It turns out that there wasn't room for two big-box retailers in book
retailing or electronics, but that may not be the case in hardware and
home improvement retailing. Neither
Home Depot (NYSE:
HD) nor
Lowe's (NYSE:
LOW) are showing the same sort of troubles as
Barnes & Noble (NYSE:
BKS) or
Best Buy (NYSE:
BBY), perhaps because so many of the goods they sell make little sense as online orders.
While there may be room for two, it seems like Home Depot and Lowe's are
fated to play a lifelong game of leapfrog. Home Depot has solved many
of the problems that drove away customers and is now trying to drive
better savings through logistics. On the flip side, Lowe's looks like
it's in the middle of a problem-solving store reset program, and its
performance is lagging.
Please read more here:
http://stocks.investopedia.com/stock-analysis/2012/Now-Its-Lowes-Turn-To-Play-Catch-Up-LOW-HD-SHLD-WMT0524.aspx
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