Why UPS Need Not Fear Amazon
#11
https://www.nytimes.com/2017/06/17/t...azon.html?_r=0
Denial isn't a River. But the Amazon is and its machine keeps flowing and growing, despite the Bezos jokes from those that don't grasp the big picture.
#12
Gets Weekends Off
Joined APC: Apr 2011
Posts: 1,480
On a strictly retailer v. retailer basis, AMZN's income margins are roughly Costco & Walmart equivalent. 700m on sales of 35b for AMZN and 3b on sales of 115b for WMT last qtr. If I understand the reporting correctly, AWS (cloud & hosting business) brought most of the luster to their net with nearly 900m over the same period. I agree, Denial is not a river. It's a form of blindness. Like most of my neighbors, I shop Amazon occasionally. My daughter seems to order things daily. So a great service, all-round. What's not to like? Three things honestly: 1. Everyone's already in. 2. Can't miss, no ceiling market sentiment. 3. From 99'-09' you were underwater on AMZN after its 1st bubble burped. Any surprise if it moves yet higher? No. Probably why I shop at ALDI instead of Whole Paycheck.
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