2016年1月1日

美股零售業5家公司

Investopedia 推薦這五家, 看看經營績效如何

1 Amazon.com, Inc. (NASDAQ: AMZN)

背景:

Amazon.com, Inc. (Amazon.com), incorporated on May 28, 1996, is an e-commerce company. 

The Company offers a range of products and services through its Websites. 

The Company’s products, offered through consumer-facing Websites, include merchandise and content that the Company purchases for resale from vendors and those offered by third-party sellers. 
The Company offers its own products as well as third-party products across various categories, through its retail Websites and through its mobile Websites and applications. It also manufactures and sells electronic devices, including Kindle e-readers, Fire tablets, Fire TVs, Echo and Fire phones.

The Company offers programs that enable sellers to sell their products and fulfill orders through the Company’s Websites and the sellers’ own Websites. It serves developers and enterprises of various sizes through Amazon Web Services (AWS), which offers a set of global compute, storage, database, analytics, applications and deployment services. It serves authors and independent publishers with Kindle Direct Publishing, which is an online platform that lets independent authors and publishers choose a 70% royalty option and make their books available in the Kindle Store, along with Amazon’s own publishing arm, Amazon Publishing. It also offers programs that allow authors, musicians, filmmakers, application developers and others to publish and market content.

Amazon.com operates in two segments: North America and International

The North America segment of the Company focuses on retail sales earned through North America-focused Websites. 

The International segment focuses on the Company’s operations done through its international Websites. 

The Company’s retail Websites include www.amazon.com, www.amazon.co.uk, www.amazon.de, www.amazon.co.jp, www.amazon.fr, www.amazon.ca, www.amazon.cn, www.amazon.it, www.amazon.es, www.amazon.com.br and www.amazon.mx. 

The Company through its Websites offers products under various categories, including instant videos, digital music, Appstore for Android, Amazon Cloud Drive, Kindle E-readers and books, FIRE tablets, FIRE TV, FIRE phone, books and audible, movies, music and games, electronics and computers, home, garden and tools, beauty, health and grocery, toys, kids and baby, clothing, shoes and jewelry, sports and outdoors, automotive and industrial, and credit and payment products.

North America

The North America segment of the Company is engaged in the retail sale of consumer products, including from sellers.Amazon.com also offers digital content subscriptions through North America-focused Websites, such as www.amazon.com and www.amazon.ca. The segment also includes the operations of AWS. The North America segment includes export sales from www.amazon.com and www.amazon.ca.
International
The International segment of the Company is engaged in the retail sale of consumer products and digital content subscriptions through internationally focused Websites. The International segment includes export sales from these internationally based Websites (including export sales from these sites to customers in the United States and Canada).

獲利能力:

Gross Margin 32.42%
EBITD Margin (TTM) 7.58 %
EBITD - 5 Yr. Avg 5.18 %
Operating Margin (TTM) 1.71 %
Net Profit Margin (TTM) 0.35 %

毛利有3成,但營利率只有1.7%,淨利只有0.35%, 營業額很大, 管銷成本也很大,獲利的方式很血汗,但也創造很多工作機會. 

2014 
營收:1429328 mill. usd$
EPS: 0.423

2015營收到9月 25358 mill 超越2014, 9月的20579 mill,, 並轉虧為盈


2 Express, Inc. (NYSE: EXPR)

Express, Inc., incorporated on June 10, 2008, is a specialty apparel and accessories retailer offering both women's and men's merchandise, targeting the 20 to 30 year old customer. (成衣)

The Company offers an assortment of fashionable apparel and accessories to address fashion needs across multiple aspects of lifestyles, including work, casual, jeans wear and going-out occasions. (時裝) 

The Company operates one segment, which includes the operation of its brick-and-mortar retail and outlet stores, e-commerce operations and franchise operations. (實體, 網路,授權)

The Company sells its products through its e-commerce Website, www.express.com, and has franchise agreements with franchisees that operate Express locations in Latin America, the Middle East and South Africa.

(網路銷售, 拉丁,中東,南非用授權方式 )

As of January 31, 2015, the Company operated 641 stores across the United States, in Canada and in Puerto Rico, including 41 factory outlet stores. 
(641家分店,41個 outlet 店)

The Company designs its product assortment in its New York City design studio based on review and consideration of fashion trends, styles, fabrics, colors, fits and prices. 

The Company's products are created by its in-house design team. 

The Company has developed a portfolio of products that have brand value, including the Editor pant and 1MX shirt. 

The Company designs its products and displays them in its stores and online in a coordinated manner that allows its customers to purchase multi-item outfits as opposed to individual items. 

The Company develops four seasonal collections per year and then subdivides them so that new products are introduced more frequently in its stores, providing on-going freshness to the existing merchandise assortment.

The Company has approximately 285 manufacturing facilities located in approximately 20 countries throughout the world, primarily in Asia and South and Central America. 

The Company has a tender-agnostic customer loyalty program, Express NEXT, which offers customers the opportunity to earn rewards in conjunction with purchases of Express product and other engagement with the Express brand. The Company also offers a private-label credit card through an agreement with World Financial Network National Bank (WFNNB), under which WFNNB owns the credit card accounts, and Alliance Data Systems Corporation provides services to its private-label credit card customers.

獲利能力:

Gross Margin (TTM) 33.10%
EBITD Margin (TTM) 11.49%
Operating Margin (TTM) 8.26 %
Net Profit Margin (TTM) 4.42 %

管理能力不錯

Return on Assets (TTM) 8.26 %
Return on Investment (TTM) 11.34 %
Return on Equity (TTM) 18.28 %

償債能力: 沒有負債


3 TJX Companies, Inc. (NYSE: TJX) 

背景:

跨國集團, 很多國家皆有上市

Company Symbol Exchange
NYSE MKT OTFC TJX.A AMERICAN STOCK EXCHANGE
TJX COMPANIES INC TJX.N NEW YORK STOCK EXCHANGE
TJX COMPANIES INC TJX.BE BERLIN STOCK EXCHANGE
TJX COMPANIES INC TJX.D DUSSELDORF STOCK EXCHANGE
TJX COMPANIES INC TJX.DF NASD ALTERNATIVE DISPLAY FACILITY FOR NYSE/AMEX ISSUES
TJX COMPANIES INC TJX.F FRANKFURT STOCK EXCHANGE
TJX COMPANIES INC TJX.MU MUNICH STOCK EXCHANGE
TJX COMPANIES INC TJX.MW MIDWEST STOCK EXCHANGE
TJX COMPANIES INC TJX.MX MEXICO STOCK EXCHANGE
TJX COMPANIES INC TJX.P NYSE ARCA
TJX COMPANIES INC TJX.PH PHILADELPHIA STOCK EXCHANGE
TJX COMPANIES INC TJX.Z BATS STOCK EXCHANGE
TJX COMPANIES INC TJX NEW YORK CONSOLIDATED
TJX COMPANIES INC TJXEUR.STP STOCKHOLM STOCK EXCHANGE
TJX COMPANIES INC TJXUSD.STP STOCKHOLM STOCK EXCHANGE

共15家 上市公司

管理能力不錯
Return on Assets (TTM) 8.26% 
Return on Investment (TTM) 11.34% 
Return on Equity (TTM) 18.28 %

4 Ulta Salon, Cosmetics & Fragrance, Inc. (NASDAQ: ULTA)

沙龍集團(剪頭髮), 全球10家上市公司

Company Symbol Exchange
ULTA SALON COSMETICS AND FRAGRANCE INC ULTA.O NASDAQ
ULTRACAB (INDIA) LTD ULTA.BO BOMBAY STOCK EXCHANGE
ULTA SALON COSMETICS AND FRAGRANCE INC ULTA.OQ NASDAQ STOCK EXCHANGE GLOBAL SELECT MARKET
ULTA SALON COSMETICS AND FRAGRANCE INC ULTA.BE BERLIN STOCK EXCHANGE
ULTA SALON COSMETICS AND FRAGRANCE INC ULTA.DF NASD ADF
ULTA SALON COSMETICS AND FRAGRANCE INC ULTA.F FRANKFURT STOCK EXCHANGE
ULTA SALON COSMETICS AND FRAGRANCE INC ULTA.MU MUNICH STOCK EXCHANGE
ULTA SALON COSMETICS AND FRAGRANCE INC ULTA.MW MIDWEST STOCK EXCHANGE
ULTA SALON COSMETICS AND FRAGRANCE INC ULTA.P NYSE ARCA
ULTA SALON COSMETICS AND FRAGRANCE INC ULTA.PH PHILADELPHIA STOCK EXCHANGE

背景:

Ulta Salon, Cosmetics & Fragrance, Inc. (Ulta), incorporated on January 9, 1990, is a beauty retailer. The Company provides salon products and salon services in the United States. The Company offers a combination of more than 20,000 prestige and mass beauty products

The Company's store is approximately 10,000 square feet. As of January 31, 2015, the Company operated 774 stores in 47 states
(774 家分店)

As of January 31, 2015, the Company operated three distribution facilities located in Romeoville, Illinois; Phoenix, Arizona, and Chambersburg, Pennsylvania. The Romeoville warehouse contains approximately 317,000 square feet, including an overflow facility. The Phoenix warehouse contains approximately 437,000 square feet. The Chambersburg warehouse contains approximately 373,000 square feet.

The Company operates full-service salons in all of its stores. The entire salon area is approximately 950 square feet with a concierge desk, skin treatment room or dedicated skin treatment area, semi-private shampoo and hair color processing area. Each salon is a full-service salon offering haircuts, hair coloring and texturizing. The salons also provide facials and waxing. 

The Company's e-commerce business, Ulta.com provides access to approximately 19,000 beauty products
The Company offers products in the categories, including cosmetics, which includes products for the face, eyes, cheeks, lips and nails; haircare, which includes shampoos, conditioners, styling products and hair accessories; salon styling tools, which includes hair dryers, curling irons and flat irons; skincare and bath and body, which includes products for the face, hands and body; fragrance; nail polish and nail care products; men's skincare, haircare and fragrance products; private label, consisting of Ulta branded cosmetics, skincare, bath and body products and haircare, and other health and beauty products.

(美妝行業品項很多)

市值: Market Cap(Mil.): $11,784.39 ( USD$117億)

P/E (TTM): 39.80
EPS (TTM): 4.65  

ROI: 17.96%
ROE: 23.39%

5 Costco Wholesale Corporation (NASDAQ: COST)  

全球40家上市

Company Symbol Exchange
COSTCO WHOLESALE CORP COST.O NASDAQ
COSTCO WHOLESALE CORP COST.OQ NASDAQ STOCK EXCHANGE GLOBAL SELECT MARKET
COSTAIN WEST AFRICA PLC COSTAIN.LG LAGOS STOCK EXCHANGE
COSTAMARE INC CMRE.N NEW YORK STOCK EXCHANGE
COSTAR GROUP INC CSGP.O NASDAQ
COSTAIN GROUP PLC COSG.L LONDON STOCK EXCHANGE
COSTAR GROUP INC CSGP.OQ NASDAQ STOCK EXCHANGE GLOBAL SELECT MARKET
COSTAS INC CSSI.PK OTC MARKETS GROUP
COSTAR TECHNOLOGIES INC CSTI.PK OTC MARKETS GROUP
(COLONY) SARHAD TEXTILE MILLS LTD CLNS.KA KARACHI STOCK EXCHANGE
COSTCO WHOLESALE CORP COST.BA BUENOS AIRES STOCK EXCHANGE
COSTCO WHOLESALE CORP COST.BE BERLIN STOCK EXCHANGE
COSTCO WHOLESALE CORP COST.BN BERNE STOCK EXCHANGE
COSTCO WHOLESALE CORP COST.D DUSSELDORF STOCK EXCHANGE
COSTCO WHOLESALE CORP COST.DF NASD ADF
COSTCO WHOLESALE CORP COST.F FRANKFURT STOCK EXCHANGE
COSTCO WHOLESALE CORP COST.H HAMBURG STOCK EXCHANGE
COSTCO WHOLESALE CORP COST.MU MUNICH STOCK EXCHANGE
COSTCO WHOLESALE CORP COST.MW MIDWEST STOCK EXCHANGE
COSTCO WHOLESALE CORP COST.MX MEXICO STOCK EXCHANGE
COSTCO WHOLESALE CORP COST.P NYSE ARCA
COSTCO WHOLESALE CORP COST.PH PHILADELPHIA STOCK EXCHANGE
COSTCO WHOLESALE CORP COSTC.BA BUENOS AIRES STOCK EXCHANGE
COSTCO WHOLESALE CORP COSTD.BA BUENOS AIRES STOCK EXCHANGE
COSTCO WHOLESALE CORP COSTEUR.STP STOCKHOLM STOCK EXCHANGE
COSTAMARE INC CMRE.BE BERLIN STOCK EXCHANGE
COSTAMARE INC CMRE.DF NASD ALTERNATIVE DISPLAY FACILITY FOR NYSE/AMEX ISSUES
COSTAMARE INC CMRE.F FRANKFURT STOCK EXCHANGE
COSTAMARE INC CMRE.K NEW YORK CONSOLIDATED
COSTAMARE INC CMRE.MW MIDWEST STOCK EXCHANGE
COSTAMARE INC CMRE.P NYSE ARCA
COSTAMARE INC CMRE.PH PHILADELPHIA STOCK EXCHANGE
COSTAMARE INC CMRE.Z BATS STOCK EXCHANGE
COSTAMARE INC CMRE_PB.K NEW YORK CONSOLIDATED
COSTAR GROUP INC CSGP.DF NASD ADF
COSTAR GROUP INC CSGP.MU MUNICH STOCK EXCHANGE
COSTAR GROUP INC CSGP.MW MIDWEST STOCK EXCHANGE
COSTAR GROUP INC CSGP.P NYSE ARCA
COSTAR GROUP INC CSGP.PH PHILADELPHIA STOCK EXCHANGE
COSTAIN GROUP PLC CSGQF.PK OTC MARKETS GROUP - US OTHER OTC AND GREY MARKET

背景:

Costco Wholesale Corporation (Costco), incorporated on May 12, 1987, is engaged in the operation of membership warehouses in the United States (U.S.) and Puerto Rico, Canada, United Kingdom (U.K.), Mexico, Japan, Australia, Spain, and through majority-owned subsidiaries in Taiwan and Korea. As of August 31, 2014, the Company operated 663 membership warehouses. The Company’s average warehouse is approximately 144,000 square feet. The Company’s warehouses generally operate on a seven-day, 69-hour week. The Company’s product categories include Food, Sundries, Hardlines, Fresh Food, Softlines, Ancillary and Other.

The Company’s online business provides products, which include services, such as photo processing, pharmacy, travel, business delivery, and membership services. Net sales for online business were approximately 3% of consolidated net sales.

The Company competes with Wal-Mart’s Sam’s Club, BJ’s Wholesale Club, Target, Kohl’s Amazon.com, Lowe’s, Home Depot, Office Depot, PetSmart, Staples, Kroger, Trader Joe’s, Whole Foods, CVS, Walgreens, and Best Buy.

經營績效:
Return on Assets (TTM) 6.83 %
Return on Investment (TTM) 13.54%
Return on Equity (TTM) 20.35 %

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