Thread regarding Sam's Club layoffs

Is WM leaving the club business to competitors?

I do not think any of the Clubs that are vulnerable to Closure would be a surprise.

There has been consolidation going on for some time. The real test here is that there are No New Clubs opened and none planned currently. As we know it takes several years to identify sites , get the required approvals and analysis. Then the Construction or conversion of existing structures in takeovers. So easily 2- 2 1/2 yrs.. this should tell you all you need to know. No growth or plans to expand the foot print. So more Closings cannot be a shock. They will come after end of Holiday season and as we enter the fiscal year. The Company is leaving the Club business to Competitors. It is not the future. It will continue to shrink , positions and overhead will be eliminated. Eventually it will be peeled off and sold . Just following the logical process. I do not pretend to know anything more than my fellow team mates. I do however recognize the signs of a unhealthy business model. Clearly we have all the signs. All we can do is ride the wave unfortunately. Nothing we say or do will do anything but cause people unnecessary anxiety. I do not wish to do so, but do know the writing is on the wall. When you close 63 locations and continue to grind the grist from the mill, it’s not headed anywhere positive. I would say to all of my brothers and sisters wherever you are in the food chain.. prepare for rough seas!

God Bless us and best to all!

Certainly hope that @VT4hRb9-cbn is wrong about this, but it is very true that the company shows no signs of growth plans or plans of expanding the store footprint.

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| 1151 views | | 6 replies (last November 3, 2018) | Reply
Post ID: @OP+VVjzhlA

6 replies (most recent on top)

Zero growth refers to no expansion of the foot print and no new Clubs. A clear sign of trouble ahead. Right. Sizing is a doublespeak term for failing business model and that’s what Sam’s truly has become. We may agree to disagree here, but those are the facts. Comps are manipulated by other Club Closings, so they up? It’s artifical. Not real.

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Post ID: @2rre+VVjzhlA

zero growth....if you don't count sales

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Post ID: @1yhh+VVjzhlA

Frankly

Target is having its problems. Management Logistics and On Line Competition.

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Post ID: @1lzh+VVjzhlA

Just a different matter. They are looking at sub performers and continuing expansion. It is considered a healthy company when expanding retail square footage at around 10 % a year. Zero growth. Massive Closings. I’m sorry but it’s painfully obvious what is going on with the company. I wish no malice, just stating the facts as I know them to be. Sadly you are in denial . Unfortunately time will

bring into sharp relief, exactly what I have said. I am only following the bread crumbs. They are not expanding anything to do with Sam’s, the Cashierless Club in Texas is coming to a Region and Market near you. Take head out of the sand, before you get hurt. However you may surely ignore the signs at your own peril . I’m simply stating what I know regarding the Model. The rest is quite predictable. The current trend is ominous and the Company cannot hire outside talent for that reason. Not a positive outlook and the Company has a terrible reputation. Just the facts. Not a hater.

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Post ID: @1yqi+VVjzhlA

Target closed stores today, do you think Target is getting out of the Target business

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Post ID: @1tgu+VVjzhlA

Only one reason to retract and not grow, you’re exiting the business. Sam’s Club clearly is doing just that!

Do not listen to the Spin Meisters!

Stick a Fork in them , they’re done!

Just a matter of time!

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Post ID: @1bxx+VVjzhlA

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