At first glance, it might seem like a preposterous question: Has Amazon hit a wall? Even after what most considered a disappointing quarterly earnings report, Amazon's growth and competitive position are the envy of just about every retailer on the planet. But three worrisome trends were revealed in their earnings release. First, Amazon Web Services (historically … Continue reading Has Amazon hit a wall?
While Amazon is often falsely blamed for all of retail's woes, the "Amazon Effect" is both profound and well-documented. While the company's overall market share is relatively low (under 5%), Amazon now accounts for nearly half of all e-commerce sales and its pricing and supply chain supremacy continues to put margin pressure across many categories of retail. … Continue reading Going private: Here comes Amazon’s next big wave of disruption and dismantling
Since I anticipate being labeled a Luddite, a Socialist and a hypocrite by some, let me acknowledge that I firmly believe that Amazon has done a lot of good for consumers by expanding choice, making shopping far more convenient and by delivering extraordinary product value. I recognize that many retailers were long overdue for a swift … Continue reading Assessing The Damage Of ‘The Amazon Effect’