Totally agree! WES' market cap fell $1.5 billion today: if related to WOW's announcement (vs ex-dividend change), it strikes me as a SILLY OVERREACTION!
> As noted, WOW plans for their first store to open in 2011. WHAT'S THE NPV IMPACT TODAY OF 2011 EBIT BUNNINGS M-I-G-H-T LOSE TO A NEW ENTRANT?
> Danks WHOLESALES to lots of small retailers (a la MITRE 10), but doesn't own that many (it is, however, a company, not a co-op)
> Do you think BUNNINGS ever assumed they would never have a real competitor? (There once was Hardwarehouse, but WES was smart enough to acquire it!)
Lowe's certainly brings some expertise, but it's a well-known fact that Bunnings absorbed a lot from Home Depot (without their active cooperation!)
Totally agree! WES' market cap fell $1.5 billion today: if...
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