Boss Bezos: AMZN ONE-DAY DISRUPTION

by WSBConsensus

1. 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.
2. Threat posed by AMZN Prime Free One Day delivery needs more attention
3. 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.