All 7 Amazon warehouses were close down in Montreal and Amazon Prime customers are getting 7 days delivery. As a disclosure, I will complete the sale of all my Amazon shares early next week.
as an infrequent online retailer, could this simply be that amazon is carving off non-economic delivery zones? not sure what the price they will pay in customer confusion...., but it is likely they will cut targeted ads to IP addresses in those zones.
there will be very little obvious other than longer delivery options for those already looking at a payment screen.
I live 10km from the center of an urban area in a wealthy suburban area - of a 4 million people city . Amazon just screwed by closing all warehouses due to union fear. I used to get my shipment in 24 hours or less. I cannot be in a better delivery sweet spot Than that
ok, how will amazon message this to affected locals other than ignoring it?
i personally have never 'bought' (literally) into the prime shopping moat, and always felt if people can switch their online banking in an hour, than changing retail is even easier.
If even a long time positively bias shareholder is angry about Amazon... imagine the rest of the locals.. People just switch off of Amazon here - They completely disappeared from the map IMO. I started to go back to RL stores like most of the population I think. This will all be positive for the local retailer IMO. Good riddance.
This is totally NOT true. Were do you live ? do you have boots on the ground (Canada). I will remove this particular comment unless you justify within the next hour. Have you read my post?Have you followed the warehouse closing in Canada?
Thanks James ! The key reason I started this blog is to get these healthy exchange going! I dont care who is wrong or right I just want that from publishing these posts or via comments - clarity on a business will raise.
I really like the hyperscaler business. I was a heavy user of AWS at the time - I am a cloud engineer - I bought my first large stake in amazon (10%) in 2016 when AWS operating income was disclosed. At the time AWS represented 90% of operating income if I recall. Now it is roughly 50%. I think AWS is not as entranched as it were in 2016 due to AI for the reasons i mentioned in my post. Amazon at the beginning of the year represented 25% of my portfolio.
On advertising this is 90% related to ecommerce. I view this has a tax to 3rd party sellers on amazon. So if ecommerce fall in Canada ads will follow. Ads is also related to prime but prime us related to ecommerce
Kuiper is a me too initialtives ala starlink that will probably fail. Zoox i am not aware.
As a disclosure YTD a cut my position roughly by half. Amazon still represents 12%+ of portfolio. Not sure about the rest. This type of exchange are fruitful.
I often leave ship early... I left couche tard monster apple a few years earlier than I should have when I felt there was no high growth in the tank.. but I am typically right. Since I left Apple growth is NULL but the stock still went up due to PE expansion, the same with monster, couche tard is running out of acquisition - 7 eleven will be very expansive if it happen.. I think Amazon is getting in that stage.. Growth will not be strong - margin expansion will stagnate.. I am happy to have sell shares at 235 earlier this year- will sell the rest at 210 tomorrow.
as an infrequent online retailer, could this simply be that amazon is carving off non-economic delivery zones? not sure what the price they will pay in customer confusion...., but it is likely they will cut targeted ads to IP addresses in those zones.
there will be very little obvious other than longer delivery options for those already looking at a payment screen.
I live 10km from the center of an urban area in a wealthy suburban area - of a 4 million people city . Amazon just screwed by closing all warehouses due to union fear. I used to get my shipment in 24 hours or less. I cannot be in a better delivery sweet spot Than that
ok, how will amazon message this to affected locals other than ignoring it?
i personally have never 'bought' (literally) into the prime shopping moat, and always felt if people can switch their online banking in an hour, than changing retail is even easier.
If even a long time positively bias shareholder is angry about Amazon... imagine the rest of the locals.. People just switch off of Amazon here - They completely disappeared from the map IMO. I started to go back to RL stores like most of the population I think. This will all be positive for the local retailer IMO. Good riddance.
Good move!
This is totally NOT true. Were do you live ? do you have boots on the ground (Canada). I will remove this particular comment unless you justify within the next hour. Have you read my post?Have you followed the warehouse closing in Canada?
Thanks James ! The key reason I started this blog is to get these healthy exchange going! I dont care who is wrong or right I just want that from publishing these posts or via comments - clarity on a business will raise.
I really like the hyperscaler business. I was a heavy user of AWS at the time - I am a cloud engineer - I bought my first large stake in amazon (10%) in 2016 when AWS operating income was disclosed. At the time AWS represented 90% of operating income if I recall. Now it is roughly 50%. I think AWS is not as entranched as it were in 2016 due to AI for the reasons i mentioned in my post. Amazon at the beginning of the year represented 25% of my portfolio.
On advertising this is 90% related to ecommerce. I view this has a tax to 3rd party sellers on amazon. So if ecommerce fall in Canada ads will follow. Ads is also related to prime but prime us related to ecommerce
Kuiper is a me too initialtives ala starlink that will probably fail. Zoox i am not aware.
As a disclosure YTD a cut my position roughly by half. Amazon still represents 12%+ of portfolio. Not sure about the rest. This type of exchange are fruitful.
Thanks again James
I often leave ship early... I left couche tard monster apple a few years earlier than I should have when I felt there was no high growth in the tank.. but I am typically right. Since I left Apple growth is NULL but the stock still went up due to PE expansion, the same with monster, couche tard is running out of acquisition - 7 eleven will be very expansive if it happen.. I think Amazon is getting in that stage.. Growth will not be strong - margin expansion will stagnate.. I am happy to have sell shares at 235 earlier this year- will sell the rest at 210 tomorrow.