Amazing Amazon

hanera · October 17, 2018, 2:06pm

So AMZN wants to give the impression that it has plenty of growth potential, sneaky Jeff.

Only 2x? Should be 20x That is to say, near saturation (or is it near full penetration?)

marcus335 · October 17, 2018, 8:00pm

FBA is over 50% of unit volume.

manch · October 17, 2018, 8:13pm

I didn’t know amazon broke out the unit volume. My guess is about right. Going forward I expect the 3rd party share continues to go up simply because it earns such fat margins.

It’s a shame the tech press didn’t pay much attention to FBA. There’s simply no other player at that scale. Walmart has 3rd party sellers but no fulfillment service. It’s insanely hard and capital intensive to build out that infrastructure.

marcus335 · October 17, 2018, 8:35pm

Yup, and the savings in last-mile delivery cost is significant.

caiguycaiguy · October 19, 2018, 3:18pm

Amazon Wants India to Shop Online, and It’s Battling Walmart for Supremacy

The prize is 1.3 billion customers.

https://www.bloomberg.com/news/features/2018-10-18/amazon-battles-walmart-in-indian-e-commerce-market-it-created?srnd=premium

sfdragonboy · October 23, 2018, 3:48pm

What, so fast??? I thought the homeless was going to crap up this idea???

dioworld · October 23, 2018, 3:49pm

homeless in US is not that smart, give them some time eventually they’ll figure it out. or next time you see one you can start educating them.

caiguycaiguy · October 23, 2018, 4:02pm

sfdragonboy · October 23, 2018, 4:05pm

Come on, isn’t the Costco pay back card like the ultimate best in this regard? Shoot, I think I am up to like 500 bucks coming back to me already and I still got months to go…

marcus335 · October 23, 2018, 4:38pm

I’m a fan of the Amazon Go stores. It’s such a hassle free experience with much higher quality stuff than a normal convenience store. I could see it becoming the standard in dense cities.

sfdragonboy · October 23, 2018, 4:45pm

There goes the Retail Clerks/Cashiers unions…

marcus335 · October 23, 2018, 4:48pm

Let’s be honest. You can’t afford to live in SF on those wages anyway.

caiguycaiguy · October 25, 2018, 6:37pm

Jil · October 25, 2018, 7:27pm

Both GOOGL and AMZN today results. Stocks are suppose to skyrocket tomorrow based on their results. waiting eagerly !

Elt1 · October 25, 2018, 8:56pm

Didn’t end well

wuqijun · October 25, 2018, 9:34pm

Amzn Bombed. Anyone buying?

Signed,

@manch

Jil · October 25, 2018, 9:35pm

Both companies produced good profit margin, but 1 BLN revenue less from expected. Market brings down billions tomorrow.

I may buy some AMZN, GOOGL, NFLX (if less than 300) tomorrow.

caiguycaiguy · October 25, 2018, 11:16pm

Watch out google and Facebook

hanera · October 26, 2018, 12:27am

Place GTC buys for AMZN and GOOG at various price points. None for NFLX.

Jil · October 26, 2018, 1:48am

There is a change in strategy. I read the results, GOOGL is fine to buy as their results are far better. When it dips further, I will add some more.

AMZN has recently increased $15 wages, that was not in Q3, but will reflect in Q4.
Similarly, USPS price increases was not in Q3, but will affect Q4.
Tariff impacts affect AMZN, not in Q3 but in Q4 (10%) and Q1 (25%).

Analysts expect these additional expenses, while revenue forecast is less, eating the profit margin.

I will not add AMZN, but will add some NFLX.