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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (62797)11/2/2019 6:10:41 PM
From: Spekulatius  Read Replies (1) of 78459
 
AMZN has their own clothing lines; shorts, shirts paints which are of good quality. A TLRD acquisition would go along ways to expand & grow that segment of AMZN's business.
Why would AMZN buy a B&M company in a shrinking category (formal wear)? It doesn’t make any sense. I read somewhere that AMZN is now the largest cloth retailer, larger than Wal Mart in fact. They sell general use stuff like polo shorts, jeans and underwear. The competition from AMZN is becoming an issue for generic stuff like Hanes underwear or polo shirts where AMZN pricing is hard to beat for any retailer that has to deal with B&M overhead. It’s a problem for the malls and outlet centers that have a lot of clothing retailers in the,. The stronger brands go direct to consumer (Nike, Adidas being good examples).
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