Search Results for: "amazon"
After writing about the 12 months post Jet.com acquisition by Walmart I have been thinking about how Walmart can win against Amazon. While researching to write the post, I kept coming back to “You cant out Amazon, Amazon” which is both telling and indicative of how I perceive how Walmart is trying to win the […]
“Google = fab search, Amazon = top-notch retail, Apple = elegant devices, Microsoft = dominant Windows, Facebook = best social networking.” Kara Swisher, on Yahoo The last few days have been busy for Amazon and in all honesty, I think the bigger implications of this week will be seen in future quarters. I have been […]
The week that ended was one that had the entire digital industry looking at a Seattle, Washington company. Amazon and its founder Jeff Bezos had quite a bit of ink, pixels devoted to them. There is such a lot to think about, it kinda lead to one post on the topic (The 10 stories post […]
Earlier today a reader contacted me with some very interesting information on a pilot that Amazon is testing currently. The contents of the communicated has been redacted to protect the identity of the source but a few things are clear to me. One – Prime is becoming more important for Amazon to combat the impact […]
I have been following the Amazon Kindle event in Los Angeles and could not help but feel that Bezos is becoming a better presenter. OK – he is no Jobs but the products unveiled today is definitely aimed Apple and Google. The Amazon value proposition is summarized brilliantly by the following image from The Verge‘s […]
Flipkart and Mynta to merge?, Google licenses Room 77 software, Alibaba will impact e-tailing in the US, Online Fashion: A Venture Scale Opportunity That Silicon Valley Does Not Understand, Amazon launches the Kindle FireTV & Amazon Dash, Homeshop18 to IPO , Amazon builds India business quietly, Fanatics announces Doug Mack as new CEO and much […]
I have been tracking a sector since middle April that has been gaining momentum. The acquisition of Fulfillment by Amazon (FBA) businesses by venture-backed companies or PE investors seems to be the 2020 fad. In 2017-2019, the B2C e-commerce sector saw direct-to-consumer e-commerce investment at scale. It has cooled down to a degree, as questions […]
Let me start off by saying that I am not an accountant nor a financial professional but I believe that there is a story that has been developing that can impede Amazon’s dominance in the US. Amazon is a hybrid marketplace in the US as it is both a retailer and allows third parties to […]
Amazon has entered Singapore in a new fashion that should put new countries on alerts. As I wrote in my newsletter last night that this is potentially a very big future indicator. By using Prime Now Amazon is leveraging local assets (local logistics, staff) to enter Singapore. This past week Amazon entered Singapore via their […]
When I wrote my first post on Amazon in which I looked at the competitors it will face; back 2012, I had 7 major ecommerce businesses that could destabilize Amazon’s domination in ecommerce: Amazon is and still is it’s own biggest concern Apple Alibaba eBay Walmart Rakuten Regional players (Netretail, Ozon, MercadoLibre) Fast forward 2 […]
Amazon has launched in India. The way which they have entered the Indian market is of particular interest to me. Junglee.com which is partly owned by Amazon is wait for it, a comparison shopping engine. I initially thought that they would look at acquiring one of the popular ecommerce operators such as Flipkart, Naaptol or […]
Jeff Bezos must be the pied piper of commerce. His creation Amazon is slowly moving out of its traditional market (online) and disrupting retail. He clearly wants to ensure that Amazon can supply any product to any shopper in the US. (International focus is to intensify in the next 5 years in my opinion as […]
Alibaba & Amazon comparison, Amazon, eBay, and Wal-Mart are the big 3 in mobile commerce, Meet Vipshop and much more It is Black Friday today in the US and having a look around the globe this marketing driven event is clearly now part of global ecommerce. Merchants worldwide have decided to latch on to the […]
When I compiled my newsletter over the weekend – I added a new section to it. Direct to customer ecommerce is something that stumbled across and have over the last few months looked at in depth. However these direct to customer businesses are now using Target, Nordstrom and Amazon as a channel to reach new […]
The last 24 hours is the reason why Amazon has hired Jay Carney, a former Obama spokesperson to be responsible for global corporate affairs. Amazon has seen a fair share of controversy over the warehouse workers and working conditions. As usual the company has largely remained quiet and I believe this is one of the […]
Amazon, the dominant marketplace in North America has always wanted to be the everything store. Amazon Fashion, however, seems to a rudder-less business that is tone-deaf and looking to be a savior amidst COVID-19 horrific impact on the apparel sector. Amazon Fashion A Non-Premium Experience
Since the beginning of 2020, a new phenomenon is happening. Large brands (think PepsiCo, Kraft Heinz, Nestle) are opening direct to consumer websites. The same brands remain committed to their wholesaling and retail partners. Why is DTC for these brands a big deal? If the small upstart disrupts the large incumbent its worth a lot […]
I have purposefully not commented on Walmart’s ecommerce efforts after the retail giant acquired Jet.com. There were many immediate reactions to the acquisition but the simple truth is that no-one had any idea how it would end up. Let me be clear – the acquisition is a long term bet by Walmart on Marc Lore […]
Phew, what a week. It feels like the headlines were dominated by one ecommerce company this past week. The problem is that this company is a Rubik’s cube and plays in a variety of verticals. Amazon.com is what I am talking about. The Financial Times had a great amount of coverage this week (all behind […]
Amazon has gone up a few gears and are moving at a speed I have not seen before. First they subtly tell the world that they are working on an advertising product to rival Google’s advertising monopoly and then the Seattle-based behemoth acquires Twitch. Currently it feels like Bezos is asking questions to the Google […]