Holy Skype! Have you seen this? RadioShack rules!
Actually, the Morningstar analyst does not believe RadioShack rules. He thinks that Best Buy, Amazon, and Circuit City will eat their lunch, not to mention the tech innovators who direct sell. The analyst thinks that RadioShack's "moat" is in selling batteries and accessories. (I think he means those things in the back of the store.) He points out that as a percentage of revenue, those categories have been declining.
What do you think? Is there a shopper who doesn't want to deal with a big box store and with the internet, and whose main exposure to technology is walking into a RadioShack while his wife is doing the mall thing. Macon says that he has not seen too many customers in the RadioShacks of the malls he has been in recently. Is this a business model that will work?