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Re: TechWhiz post# 7466

Wednesday, 09/02/2020 4:26:38 PM

Wednesday, September 02, 2020 4:26:38 PM

Post# of 11406
Don't get emotional, WallyWorld? It is not a matter of whether I like them or not. Best investors don't make investment decisions with their feelings. Money is a cold-blooded impartial decision-maker that follows the best-performing companies on the market! There is nothing proprietary specifically in terms of e-commerce that Amazon does that can't be replicated by Walmart over time. Walmart has been trying for 15 years with a series of failures all along the way, but this latest attempt, seems to me, to pose a more serious threat than before. They will be following Amazon's playbook, but food delivery seems to me where they can stand out competitively because of the freshness of the deliveries. They will be delivering food directly from the closest local Walmart. It takes only one overriding competitive advantage to hook and take away customers from Amazon Prime, and given the ongoing concern over Covid-19, food delivery freshness is an important consideration between them and an advantage to the company who delivers it.
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