Blue Nile, Inc.NASDAQ
Blue Nile: Attractive Risk Reward Trade-Off At Current Share Price
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Resilient Wealth Creation
The Bear Case For Blue Nile
Mon, Nov. 7, 12:44 PM
Mon, Nov. 7, 9:17 AM
Mon, Nov. 7, 8:05 AM| Mon, Nov. 7, 8:05 AM
Mon, Nov. 7, 7:45 AM
- Blue Nile (NASDAQ:NILE) announces that it accepted a buyout offer from Bain Capital Private Equity and Bow Street LLC at $40.75 per share.
- “This is an opportunity to acquire a true disruptor in a fundamentally attractive and growing segment of the diamond industry,” says Bain director Ryan Cotton.
- Blue Nile’s board unanimously approved the deal.
- Blue Nile closed at $30.44 on Friday.
- Source: Press Release
Mon, Nov. 7, 7:41 AM
Sun, Nov. 6, 5:30 PM| Sun, Nov. 6, 5:30 PM | 5 Comments
Thu, Oct. 27, 9:47 AM
- There's some mind-blowing numbers out on e-commerce as part of the 2016 Adobe holiday season forecast.
- E-commerce sales are expected to increase 11% this year to $91.6B. Though the pace is slower than what was seen in some recent years, it still triples the overall growth rate in retail.
- Cyber Monday is set to be the largest online shopping day of all time, with $3.36B in sales anticipated.
- Large retailers are seen outpacing smaller retailers by a wide margin, 17% growth vs. 7% growth. That means more market share for Amazon (NASDAQ:AMZN), Wal-Mart (NYSE:WMT), Target (NYSE:TGT), Best (NYSE:BBY) and Staples (NASDAQ:SPLS) in comparison to chains which already have a harder time leveraging their shipping costs.
- Adobe says hot gifts this year will include virtual reality devices, Pokemon, Barbie, Lego, Hot Wheels and Frozen toys.
- A stretching out of the holiday season from early October until past Christmas could help FedEx (NYSE:FDX) and UPS (NYSE:UPS) manage the logistics more efficiently.
- Related stocks: SNE, HAS, MAT, NILE, EBAY, DIS.
- Related ETFs: IBUY, XRT.
- Full Adobe report
Sat, Oct. 15, 11:43 AM
- E-commerce sales during the holiday season are forecast to increase 17.2% this year to $94.71B, which represents a record 10.2% of all retail sales for the period.
- The +17% growth also represents the fastest pace for holiday e-commerce sales since 2011.
- Impressively, Amazon is expected to grow its holiday e-commerce market share above the 25% it took down last year.
- Outside of Amazon, investors can bet on online retail broadly through the Amplify Online Retail ETF (NASDAQ:IBUY). IBUY aims to match the price and yield performance of the EQM Online Retail Index.
- The IBUY is up 8% since launching in April, compared to a 5% drop for the S&P Retail ETF (NYSEARCA:XRT).
- The top ten holdings of the Amplify Online Retail ETF are Etsy (NASDAQ:ETSY), Grubhub (NYSE:GRUB), Blue Nile (NASDAQ:NILE), eBAY (NASDAQ:EBAY), RetailMeNot (NASDAQ:SALE), Copart (NASDAQ:CPRT), 1-800-Flowers.com (NASDAQ:FLWS), Amazon (NASDAQ:AMZN), Stamps.com (NASDAQ:STMP), and NutriSystem (NASDAQ:NTRI).
- This year's e-commerce boom will also be a net positive for shippers FedEx (NYSE:FDX) and UPS (NYSE:UPS), despite the increasing logistical challenges amid a higher mix of large packages. There's also Wal-Mart (NYSE:WMT) to consider after the company made a dramatic commitment to invest more in e-commerce during an investor meeting a few weeks ago.
- Previously: Winners and losers from the retail sales report (Oct. 14)
Tue, Aug. 9, 10:08 AM
- Lower jewelry prices impacted results at Blue Nile (NILE -1.3%) during Q2.
- Average selling prices were lower across different price points in the U.S., according to execs.
- U.S. engagement ring sales fell 4.4% Y/Y to $62.6M during the quarter.
- Blue Nile expects Q3 revenue of $107-$111M vs. $109M consensus and Q3 EPS of $0.11-$0.14 vs. $0.15 consensus.
- Previously: Blue Nile misses by $0.03, misses on revenue (Aug. 8)
Mon, Aug. 8, 4:27 PM
Sun, Aug. 7, 5:35 PM
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Sat, May 14, 11:01 AM
- The retail sector stays in focus next week with Target (NYSE:TGT), Wal-Mart (NYSE:WMT), TJX Companies (NYSE:TJX), and Ross Stores (NASDAQ:ROST) all due to report on Q1 earnings to follow on a week of dismal reports and guidance from the department store sector (Nordstrom, L Brands, Macy's, Kohl's). Home improvement chains Home Depot (NYSE:HD) and Lowe's (NYSE:LOW) are also due to spill numbers.
- The story from the Commerce Department's April read of retail sales (+3.0% Y/Y, +1.3% M/M) is one of a consumer spending on housing, entertainment, and personal care/fitness over apparel and general merchandise. The 10% Y/Y gain in the nonstore retailer category also tipped that the Amazon (NASDAQ:AMZN) Effect is magnifying.
- Amplify ETFs CEO Christian Magoon tells Seeking Alpha that the traditional retail model appears to be broken. Amplify's Online Retail ETF (NASDAQ:IBUY) is a bet on companies such as Netflix (NASDAQ:NFLX), GrubHub (NYSE:GRUB), Blue Nile (NASDAQ:NILE), and Shopify (NYSE:SHOP) that are reeling in millennial dollars.
- Magoon on retail: "Traditional retailers face the headwinds of higher cost structures including the very real threat of increasing wages in the form of the $15 minimum wage campaign. Less flexible with inventory management, they also are more vulnerable to issues like weather and changing consumer preferences."
- Retail ETFs: XLP, XLY, VDC, XRT, VCR, RTH, RETL, FXG, PBJ, IYK, FXD, IYC, RHS, FDIS, PEJ, FSTA, PSL, SCC, RCD, UCC, PEZ, PMR, PSCC, UGE, PSCD, SZK, BITE.
- Apparel stocks: KATE, ANN, LULU, PVH, VNCE, CRI, UA, HBI, VFC, COLM, GIL, SQBG, JCP, KSS, DDS, M, JWN, ARO, AEO, ANF, WTSL, TLYS, CACH, ZUMZ, PSUN, EXPR, BKE, GIII, SQBG, HBI, VRA, ICON, SHOO, PERY, DXLG, BONT, GES, URBN, RL,GIL, NKE, OXM, HBI, VNCE, PERY, ICON, FL.
Thu, May 5, 7:34 AM
- Blue Nile (NASDAQ:NILE): Q1 EPS of $0.09 in-line.
- Revenue of $103.06M (-3.2% Y/Y) misses by $0.31M.
Wed, May 4, 5:30 PM
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Tue, May 3, 12:02 PM
- Blue Nile (NILE -0.7%) says it will no longer ship to customers located in South Dakota due to a new state rule that requires online retailers to collect a sales tax in the state even if they don't have a physical presence.
- The company says the South Dakota law is unconstitutional.
- No estimates were released by Blue Nile on what the impact on sales would be with South Dakota out of the mix.
Thu, Mar. 17, 7:28 AM
- Blue Nile (NASDAQ:NILE) will open its third physical store with a new location near Washington D.C. The store will be the first for the company outside of New York City.
- The new "Webroom" as Blue Nile calls its brick-and-mortar outlets is in Fairfax County, Virginia.
- Shares of Blue Nile are down 32% YTD as engagement sales have disappointed.