Well, there’s a third possibility, that being “they both win.”

In fact, that’s what Goldman seems to be counting on. My first thought was to go long WMT and short AMZN, but Goldman has a price target of 1250 on Amazon, so they are obviously not counting on Amazon to fold anytime soon.

What Goldman is saying, essentially, that Amazon will continue to take market share from weaker brick and mortar competitors (Amazon, when it’s all said and done, is creating “ruins” as much as Wal-Mart does/did, if not worse) and grow, but WMT will hold serve against them, and continue to grow their ecommerce sector at a rapid rate.

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Data Driven Econophile. Muslim, USA born. Been “woke” 2x: 1st, when I realized the world isn’t fair; 2nd, when I realized the “woke” people are full of shit.

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