rkbabang Posted December 20, 2019 Share Posted December 20, 2019 What's Amazon's market share? 35% or 5%? https://www.ben-evans.com/benedictevans/2019/12/amazons-market-share19 Interesting article, but I have one quibble. "That leaves ‘addressable retail’ (i.e. excluding cars, car parts, gasoline stations, restaurants and bars) of $3.6tr in 2018." I dissagree that you should exclude car parts. I've bought a lot of car parts on Amazon. Not only windsheild wipers, but also break pads and rotors, spark plugs, and other things as well. Also I think Wholefoods does compete with resaurants as a lot of its profit comes from prepared foods. I think the addressable market is larger than the number the author is using. Link to comment Share on other sites More sharing options...
Castanza Posted December 20, 2019 Share Posted December 20, 2019 What's Amazon's market share? 35% or 5%? https://www.ben-evans.com/benedictevans/2019/12/amazons-market-share19 Interesting article, but I have one quibble. "That leaves ‘addressable retail’ (i.e. excluding cars, car parts, gasoline stations, restaurants and bars) of $3.6tr in 2018." I dissagree that you should exclude car parts. I've bought a lot of car parts on Amazon. Not only windsheild wipers, but also break pads and rotors, spark plugs, and other things as well. Also I think Wholefoods does compete with resaurants as a lot of its profit comes from prepared foods. I think the addressable market is larger than the number the author is using. I know from firsthand knowledge that UPS and FedEx were hot on the trail of the aftermarket auto parts sector. The last year I worked in this segment it was one of the primary focus' for the marketing team. This market was far from being solidified (from the logistics standpoint). I'd imagine Amazon is doing similar research as well, but I can't say for sure. Small and heavy pays the bills. Many auto parts fit that description. Link to comment Share on other sites More sharing options...
Liberty Posted January 21, 2020 Share Posted January 21, 2020 Wow https://www.theguardian.com/technology/2020/jan/21/amazon-boss-jeff-bezoss-phone-hacked-by-saudi-crown-prince Link to comment Share on other sites More sharing options...
Liberty Posted January 30, 2020 Share Posted January 30, 2020 Not bad: https://ir.aboutamazon.com/static-files/f3589a21-d023-4e4c-9897-1498c60885d2 Up 11% after hours. Link to comment Share on other sites More sharing options...
Liberty Posted February 17, 2020 Share Posted February 17, 2020 Bezos just launched his $10bn Earth Fund: https://www.instagram.com/p/B8rWKFnnQ5c/ Today, I’m thrilled to announce I am launching the Bezos Earth Fund. Climate change is the biggest threat to our planet. I want to work alongside others both to amplify known ways and to explore new ways of fighting the devastating impact of climate change on this planet we all share. This global initiative will fund scientists, activists, NGOs — any effort that offers a real possibility to help preserve and protect the natural world. We can save Earth. It’s going to take collective action from big companies, small companies, nation states, global organizations, and individuals. I’m committing $10 billion to start and will begin issuing grants this summer. Earth is the one thing we all have in common — let’s protect it, together. - Jeff Link to comment Share on other sites More sharing options...
walkie518 Posted February 18, 2020 Share Posted February 18, 2020 Not bad: https://ir.aboutamazon.com/static-files/f3589a21-d023-4e4c-9897-1498c60885d2 Up 11% after hours. this is interesting in light of AMZN's Q4: https://finance.yahoo.com/news/walmart-stumbles-holiday-sales-forecast-110757393.html Link to comment Share on other sites More sharing options...
Liberty Posted March 2, 2020 Share Posted March 2, 2020 https://www.theinformation.com/articles/aws-plans-to-double-size-of-sales-team-as-microsoft-looms Amazon Web Services, faced with declining sales growth and mounting competition from Microsoft, plans to double the size of its current sales team this year, according to a person with direct knowledge and three people who have been briefed on the cloud provider’s plans. Link to comment Share on other sites More sharing options...
Liberty Posted March 6, 2020 Share Posted March 6, 2020 I sure hope they succeed: https://www.cnbc.com/2020/03/06/amazon-is-secretly-working-on-a-cure-for-the-common-cold.html Link to comment Share on other sites More sharing options...
dwy000 Posted March 6, 2020 Share Posted March 6, 2020 I sure hope they succeed: https://www.cnbc.com/2020/03/06/amazon-is-secretly-working-on-a-cure-for-the-common-cold.html I sure hope they do too!! But it also makes me wonder why Amazon is doing drug development and what they bring to the table that the multi trillion dollar pharma industry doesnt. Unless theres something unique they have that no one else is aware of, those shareholder dollars can surely be put to better use Link to comment Share on other sites More sharing options...
Jurgis Posted March 6, 2020 Share Posted March 6, 2020 I sure hope they succeed: https://www.cnbc.com/2020/03/06/amazon-is-secretly-working-on-a-cure-for-the-common-cold.html Cure for common cold (and flu... and covid): 1. Barricade in a room. 2. Order everything you need from Amazon. 3. .... 4. Profit! Link to comment Share on other sites More sharing options...
fareastwarriors Posted March 7, 2020 Share Posted March 7, 2020 Already 70 orders in 2020... 180 orders in 2019 128 - 2018 122 - 2017 Amazon might as well be a line item on my paycheck. Link to comment Share on other sites More sharing options...
Liberty Posted March 7, 2020 Share Posted March 7, 2020 I sure hope they do too!! But it also makes me wonder why Amazon is doing drug development and what they bring to the table that the multi trillion dollar pharma industry doesnt. Unless theres something unique they have that no one else is aware of, those shareholder dollars can surely be put to better use Good question. I tend to give them the benefit of the doubt. So far they haven't shown a tendency like Google to spend huge amounts on stuff that mostly doesn't go anywhere, and they have enough smart people to know if they have a differentiated approach (that maybe isn't tried elsewhere because the financial incentives don't line up for big pharma?). Link to comment Share on other sites More sharing options...
Liberty Posted March 11, 2020 Share Posted March 11, 2020 https://www.cnbc.com/2020/03/11/amazon-care-gates-foundation-may-deliver-coronavirus-tests-in-seattle.html Link to comment Share on other sites More sharing options...
Spekulatius Posted March 12, 2020 Share Posted March 12, 2020 https://www.cnbc.com/2020/03/11/amazon-care-gates-foundation-may-deliver-coronavirus-tests-in-seattle.html Seems like a good thing/collaboration. AMZN is going to be a winner out of the epidemic ordeal. Malls are getting whacked and I think for many stores that are faltering anyways, that this’ll be the death blow. More volume will move online, and AMZN wins. I also wonder if a lockdown affects the cloud services. It’s likely that the cloud keeps the lights on longer than a private data center. These crisis accelerate secular changes. Link to comment Share on other sites More sharing options...
plato1976 Posted March 12, 2020 Share Posted March 12, 2020 Amazon is a winner Good saas companies are big winners Even google saas will benefit dramatically (like google class room etc.) I also think this event has a profound impact on the digitization path in China and Alibaba will benefit immensely --- this probably not fully appreciated outside of China https://www.cnbc.com/2020/03/11/amazon-care-gates-foundation-may-deliver-coronavirus-tests-in-seattle.html Seems like a good thing/collaboration. AMZN is going to be a winner out of the epidemic ordeal. Malls are getting whacked and I think for many stores that are faltering anyways, that this’ll be the death blow. More volume will move online, and AMZN wins. I also wonder if a lockdown affects the cloud services. It’s likely that the cloud keeps the lights on longer than a private data center. These crisis accelerate secular changes. Link to comment Share on other sites More sharing options...
Liberty Posted March 16, 2020 Share Posted March 16, 2020 https://www.cnbc.com/2020/03/16/amazon-to-hire-100000-warehouse-and-delivery-workers.html Link to comment Share on other sites More sharing options...
chrispy Posted April 1, 2020 Share Posted April 1, 2020 While Amazon's share price has not decreased much, AMZN is one of the few companies who may have increased in intrinsic value. Has it and if it has, by how much? - AWS increase in use, this could become sticky - Their push to 1 day delivery forced them to improve on supply chain & delivery. Forward thinking initiatives like this have allowed AMZN to be resilient with the greater demand (people are still happy with 2-3 day deliveries during this crisis) - Move Prime accounts Link to comment Share on other sites More sharing options...
Xerxes Posted April 1, 2020 Share Posted April 1, 2020 For sure the Corona situation has a shifted consumer behaviour in more or less permanent basis. I have kept my AMZN steadfast for almost 4 years now and with everything else dropping it is turning into a portfolio anchor. Eager to see what is the impact on their cloud business Link to comment Share on other sites More sharing options...
DTEJD1997 Posted April 1, 2020 Share Posted April 1, 2020 hey all: AMZN's reputation in Detroit is going down rapidly. There have been grumblings that AMZN warehouse workers were not being given sanitizer, adequate bathroom breaks and such. Now this is a headline item in the Detroit Free Press: www.freep.com/story/news/local/michigan/wayne/2020/04/01/romulus-amazon-workers-walkout-coronavirus/5103071002/ Workers trying to organize a walkout as workers have been diagnosed with corona virus at distribution center. Link to comment Share on other sites More sharing options...
LC Posted April 1, 2020 Share Posted April 1, 2020 Similar happened at an Amazon distribution warehouse near JFK. Worker was fired, he claims for protesting, Amazon claims for ignoring stay-at-home order. Link to comment Share on other sites More sharing options...
Kaegi2011 Posted April 1, 2020 Share Posted April 1, 2020 For sure the Corona situation has a shifted consumer behaviour in more or less permanent basis. I have kept my AMZN steadfast for almost 4 years now and with everything else dropping it is turning into a portfolio anchor. Eager to see what is the impact on their cloud business I'm curious as well. It seems that they're very levered to the startup ecosystem vs. a microsoft, who is much more levered to the corporate side. In this environment it seems like MSFT is going to be much more of a winner vs. AWS. Having said that, I profess close to know real knowledge of the cloud world so if anyone has better information to share I'd certainly love to hear it. Link to comment Share on other sites More sharing options...
K2SO Posted April 3, 2020 Share Posted April 3, 2020 While Amazon's share price has not decreased much, AMZN is one of the few companies who may have increased in intrinsic value. Has it and if it has, by how much? I know we're kind of giving them a pass for the extraordinary situation we find ourselves in, but when I'm told as a Prime member that it will take 1 month to deliver an in-stock item because they are prioritizing other shipments, it's not helpful at all. If they dropped it in the mail I could have it in a week. I've actually shifted my online purchasing away from Amazon in the past 2 weeks. Link to comment Share on other sites More sharing options...
Xerxes Posted April 3, 2020 Share Posted April 3, 2020 For sure the Corona situation has a shifted consumer behaviour in more or less permanent basis. I have kept my AMZN steadfast for almost 4 years now and with everything else dropping it is turning into a portfolio anchor. Eager to see what is the impact on their cloud business I'm curious as well. It seems that they're very levered to the startup ecosystem vs. a microsoft, who is much more levered to the corporate side. In this environment it seems like MSFT is going to be much more of a winner vs. AWS. Having said that, I profess close to know real knowledge of the cloud world so if anyone has better information to share I'd certainly love to hear it. I think we just need to wait for the earning to understand the impact on all cloud vendors Link to comment Share on other sites More sharing options...
bizaro86 Posted April 4, 2020 Share Posted April 4, 2020 While Amazon's share price has not decreased much, AMZN is one of the few companies who may have increased in intrinsic value. Has it and if it has, by how much? I know we're kind of giving them a pass for the extraordinary situation we find ourselves in, but when I'm told as a Prime member that it will take 1 month to deliver an in-stock item because they are prioritizing other shipments, it's not helpful at all. If they dropped it in the mail I could have it in a week. I've actually shifted my online purchasing away from Amazon in the past 2 weeks. I agree - although they seem to be doing underpromise/overdeliver on this. I ordered a replacement light switch (we have prime) that was in stock, normally would be either 1 or 2 day delivery. They said a month because of prioritizing other items. Not in a rush and their price was good so still bought it. Had it in 2 days. Link to comment Share on other sites More sharing options...
K2SO Posted April 7, 2020 Share Posted April 7, 2020 While Amazon's share price has not decreased much, AMZN is one of the few companies who may have increased in intrinsic value. Has it and if it has, by how much? I know we're kind of giving them a pass for the extraordinary situation we find ourselves in, but when I'm told as a Prime member that it will take 1 month to deliver an in-stock item because they are prioritizing other shipments, it's not helpful at all. If they dropped it in the mail I could have it in a week. I've actually shifted my online purchasing away from Amazon in the past 2 weeks. I agree - although they seem to be doing underpromise/overdeliver on this. I ordered a replacement light switch (we have prime) that was in stock, normally would be either 1 or 2 day delivery. They said a month because of prioritizing other items. Not in a rush and their price was good so still bought it. Had it in 2 days. Not surprised, but they might want to adjust their wording, I've ended up ordering elsewhere. Link to comment Share on other sites More sharing options...
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