Tuesday, January 29, 2013

AMZN: More on Amazon: The Street is betting...

6:34 PM More on Amazon: The Street is betting fulfillment spending growth (+36% Y/Y in Q4 to $2.26B) will slow in 2013: the CC featured questions about a slowdown, and whether having warehouses closer to consumers is lowering shipping costs. There was also a question about whether Amazon is letting 3rd-party sellers (40%+ unit growth) handle more low-margin sales. Amazon responded in part by noting sales of margin-compressing electronics were soft. Technology/content spending +56% Y/Y to $1.35B, thanks to AWS-related capex. Read comments

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