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In this episode Bryan Gildenberg and Andrea Leigh tackle a few key issues that Amazon's Q3 results highlighted after a quick review of their actual performance. In particular they focus the conversation on 5 key changes for Amazon's "footprint" - the basic shape of their business:
1) Amazon's results in cloud put into context - though "disappointing" they continue to by all appearances be growing scale and share
2) Amazon's international experience and why they aren't more profitable internationally yet - highlighted by a brief conversation on their evolution in India
3) Amazon's mini-fulfillment centers and the evolution of urban, high-shrink retail - is home delivery a better model for retail in the high shrink parts of the world?
4) Amazon's prospects for holiday and their competitive overlap with some critical retailers - notably Target
Follow Andrea 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
DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.
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
DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.
