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- AMZN’s reacceleration since the launch of Prime Free One Day delivery and its record Holiday season could portend a new wave of retail disruption.
- Threat posed by AMZN Prime Free One Day delivery needs more attention
- The damage to retailers in Q4 could be an unpleasant surprise. “AMZN recently stated it had a “record Holiday season,” where the number of items delivered with Prime Free One Day and Same Day delivery nearly quadrupled. Given ~30% of retailers’ EBIT is generated during the Holiday season, incremental share gains by AMZN during Q4 would likely pose a serious threat.