2016年) |
http://www.testritegroup.com/wps/portal/!ut/p/c5/04_SB8K8xLLM9MSSzPy8xBz9CP0os_gwT1_LkCB_YwN3Ay8XA09LNzefEEtfIwMDI6B8pFm8AQ7gaEBAt59Hfm6qfkFuRDkAqLyyaw!!/dl3/d3/L2dJQSEvUUt3QS9ZQnZ3LzZfVklNOVRSTzMwRzBKRDBJOUZGTFQ5TTIwTzA!/
關於特力集團
構築一個全球整合型企業
特力集團致力構築一個全球整合型企業(GIE, Global Integrated Enterprise)，以30多年對外貿易實務經驗為基礎，為世界各地的知名零售賣場(Wal-Mart、Sam’s、Target、Staples、Office Depot、Carrefour、Metro…等)供應物超所值的貨品，並且跨入零售通路經營，旗下包括特力屋、HOLA特力和樂、HOLA CASA和樂名品傢俱、HOLA Petite 等品牌，提供各項居家生活相關商品及服務。
時至今日，特力集團已發展成為一個橫跨貿易、零售、電子商務、商品設計、製造、營建等全方位的大型事業體，在全球16個國家地區設有22個據點。
特力集團自1978年成立以來，秉持誠信、努力耕耘，為全球的零售商與製造商搭起一座座長期合作橋樑，在這些綿密交織的網路中，橫跨眾多不同產業，遍及各地。我們彼此信賴、相互支援並分享成果。
特力集團於1992年進入中國大陸地區，近年來為滿足大陸市場需求，於上海設立貿易事業大中華地區總部，貿易事業並且成立內銷事業部，除了妥善運用當地製造業的豐沛資源外，同時發展與國際知名品牌合作代理銷售業務；另外，零售事業也自2004年開始進入中國大陸地區，逐步於北京、上海、深圳等地區建立「HOLA特力和樂」家居館，銷售家居家飾用品。我們相信，唯有迅速準確掌握世界潮流、持續創新、不斷提供多樣優質商品，才能100%滿足客戶所需。
誠信(Integrity)、當責(Accountability)、謙和(Modesty)、以客戶為導向(Customer Focus)、高績效文化(High Performance Culture)是我們不變的企業文化，我們隨時以最貼心的服務，希望幫助客戶實現夢想家園，共同創造每一個美好的明天！
作者:
kaka 時間: 2018-2-18 16:14
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kaka 時間: 2018-2-18 16:21
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kaka 時間: 2018-2-18 16:25
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kaka 時間: 2018-2-18 16:29
作者:
kaka 時間: 2018-2-18 16:34
日本...零售商場..Seven & i Holdings (日本 3382 ,美股 SVNDY )
http://www.7andi.com
http://www.7andi.com/en/company/summary.html
The planning, management and operation of Group companies centering on a wide variety of business operations, including convenience stores, superstores, department stores, supermarkets, food services, financial services and IT services (pure holding company).
https://en.wikipedia.org/wiki/Seven_%26_I_Holdings_Co.
Seven & I Holdings Co., Ltd. (株式会社セブン&アイ・ホールディングス, Kabushiki-gaisha Sebun ando Ai Hōrudingusu, Seven-i (セブンアイ)) is a Japanese diversified retail group headquartered in Nibancho, Chiyoda, Tokyo, Japan.[1] Seven & I was founded in 1920 as Ito-Yokado, and is now the fifth largest retailer in the world,[2] with 54,000 stores in approximately 100 countries.
作者:
kaka 時間: 2018-2-18 16:34
美國...零售..Newell Brands Inc (美股 NWL)
http://www.newellbrands.com
https://en.wikipedia.org/wiki/Newell_Brands
Newell Brands is an American worldwide marketer of consumer and commercial products with a portfolio of brands including Rubbermaid food storage, home organization and reusable container products; Contigo and Bubba water bottles; Coleman outdoor products; Diamond matches; Sharpie, Expo Markers, PaperMate, Dymo, Elmer's, Krazy Glue, Mr. Sketch, Parker Pens, Uniball, Prismacolor, Rotring, Xacto, Waterman, Berol stationery products; Bicycle and Bee Playing Cards; Aprica, Nuk, Tigex, Babysun, Baby Jogger and Graco children's products; First Alert alarm systems; Calphalon cookware and kitchen electrics; Sunbeam, Rival, Crock-Pot, Holmes, FoodSaver, Oster, Osterizer, Mr. Coffee small kitchen appliances; Yankee Candle candles; Jostens custom memorabilia; and Goody hair care accessories.
The company's global headquarters was located immediately north of Atlanta in the Perimeter Center edge city. The company announced plans in 2016 to relocate HQ to New Jersey, United States.[3]
================================================================
http://finance.google.com/finance?q=NYSE%3ANWL&ei=rJBIWrDsKpSB0ASGxILwCw
Newell Brands Inc. is a marketer of consumer and commercial products.
The Company's segments include Writing, Home Solutions, Commercial Products, Baby & Parenting, Branded Consumables, Consumer Solutions, Outdoor Solutions and Process Solutions.
Its products are marketed under a portfolio of brands, including Paper Mate, Sharpie, Dymo, Expo, Parker, Elmer's, Coleman, Jostens, Marmot, Rawlings, Mr. Coffee, Rubbermaid Commercial Products, Graco, Baby Jogger, NUK, Calphalon, Rubbermaid, Contigo, First Alert, Waddington and Yankee Candle.
Writing segment consists of the Writing and Creative Expression business. Home Solutions segment designs, manufactures or sources and distributes a range of consumer products under various brand names.
Commercial Products segment designs, manufactures or sources and distributes cleaning and refuse products.
Its Baby & Parenting segment designs and distributes infant and juvenile products.
作者:
kaka 時間: 2018-2-18 16:35
美國..零售(世界最大園藝用品)..Scotts Miracle-Gro (美股 SMG )
http://www.scottsmiraclegro.com
Our Company
The Scotts Miracle-Gro Company (NYSE: SMG) is the world’s largest marketer of branded consumer lawn and garden products.
Our Business
We are proud to bring the most recognized lawn and garden brands in the industry. Our headquarters is located in Marysville, Ohio where O.M. Scott began selling lawn seed in 1868. The company has grown to be an industry leader with regional offices, research facilities and businesses across the U.S. and in Canada.
Industry Leader
ScottsMiracle-Gro has helped to grow the more than $5.4 billion global consumer lawn and garden market by staying connected with the consumer. Through our consumer insights and dedication to innovation, we continue to bring trusted lawn and garden products to consumers worldwide.
Our Brands
Scotts®, Miracle-Gro®, Ortho®, and Tomcat® brands are market leading in their categories, as is the consumer Roundup® brand, which is marketed in North America exclusively by Scotts. Our brands are sold through the leading home improvement retailers and mass merchandisers. Other key channels include large hardware chain stores, independent hardware stores, garden centers, nurseries, greenhouses and food and drug stores.
http://finance.google.com/finance?q=NYSE%3ASMG&ei=DalIWvD9OYem0QSCiKvADw
The Scotts Miracle-Gro Company (Scotts Miracle-Gro) is a manufacturer and marketer of branded consumer lawn and garden products.
The Company's segments include Global Consumer. In North America, its brands include Scotts and Turf Builder lawn and grass seed products; Miracle-Gro, Nature's Care, Scotts, LiquaFeed and Osmocote gardening and landscape products; and Ortho, Roundup, Home Defense and Tomcat branded insect control, weed control and rodent control products. In the United Kingdom, its brands include Miracle-Gro plant fertilizers; Roundup, Weedol and Pathclear herbicides; EverGreen lawn fertilizers, and Levington gardening and landscape products.
作者:
kaka 時間: 2018-2-18 16:35
台股..電子零售通路..全國電 (台股 6281)
http://www.elifemall.com.tw
http://www.elifemall.com.tw/allnewweb/store.php
https://tw.stock.yahoo.com/d/s/company_6281.html
| 營收比重 | 家電產品64.72%、影視及影音商品21.81%、資訊產品12.18%、通訊商品0.68%、其他0.61% (2016年) |
http://www.elifemall.com.tw/allnewweb/about.php
成長記事
全國電子秉持著『本土經營、服務第一』的創業精神，自我期許只要是顧客的需求，全國電子一定創造『別人不能，我們能；別人不會，我們會；別人不做，我們做』的獨特價值。
自1975年成立以來，在顧客的支持下，從一家電子計算機專賣店，至目前超過三百家門市，在此與所有愛護全國電子的顧客共同分享我們的成長紀事。
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kaka 時間: 2018-2-18 16:36
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kaka 時間: 2018-2-18 16:38
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kaka 時間: 2018-2-18 16:39
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kaka 時間: 2018-2-18 16:45
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kaka 時間: 2018-2-18 16:51
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kaka 時間: 2018-2-21 23:25
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kaka 時間: 2018-2-21 23:26
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kaka 時間: 2018-2-21 23:28
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kaka 時間: 2018-2-21 23:29
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kaka 時間: 2018-2-21 23:30
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kaka 時間: 2018-2-21 23:30
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kaka 時間: 2018-2-21 23:30
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kaka 時間: 2018-2-21 23:31
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kaka 時間: 2018-2-21 23:31
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kaka 時間: 2018-2-21 23:32
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kaka 時間: 2018-2-21 23:32
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kaka 時間: 2018-2-21 23:33
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kaka 時間: 2018-2-21 23:33
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kaka 時間: 2018-2-21 23:34
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kaka 時間: 2018-2-21 23:34
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kaka 時間: 2018-2-21 23:35
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kaka 時間: 2018-2-21 23:35
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kaka 時間: 2018-2-21 23:36
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kaka 時間: 2018-2-21 23:36
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kaka 時間: 2018-2-21 23:37
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kaka 時間: 2018-2-21 23:37
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kaka 時間: 2018-2-21 23:38
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kaka 時間: 2018-2-21 23:38
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kaka 時間: 2018-2-21 23:39
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kaka 時間: 2018-2-21 23:39
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kaka 時間: 2018-2-21 23:40
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kaka 時間: 2018-2-21 23:40
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kaka 時間: 2018-2-21 23:41
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kaka 時間: 2018-2-21 23:41
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kaka 時間: 2018-2-21 23:42
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kaka 時間: 2018-2-21 23:42
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kaka 時間: 2018-2-21 23:43
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kaka 時間: 2018-2-21 23:43
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kaka 時間: 2018-2-22 08:59
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kaka 時間: 2018-2-22 08:59
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kaka 時間: 2018-2-22 09:00
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kaka 時間: 2018-2-22 09:00
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kaka 時間: 2018-2-22 09:01
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kaka 時間: 2018-2-22 09:01
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kaka 時間: 2018-2-22 09:02
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kaka 時間: 2018-2-22 09:03
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kaka 時間: 2018-2-22 09:30
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kaka 時間: 2018-2-22 09:31
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kaka 時間: 2018-2-22 09:31
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kaka 時間: 2018-2-22 09:32
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kaka 時間: 2018-2-22 09:32
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kaka 時間: 2018-2-22 09:33
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kaka 時間: 2018-2-22 09:33
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kaka 時間: 2018-2-22 09:34
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kaka 時間: 2018-2-22 09:34
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kaka 時間: 2018-2-23 05:30
台股...電子零售通路..神腦(台股 2450)
http://www.senao.com.tw
https://tw.stock.yahoo.com/d/s/company_2450.html
| 營收比重 | 通訊商品77.20%、其他13.10%、提供勞務9.70% (2016年) |
https://online.senao.com.tw/About?_ga=2.105898243.1824003982.1518248004-599748764.1518248004
神腦，讓生活更簡單、更聰明、更美好！
神腦國際企業股份有限公司，創立於1979年，全國已逾500家門市，是最大的行動手持裝置通路商，秉持著『無所不通、無所不在、無微不至』的服務理念，致力提供消費者更便利的智慧生活。自2007年中華電信入股至今，神腦除了在全國中華電信營業窗口設立據點與客服維修中心外，更以提供專業商品諮詢及售後維修服務為宗旨，讓消費者享受最即時、最完美的各項服務，深受大家肯定。
在這個數位匯流新時代，數位化商品已成為市場主力，智慧型手機、平板電腦及數位家電，是家家戶戶必備的商品，神腦國際已經看見未來生活，讓服務全面進化，轉型「神腦數位」門市，積極從智慧型手機販售及電信服務的角色，升級為提供數位商品的專業服務，更強調『單點購足（One-Stop Solution）』的數位應用販售，讓所有消費者都可以在神腦門市，一次滿足生活上所需要的數位商品與服務需求！
神腦購物，在地服務！打造全通路零售服務，線上/線下24小時不斷線！
因應整體消費環境的轉變， 2017年神腦通路服務再次升級，除了遍佈全台的專業門市，網路購物站「神腦線上」正式上線，提供消費者線上／線下24小時不斷線，全方位的數位生活服務！之後任何時候都可以上線逛手機、挑電腦、選平版；或是到門市親自試用商品，有專業的神腦銷售顧問可以諮詢，充份體驗了解後再到神腦線上網站下訂，輕鬆等商品送到家；更可以半夜線上下單搶便宜，再到臨近神腦門市取貨，優惠不漏接，享受更及時！
「神腦線上」能做的，不只是這樣！為了滿足消費者食衣住行等各方面需求，「神腦線上」還會持續擴充新商品，不論是照顧3C數位族的保健商品，或是可以大快朵頤的美食票券，神腦都會陸續引進，服務我們的會員和客戶，讓大家時時刻刻都能感受到神腦的貼心與專業，精采每個人的數位享樂生活！
作者:
kaka 時間: 2018-5-20 10:55
梅西百貨
作者:
蔚藍 時間: 2018-6-23 22:02
作者:
kaka 時間: 2018-8-25 00:13
我家樓下新開一家全聯
作者:
kaka 時間: 2018-8-25 02:18
美國...零售..Newell Brands Inc (美股 NWL)
http://mikeon88.freebbs.tw/viewthread.php?tid=45747&extra=page%3D2
作者:
kaka 時間: 2018-10-7 16:01
永旺集團 AEON Group ( 日股 8267 ) ( 零售 )
https://zh.wikipedia.org/wiki/%E6%B0%B8%E6%97%BA%E9%9B%86%E5%9C%98
永旺集團（英語：AEON Group、日語：イオングループ）是一個日本零售與金融服務集團，以永旺株式會社為中心；於中國大陸、香港、馬來西亞、越南、柬埔寨等地與擁有姊妹公司，在中國大陸和香港以「AEON永旺」名稱營運。
依據《財富》全球500強，永旺集團是日本最大，也是世界第十大零售集團。
永旺集團有限公司公司類型成立代表人物總部產業網站
作者:
蔚藍 時間: 2018-10-7 17:56
作者:
蔚藍 時間: 2018-10-14 22:39
貼上Michaels Corporation (MIK)專業藝品公司的簡報，關於各類別於零售業線上銷售的佔比…
這家公司簡報做的很優，看完後還蠻想投資的，雖然現在看到零售業怕怕的…
[ 本帖最後由 蔚藍 於 2018-10-14 22:41 編輯 ]
作者:
mikeon88 時間: 2018-10-15 07:00
幾年前看過這家公司，想不到獲利依舊，股價卻跌了。
雖然道瓊仍在高處，零售、汽車、IC股卻一蹶不振，
僅金融、機械、國防、鐵路股較好，
跟台股一樣，美股兩極化明顯
作者:
Raimu 時間: 2018-10-15 11:23
同店銷售好像不見起色...
不過股價是很便宜
電商平台也有建立起來
https://www.consumercrafts.com/
https://www.darice.com/
作者:
mikeon88 時間: 2018-10-15 13:15
這個跟超商或百貨公司一樣，
店開久了業績要成長很難，得靠開新店。
作者:
ted_17 時間: 2018-10-15 19:58
Michaels 不建議呢。每次經過都沒看見裡面有人(連周末呢!)消費，
賣的又是美術耗材，不會壞的。
店員都是耳順老嫗，感覺店沒有什麼活力。
作者:
蔚藍 時間: 2018-10-15 23:11
難道現在的人整天都在滑手機，不玩藝品DIY了…
這間看起來是靠賺女人和小孩的錢，自有品牌佔比高~
[ 本帖最後由 蔚藍 於 2018-10-15 23:16 編輯 ]
作者:
kaka 時間: 2018-10-20 16:39
LAWSON 羅森 (日股 2651) 便利商店
https://www.lawson.co.jp/index.html
https://zh.wikipedia.org/wiki/%E7%BE%85%E6%A3%AE_(%E4%BE%BF%E5%88%A9%E5%BA%97)
羅森（日語：ローソン，英語：LAWSON）是特許經營連鎖式便利商店。分店遍及日本，中國，美國夏威夷，印尼，泰國及菲律賓。
羅森在日本的規模位居第三，僅次於日本7-Eleven與FamilyMart全家便利商店，迄2017年9月止全日本店數12,648家，中國973家，各分店出售貨品包括雜誌、漫畫、飲品、藥物、零食及便當等。
羅森是首家完成全日本展店工作的便利商店業者，近年來由於致力改革，在業界的評價甚高，甚至股價一度超越日本7-ELEVEN，蔚為話題。
羅森股份有限公司
原文名稱公司類型股票代號成立代表人物總部營業額總資產資產淨值員工人數實收資本額結算期主要股東主要子公司網站
作者:
kaka 時間: 2018-10-20 16:40
ABC-MART (日股 2670) 鞋,零售
https://www.abc-mart.com.tw/
https://www.abc-mart.com.tw/Store
作者:
kaka 時間: 2018-10-20 16:42
J.FRONT RETAILING Co.,Ltd. (日股 3086) 百貨零售
http://j-front-retailing.com/
http://j-front-retailing.com/company/outline.php
百貨店業等の事業を行う子会社及びグループ会社の経営計画・管理並びにそれに付帯する業務
作者:
kaka 時間: 2018-10-20 16:42
Matsumotokiyoshi Holdings Co.,Ltd. (日股 3088) 零售 , 控股公司
http://www.matsumotokiyoshi-hd.co.jp/company/matsukiyo/index_e.html
作者:
kaka 時間: 2018-10-20 17:02
FamilyMart (日股 8028) 便利商店
http://www.family.co.jp/goods.html
https://zh.wikipedia.org/wiki/FamilyMart
FamilyMart（日語：株式会社ファミリーマート，東證1部：8028）是一家日本國際連鎖便利商店集團，在台灣、中國大陸、泰國、越南、菲律賓、印尼、馬來西亞也設有連鎖店。
主要銷售日本便利店常見貨品，包括飲料、零食、便當、雜誌及漫畫等。日本及台灣的FamilyMart亦設有自動櫃員機、自動售票機等設備。
FamilyMart在1981年9月1日創辦，原是西友商店（1983年改名「株式會社西友」）子公司；現在是伊藤忠商事子公司。台灣全家便利商店股份有限公司在1988年獲得FamilyMart的地區加盟權。
株式會社ファミリーマート
公司類型股票代號成立代表人物總部營業據點數產業產品營業額員工人數實收資本額結算期主要股東主要子公司網站
作者:
kaka 時間: 2018-10-20 17:05
IZUMI CO.,LTD. (日股 8273) 零售
https://www.izumi.co.jp/corp/outline/
作者:
kaka 時間: 2018-10-20 17:05
YAOKO (日股 8279) 超級市場
https://www.yaoko-net.com/corporate/index.html
https://www.yaoko-net.com/store/store01/
作者:
kaka 時間: 2018-10-20 17:11
Seria Co.,Ltd. (日股 2782) 零售
https://www.seria-group.com/corporate/
https://www.seria-group.com/corporate/information/overview.html
https://www.seria-group.com/corporate/information/business/
作者:
gougwy 時間: 2018-10-22 20:31
作者:
kaka 時間: 2018-11-6 22:55
Metro AG 麥德龍集團 ( 德股 B4B ) 零售批發超市集團
https://archiv.metrogroup.de/en/
https://en.wikipedia.org/wiki/Metro_AG
Metro AG, otherwise known as Metro Group, is a German global diversified retail and wholesale/cash and carry group based in Düsseldorf.[2] It was established in 1964 by Ernst Schmidt and Wilhelm Schmidt-Ruthenbeck. As of 2010, it was the fourth-largest retailer in the world measured by revenues (after Wal-Mart, Carrefour and Tesco).[3]
https://zh.wikipedia.org/wiki/%E9%BA%A6%E5%BE%B7%E9%BE%99
麥德龍集團（德語：Metro AG），是德國最大、歐洲第二、世界第三的零售批發超市集團。是德國股票指數DAX的成分公司，世界500強之一，分店遍布31個國家。由奧托·拜斯海姆（Otto Beisheim）創建，目前總部位於杜塞道夫。旗下除麥德龍超市、real,-超市外，還有MediaMarkt、土星電器等零售市場品牌。
麥德龍集團公司類型成立代表人物總部標語口號產業產品營業額員工人數網站
Metro AG
Type
Traded asIndustryFoundedHeadquartersArea served
Key people
ProductsRevenueOperating income
Net income
Total assetsTotal equityNumber of employees
DivisionsWebsite
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日本千葉縣千葉市美濱區
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FamilyMart總部位於太陽城60 17樓
德國北萊茵-威斯伐倫杜塞道夫
��58.417 billion (2015/16)[1]
��1.560 billion (2015/16)[1]