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The Concern For Dollar Tree Isn't Amazon, It's Family Dollar
Friday, June 30, 2017 - 8:39am | 505Bernstein said in a note Thursday the concern regarding Dollar Tree, Inc. (NASDAQ: DLTR) isn't Amazon.com, Inc. (NASDAQ: AMZN) but its own Family Dollar Stores. Like The Dollar Stores Analyst Brandon Fletcher clarified that he generally likes the dollar stores, as he views these stores as...
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Bernstein Calls Dollar General 'Our Strategic Winner,' Attractive Takeover Target For Amazon
Friday, February 10, 2017 - 2:29pm | 544Bernstein maintains its Outperform rating on Dollar General Corp. (NYSE: DG), saying the stock offers good value as the declining middle class and shrinking household size should offset short term pricing pressures. Further, the brokerage also called Dollar General as an attractive acquisition...
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Will Amazon Expand Into Brick And Mortar? Some Wall Street Analysts Are Saying Yes
Thursday, February 9, 2017 - 2:36pm | 435Amazon.com, Inc. (NASDAQ: AMZN) owes part of its success to the fact that it doesn't operate hundreds of physical brick and mortar locations across the country. Operating stores costs money and lots of it between rent, maintenance, salary, insurance, etc. Yet, some Wall Street analysts are making...
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Bernstein On Broadline, Hardline Retail: Target, Dollar General Favored
Tuesday, February 7, 2017 - 10:37am | 516Bernstein initiated coverage of broadline and hardline retailers, and favors Target Corporation (NYSE: TGT) and Dollar General Corp. (NYSE: DG) amid ongoing disruption from online retailers. “Retail investing may need a stock picking mentality; returns from sector positioning alone are not...