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- Wal-Mart?s Strategy for Growth in China: Upscale Image
- Ravi Nagarajan submits: Companies that attempt to expand from their home base into foreign countries must adapt their operations to suit the preferences and peculiarities of each local market. In the “Tea with the Economist” interview shown below, Wal-Mart’s WMT head of China operations provides some insight into how Wal-Mart...
- External links 2009-12-10
- The Role of 'Visible Consumption' in the Survival of Branded Products
- Ravi Nagarajan submits: Very few Americans have experienced an economic downturn as severe as the current recession. Although it is very possible that GDP will show a positive reading for the third quarter, hardly anyone expects the employment situation to improve significantly until 2011. It is very possible that unemployment...
- External links 2009-08-28
- Costco CEO Jim Sinegal on the State of Retail
- Ravi Nagarajan submits: Popout The Conference Board Consumer Confidence Index rose to 54.1 in August which is up sharply from 47.4 in July and far above most estimates. The same report also shows that consumers are more upbeat when it comes to expectations for the job market. With consumer spending...
- External links 2009-08-26
- Wal-Mart's Ten Year Record: The Dangers of Overpaying for Growth
- Ravi Nagarajan submits: Wal-Mart Stores WMT is one of the most successful growth stories in American history and can boast of an unparalleled track record of growth in nearly any measure one can think of. Whether your preferred metric is the number of square footage of retail space, sales,...
- External links 2009-04-12
- Goldman Sachs' Downgrade of Wal-Mart Incorrectly Favors Discretionary Retailers
- Ravi Nagarajan submits: In what appears to be a downgrade based mostly on a macro call for economic recovery, Goldman Sachs GS downgraded Wal-Mart WMT stores Monday from “buy” to “neutral” and lowered the price target on the stock to $56 from $58. While I have not been able...
- External links 2009-06-17
- Why I Bought Wal-Mart and Sold Sears
- Ravi Nagarajan submits: Over the past decade, there has been a significant divergence between Wal-Mart WMT Stores’ experience from a business perspective and the returns experienced by the company’s shareholders. In April, I wrote an article outlining Wal-Mart’s track record over the past ten years and the risks of...
- External links 2009-06-02
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