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Kroger, Walmart, Target, Amazon Face No Plastic Demands

|About: Amazon.com, Inc. (AMZN), KO, KR, PEP, RSG, TSN, WM, WMT, Includes: PG
Summary

Oceans are clouded with plastic packaging.

Environmentalists, consumers, entrepreneurs, politicians are alarmed.

Trader Joe's announces it will cut plastic packaging? When will supermarkets, consumer goods companies and Amazon follow?

Impact on KR, WMT, TGT, AMZN, PG, KO, PEP, TSN?

Too early to trade on this emerging fad.

The movement to reduce plastic packaging in supermarkets run by Kroger (KR), Walmart (WMT), Target (NYSE:TGT)O and Amazon (AMZN) is off to a tiny start, according to The Wall Street Journal.

But with all of the concerns about plastic plugged whales, salmon, sharks and seals dominating social media and the mainstream media, supermarkets and their suppliers face new political and market problems. Think Pepsi (PEP) and Coca-Cola (KO) plastic bottles and the stuff sold by Proctor & Gamble (PG) and  Tyson (TSN).

Entrepreneurs determined to overcome the lack of true recycling by Waste Management (WM) and Republic (RSG) are starting plastic-free stores. 

Trader Joe's, a cult convenience food store, recently announced that it will reduce plastic packaging. 

When will supermarkets and consumer goods companies, not to mention Amazon, jump on the band wagon? How will this movement affect these companies' business models and profits? And when will speculators take note and trade on what is just emerging as a fad and may become a trend?

While it is too early to trade on this emerging fad, when it becomes a trend, which seems highly likely, it could move some stocks.

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.