You never want to let a personal bias blind you from an investment opportunity... That's exactly the problem I had with "gig economy" companies delivering food.

The 'Last Mile' Is Changing the Delivery World By Joe Austin, senior analyst, Chaikin Analytics You never want to let a personal bias blind you from an investment opportunity... That's exactly the problem I had with "gig economy" companies delivering food. As I saw it, the customer for that business had to be a certain kind of 20-something. They had to be too lazy to leave the house. And instead of going out, they'd choose to order overpriced pizza and tacos and run up the bill on their parents' credit cards. My bias came from personal experience. It happened with a family I know quite well. I just didn't see this type of business as sustainable. Either those young customers would grow up and "get a life"... or the parents would pull the plug on the wasteful spending. Either way, none of these companies would make much money. So I figured, why bother? But then, one event changed my mind... Recommended Links: Hall of Fame Analyst: 'My NEXT Big Trade Is Here' He has already delivered more 1,000% winners than anyone else in Stansberry Research's 25-year history. Now, this brilliant analyst is back with what he believes is the biggest, most ASYMMETRIC opportunity of his entire career. And it's set to unfold in just days. Click here for what could be his next 10X call. 'I Don't Like Trump... But This Could Make You Rich' Wall Street legend Whitney Tilson didn't vote for President Donald Trump, but he says Trump's boldest financial move yet could be game-changing for investors. It's directly tied to a newly signed executive order... And it could unlock trillions in U.S. wealth. See why Whitney is betting big and how you can, too. A close elderly relative took a fall. Leaving the house suddenly became a big problem for my relative. And home delivery changed the game... In the near term, it lessened the burden on family and friends to provide care. And over the longer term, home delivery could extend my relative's window of self-sufficiency and independence. As I look back, I shouldn't have focused on the food. That was the wrong approach. You see, increasingly, everything is getting delivered. It's called the "on-demand economy." Professional-services giant KPMG estimates that this market is worth about $335 billion today. And we're not going backward anytime soon. Consumers can now get just about anything delivered to their door. And in many cases, they expect delivery in less than 24 hours. Of course, doing that is the hard part... In the logistics industry, folks call it the "last mile." It's the final leg of a product's journey from producer to consumer. Competition for that last mile is fierce... Established companies like FedEx (FDX), United Parcel Service (UPS), and the U.S. Postal Service are losing out. Meanwhile, companies like Walmart (WMT) and Amazon (AMZN) are spending billions of dollars to ramp up their own networks. Even growing retailers like Tractor Supply (TSCO) are pushing into last-mile solutions... The company's average order size is larger in areas where it offers last-mile delivery. And it has found that customer satisfaction is higher in those regions as well. Here's the kicker... The company's digital sales climbed to more than $1 billion in 2024. And yet, digital orders only made up about 8% of the company's business last year. Put simply, Tractor Supply has a lot of growth potential in the coming years. As more of its customers go digital, that should also boost the company's last-mile efforts. So remember, last-mile fulfillment is about more than just "lazy" consumers... It's changing the way America does business. The companies that take advantage of this new way of doing business will win big. The ones that don't will fall behind. Good investing, Joe Austin Marc Chaikin: 'Ask Me Anything' This month, Marc Chaikin is doing something he has never done before. After a wild six months for stocks, Marc knows you may have many lingering questions. So, he'll be going on camera – NOT to discuss a specific opportunity, but instead to devote his time to answering YOUR most pressing questions. But to do that, we need to hear from YOU. If something is keeping you up at night (whether it worries or excites you), we want to hear from you. Marc will answer as many questions as possible during his "Ask Me Anything" event this month. Click here to submit your question(s). Market View Major Indexes and Notable Sectors     # Hld:     Bullish     Neutral     Bearish Dow 30 -0.51% 9 17 4 S&P 500 -0.08% 127 265 104 Nasdaq +0.34% 27 58 15 Small Caps -0.33% 501 1176 409 Bonds -0.17% Utilities +1.09% 8 23 0 — According to the Chaikin Power Bar, Small Cap stocks and Large Cap stocks have turned somewhat Bullish. Major indexes are mixed. *  *  *  * Sector Tracker Sector movement over the last 5 days Consumer Staples +3.08% Utilities +1.03% Consumer Discretionary +0.89% Real Estate +0.43% Materials +0.21% Information Technology +0.21% Communication -0.13% Industrials -0.86% Health Care -1.09% Financial -1.91% Energy -3.23% *  *  *  * Industry Focus Telecom Services 7 25 5 Over the past 6 months, the Telecom subsector (XTL) has outperformed the S&P 500 by +6.34%. Its Power Bar ratio, which measures future potential, is Strong, with more Bullish than Bearish stocks. It is currently ranked #12 of 21 subsectors. Top Stocks FFIV F5, Inc. ANET Arista Networks Inc COMM CommScope Holding Co *  *  *  * Top Movers Gainers PODD +9.47% BDX +8.86% ZBH +7.99% APA +7.75% VTRS +7.31% Losers FTNT -22.03% LLY -14.14% TPL -8.75% ABNB -8.02% CF -7.8% *  *  *  * Earnings Report Earnings Surprises WBD Warner Bros. Discovery, Inc. Q2 $0.31 Beat by $0.43 TTWO Take-Two Interactive Software, Inc. Q1 $0.65 Beat by $0.38 PODD Insulet Corporation Q2 $1.17 Beat by $0.25 NTRA Natera, Inc. Q2 $-0.74 Missed by $-0.15 SN SharkNinja, Inc. Q2 $0.97 Beat by $0.17 *  *  *  * You have received this e-mail as part of your subscription to PowerFeed. If you no longer want to receive e-mails from PowerFeed, click here. You're receiving this e-mail at STEVENMAGALLANES520.NIMS@BLOGGER.COM. For questions about your account or to speak with customer service, call +1 (877) 697-6783 (U.S.), 9 a.m. - 5 p.m. Eastern time or e-mail info@chaikinanalytics.com. Please note: The law prohibits us from giving personalized financial advice. © 2025 Chaikin Analytics, LLC. All rights reserved. Any reproduction, copying, or redistribution, in whole or in part, is prohibited without written permission from Chaikin Analytics, LLC. 201 King Of Prussia Rd., Suite 650, Radnor, PA 19087. www.chaikinanalytics.com. Any brokers mentioned constitute a partial list of available brokers and is for your information only. 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