Why UPS Need Not Fear Amazon

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06-19-2017 | 03:36 AM

#11

J Dawg

Gets Weekends Off

Joined: Jan 2007

Posts: 295

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Quote:

Originally Posted by G550Guy

Equivalent of saying.... "my son just took his first golf lesson, can't wait to see him put on the Green jacket when he wins the Masters".

Or better yet, an online book club buying their first $13 billion dollar grocery store. How ridiculous would that be? Oh wait...

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.

06-19-2017 | 07:54 AM

#12

METO Guido

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Joined: Apr 2011

Posts: 3,517

Likes: 143

Quote:

Originally Posted by J Dawg

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.

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.