Worth a read as some of the predictions seem to be unfolding i.e. masters is going
“If we fast-forward to 2020, what will the grocery landscape look like within Australia? Based on the completion of several What If? modeling and analysis exercises and game theory strategy session, I believe the following will more than likely occur:
• ALDI will continue to take market share and do so at a pace faster than industry analysts currently predict. Sales will exceed $16B in 2020. Note: If Woolworths is acquired by a PE firm, I estimate ALDI will be the primary beneficiary thus increasing their market share and sales revenue above current estimates.
• Unable to face the new reality of grocery retailing and competition, and unwilling to place the required laser-like focus on reducing costs; divesting all but food, fuel, and liquor businesses; and continuing to believe they can compete on price; Woolworths will experience continued lost sales, falling market share, and a falling share price. Woolworths will be acquired by a PE firm no later than Q2 of 2018. Once Woolworths is acquired, they will quickly cease to be a factor in the grocery market.
http://rogermontgomery.com/can-woolies-be-saved
Even $ 20 may not be cheap ??
- Forums
- ASX - By Stock
- WOW
- Aldi's the 'fresh food store'
Aldi's the 'fresh food store', page-6
-
- There are more pages in this discussion • 59 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add WOW (ASX) to my watchlist
(20min delay)
|
|||||
Last
$30.35 |
Change
0.150(0.50%) |
Mkt cap ! $43.04B |
Open | High | Low | Value | Volume |
$30.36 | $30.43 | $30.13 | $43.71M | 1.441M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 4823 | $30.34 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$30.37 | 1055 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 9896 | 30.470 |
2 | 29098 | 30.460 |
3 | 19546 | 30.450 |
3 | 31437 | 30.430 |
3 | 30990 | 30.420 |
Price($) | Vol. | No. |
---|---|---|
30.480 | 3424 | 2 |
30.510 | 4695 | 1 |
30.540 | 52567 | 3 |
30.560 | 64531 | 5 |
30.570 | 11231 | 2 |
Last trade - 16.10pm 28/11/2024 (20 minute delay) ? |
WOW (ASX) Chart |