標題: 零售商
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發表於 2014-9-15 11:18  資料 文集 私人訊息 
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 ]
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發表於 2014-9-15 11:20  資料 文集 私人訊息 
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。
TJXROST的股價YTD分別跌了16.6%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。





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發表於 2014-9-15 11:24  資料 文集 私人訊息 
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 ]
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發表於 2014-9-15 11:32  資料 文集 私人訊息 
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.



  1. 喜互惠公司
  2. 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 ]
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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 ]
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發表於 2014-9-15 19:06  資料 文集 私人訊息 
Ahold or Koninklijke Ahold N.V. is a Dutch international retailer based inAmsterdam, Netherlands. Ahold is an AEX-listed company on NYSE Euronext Amsterdam.TypeTraded asIndustryFoundedHeadquartersNumber of locationsKey peopleServicesRevenueOperating incomeProfitTotal assetsTotal equityEmployeesWebsite
Naamloze vennootschap
Euronext: AH
OTCQX: AHONY
Retailing
First company founded in 1887
Amsterdam, Netherlands
3,008
Dick Boer (CEO), Rene Dahan(Chairman of the Supervisory Board)
Convenience/forecourt store,discount store, drug store/pharmacy,hypermarket/supercenter/superstore, other specialty, supermarket
30.27 billion (2012)[1]
1.34 billion (2012)[1]
1.01 billion (2012)[1]
14.98 billion (2012)[1]
5.87 billion (2012)[1]
121,000 (2011)[1]
www.ahold.com
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發表於 2014-9-15 21:03  資料 私人訊息 
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
  1. 喜互惠公司
  2. 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
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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/

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發表於 2014-9-16 11:27  資料 文集 私人訊息 
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.
  1. 家得寶
  2. 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 ]
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發表於 2014-9-16 11:42  資料 文集 私人訊息 
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.TypeTraded asIndustryFoundedHeadquartersArea servedKey peopleProductsRevenueOperating incomeNet incomeEmployeesSubsidiariesWebsite
Public
LSE: TPK
OTCQX: TPRKY
Business-to-business, Retail
1988 through merger between Travis & Arnold and Sandell Perkins
Northampton, United Kingdom
United Kingdom
Robert Walker (Chairman)
John Carter (CEO)
Building and home improvement materials, tool hire
£5,148.7 million (2013)[1]
£347.6 million (2013)[1]
£249.5 million (2013)[1]
circa 24,000 (2013)
Wickes Toolstation
www.travisperkins.co.uk
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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]
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24.99.99.81
發表於 2014-9-16 12:13  資料 私人訊息 
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。
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125.230.92.16
發表於 2014-9-16 12:38  資料 文集 私人訊息 
good idea!  
馬上改
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發表於 2014-9-16 12:56  資料 文集 私人訊息 
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
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125.230.86.88
發表於 2014-9-16 20:34  資料 文集 私人訊息 
  1. 牛奶國際

  2. 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


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