Want an example of how a retailer can beat Amazon? Look no further than Tractor Supply Co. and AutoZone, says JeffReevesIP
For many busy families, Amazon.com’s same-day shipping and cheap prices are a godsend. But in the White House, the e-commerce giant is decidedly on the outs these days.
Tractor Supply Co. If you want an example of how a retailer can beat Amazon, then look no further than a recent profile of Tractor Supply Co. TSCO, -1.18% by MarketWatch’s Tonya Garcia. Sure, you can get the goods that Tractor Supply sells in many other places. But customer service and brand power matter — and particularly in rural America, where folks may share Trump’s animosity toward Amazon, conditions are perfect for a stock like this.
Etsy A newer name on the block is craft portal Etsy ETSY, +2.01%, a Brooklyn-based website that connects shoppers with individuals who are looking to sell handmade or vintage goods. Revenue is simply surging at Etsy, with predictions for more than 30% growth this fiscal year and another 20% expansion next year.
It’s that prepared-foods angle that sets Casey’s apart, with a strong baseline of sales from fuel and soft drinks but the decent margins that come with more of a restaurant business. Revenue has jumped from $7.1 billion in fiscal 2016 to $8.4 billion in fiscal 2018, with projections of growth to $10.8 billion across the next two fiscal years. That’s amazing performance for any stock, let alone a retail outlet.
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