How Much of Amazon’s Revenue is From eCommerce?

Charlie Munger is famous for saying, “show me the incentive and I’ll show you the outcome.”For Amazon the narrative around incentives and where they derive profits has never been consistent.  Many people will tell you they hardly make a profit at all to avoid taxes, others will say all their…

Continue Reading How Much of Amazon’s Revenue is From eCommerce?

 Why Should Amazon Sellers Care About Grocery?

Over the last 5 months I’ve written about only two industries that Amazon isn’t currently the clear winner in; home furniture and groceries.It turns out that during COVID people really like the idea of curbside pickup and ordering their groceries online.  Given Walmart’s 4700 US based stores it makes sense…

Continue Reading  Why Should Amazon Sellers Care About Grocery?

7 Surprising Facts From The Current State of The Amazon Marketplace

Last May Feedvisor put out their annual state of the Amazon marketplace report and while a lot has happened in the world of e-commerce since then, there are still some interesting takeaways.  Opportunity in pricing. Only 36% of sellers are using automatic repricing software but 90% of those sellers reported…

Continue Reading 7 Surprising Facts From The Current State of The Amazon Marketplace

Will Walmart Catch Amazon in E-Commerce?

If you’ve been following our blog you’re already familiar with this storyline...  Walmart, constantly trying to reinvent themselves to compete for part of Amazon’s massive 38.7% share of all US retail e-commerce. This is no small challenge, Amazon has almost 9m vendors compared to Walmart’s 50,000.  Not to mention the…

Continue Reading Will Walmart Catch Amazon in E-Commerce?

Why is Amazon Setting up Fulfillment Centers in Shopping Malls?

In July we wrote about the challenges luxury brands were facing and whether their move to Amazon was justified.  Less than a month later and the retail challenges continue to spread, this time to retail anchored shopping centers. The COVID-19 spurred retail apocalypse has already seen 32 noteworthy bankruptcy filings…

Continue Reading Why is Amazon Setting up Fulfillment Centers in Shopping Malls?

One Sentence Persuasion Course From Jeff Bezos’ Letter To The Judiciary Committee

In 2005 Blair Warren wrote a book called “The One Sentence Persuasion Course”.Fair warning, this is not our typical update on retail trends and e-commerce. This past week has offered the rare opportunity of a second written document from Jeff Bezos in a calendar year and I wanted to take…

Continue Reading One Sentence Persuasion Course From Jeff Bezos’ Letter To The Judiciary Committee

Adage 2020 Fact Pack – 3 Surprising Takeaways

Earlier this month the AdAge 2020 Fact Pack was published with data on the 200 leading advertisers in the United States, and while your ad budget might not be in the billions there are still valuable insights. Adage 2020 Fact Pack Takeaway 1 - Amazon is the biggest advertiser in…

Continue Reading Adage 2020 Fact Pack – 3 Surprising Takeaways

Is It Absurd That Amazon Could Be Worth $3T by 2025?

Today the headlines read Jeff Bezos’ net worth jumps $13B in a single day.  Last week we looked at how big online retail is getting given the accelerated digital adoption because of Coronavirus.  I made the argument that DOUBLING the amount of US retail sales done through e-commerce is not…

Continue Reading Is It Absurd That Amazon Could Be Worth $3T by 2025?

How Big Can Online Retail Get?

In Q2 US GDP dropped an estimated 35.5% (for context in 1932 GDP contracted “only” 12.9%) ...meanwhile online retail stocks continue to soar higher. Of course, Amazon has other business units that contribute to revenue growth (AWS, Ads) but it makes you wonder, is it even possible for these companies…

Continue Reading How Big Can Online Retail Get?

Are High-End Fashion Brands on Amazon Unjustified?

Back in April on the blog, I mentioned that even brands like Birkenstock, who had publicly denounced Amazon over counterfeit disputes, were revisiting a return to the platform. Of course, this was to address the shift in consumer attention and their exposure to bricks and mortar retail. Given some of…

Continue Reading Are High-End Fashion Brands on Amazon Unjustified?