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So, I spoke to customers, former employees, suppliers, and the common theme that came through is is that Target has lost a lot of the unique qualities that made it stand out from the retail pack. Things like neat stores, unique merchandise, and having very friendly employees. Now, a lot of them when they go to the store are finding out of stocks.They're noticing that employees are distracted by filling online orders. And then all that is on top of that, Target is dealing with the fact that it's facing stiff ...

RT nic carter (@nic__carter)here's the full quote with some filler parts left out:> Stablecoins are just a new method for making a payment. […] So stablecoins are just a new dollar token just like a poker chip that is going to trade over a new set of digital rails – typically crypto rails, Ethereum Solana, these various platforms. What is that going to do? It’s going to open up different ways of making payments. these are fast – 25/7/365 payment setups. They are just a dollar representation. They dont pay i ...

How To Never Watch The Competition, And Beat Them Every Time https://t.co/csbEHUhyIy https://t.co/csbEHUhyIy ...

Regulations are often marketed as increasing competition, but usually reduce it.Because they boost cost of doing business, which favors bigcos, which then get cozy with big government agencies, causing regulatory capture, and blocking out startups.https://t.co/JOBVSb45rnHowie Gold (@GoldenPlutonium):@balajis Wouldn’t it be great if the FTC, before promulgating regulations, ran models that wargamed the real-world effects of those proposed regulations? ...

How These French Founders Built A Warby Parker Competitor That’s Even More Affordable https://t.co/HlaX0oo4uz https://t.co/HlaX0oo4uz ...

This is the largest Legoland in the world. The theme park opened its doors in Shanghai, aiming to replicate the success of the city's Disneyland. And apart from the usual rides, there are featured attractions aimed at a Chinese audience, including an area based on Chinese mythological hero, The Monkey King, and a boat tour of iconic Chinese landmarks built out of Lego bricks.But theme parks in China is already a crowded market and no longer the novelty they once were. The competition for visitors is expecte ...

Investment Rating - The investment rating for Meituan is Overweight (OW) with a price target reduced to HK$150.00 from HK$160.00, indicating a potential upside of 26% from the current price of HK$118.60 [8][27]. Core Insights - The report anticipates a significant decline in operating profit (OP) for Meituan, estimating a 48% year-over-year decrease in 2Q25 to Rmb8 billion, with further declines expected in subsequent quarters due to intensified competition [1][2][3]. - Long-term profitability forecasts have been adjusted downward, with the food delivery gross transaction value (GTV) margin now projected at 2.4% and the unit economics (UE) at Rmb1.15, reflecting a decrease from previous estimates [5][39]. - The total revenue for 2025 is forecasted at Rmb276 billion, representing a 10% year-over-year growth, but with a significant drop in operating profit expected [4][26]. Financial Estimates - For 2Q25, CLC revenue is estimated at Rmb67 billion, a 10% increase year-over-year, while operating profit is expected to decline to Rmb8 billion [2]. - The full-year 2025 estimates include total revenues of Rmb371.6 billion and an operating profit of Rmb30 billion, down 43% year-over-year [4][26]. - Adjusted EBITDA forecasts have been cut by 43% for 2025 and 27% for 2026, reflecting the anticipated challenges in profitability [6]. Market Position and Competition - Meituan is expected to maintain its dominance in the food delivery market, although market share may decrease to over 65% from the current 70-75% due to increased competition [5][38]. - The total addressable market (TAM) for quick commerce is projected to expand, but the market is likely to be fragmented among multiple players [5][38]. Valuation Methodology - The valuation is based on a discounted cash flow (DCF) model with a weighted average cost of capital (WACC) of 12% and a terminal growth rate of 3% [27][32].

RT Marvin (@sp4rtan300)The bar for excellence has never been so low, most of your competition quits after the first sign of difficulty because they never known what hard feels like, if it’s hard for you, it’s hard for everyone, most people avoid hard things which why you can beat most people by just trying- AlexHormozi ...

How These French Founders Built A Warby Parker Competitor That’s Even More Affordable https://t.co/XOZlHUEFJM https://t.co/XOZlHUEFJM ...