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Amazon's Faster, Cheaper Future - A Q4 Amazon Earnings Conversation With Allume Group's Founder/CEO Andrea Leigh
Manage episode 399396114 series 3399510
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Amazon released an outstanding Q4 with strong growth in sales and profitability driving a huge uptick in their share price. In this episode Bryan and Andrea break down the drivers of that performance as well as key attributes of the call that highlight Amazon's future prospects and growth:
1) Faster and Cheaper - how increased delivery speed and lower cost to serve are transforming Amazon's ability to solve for consumer products retail
2) International's quest to balance growth and profitability and the increasing role retail media is playing in their global profit picture
3) Rufus and how brands will need to learn (not be spoon fed) how Amazon's shopper facing AI is evaluating products and shopper choices
4) Amazon's seeming higher level of satisfaction in grocery
5) Amazon's overfocus on the conusmer experience in healthcare- B2B is where Amazon makes it's money (not B2C) and healthcare's structural issues are in the B2B side
6) Signs of Amazon's "maturity" - everything from how they talk about people to how they account for depreciation!
Follow Andrea K. Leigh online at: https://www.linkedin.com/in/andreakleigh/
Follow The Allume Group Online At: https://www.linkedin.com/company/allumegroup/insights/
CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.com
NextUp Website: http://nextupisnow.org/cpgguys
RetailWit Website: http://retailwit.com
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