Jeff Yastine is the Editorial Director for Banyan Hill. He published an article concerning the best potential Amazon competitors for investors. He wrote about an airplane manufacturer called Embraer in November. He explained they were acquiring valuable contracts with military and civilian organizations. In December he advised investors to look to acquisitions and mergers. Once Boeing talked about purchasing Embraer he predicted a windfall of thrity percent for the shareholders. The deal is not complete but it is favorable.
Jeff Yastine believes there will be more acquisitions and mergers in the retail sector. Companies including Walmart have attempted to compete with Amazon with shopping perks and matching services. Jeff Yastine believes more competitors will be going up against Amazon by working together. He feels eBay is a good candidate and Google would be a potential buyer. This is because Google focuses on online electronics and technology. To battle the selling power of Amazon they need an established retail arm. The fulfillment warehouses of eBay would be a good start for Google. Learn more at Seeking Alpha about Jess Yastine
The grocery chain Kroger Co. has seen a stock drop of 35 percent since the peak last year. Investors are concerned about Amazon competition since they acquired certain locations of Whole Foods. Jeff Yastine believes this fear is over exaggerated. The United States has roughly 3,000 Kroger stores. The reason Amazon and Whole Foods teamed up was to market organic foods. He also cited the cashier-free technology being incorporated by several of the Whole Foods locations.
Grainger sells numerous industrial products including storage, office duties and cleaning supplies. They encompass multiple industries and a variety of businesses. A lot of investors dropped their stock when it decreased last year and were concerned Amazon would take over. Jeff Yastine stated they have a big network of warehouses and distribution centers. These assets are perfect for any company competing against Amazon.
These three companies do not need to be fixed. Competing with Amazon would not require any renovations, major changes or real estate. All that would be required is a partnership with other companies. Jeff Yastine has been watching the performance of these companies for years. When combined their 2018 profit per share would total $15. Investors respect and listen to Jeff Yastine. The investors are aware the key to success is accurate predictions. They trust Banyan Hill Publishing because their roster is filled with both valuable advice and intuitive experts.