Latest ideas and analyses related to online delivery

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AMZN , RLI

+1 pts



India Internet: 'Quick Commerce' - Democratizing the right to Laziness by Bernstein Feb 2022

By tattit on Aug. 10, 2022, 1:34 p.m.
Tagged topics: online delivery

Views: 32, Votes: 2, Responses: 0, Attachments: 0
AMZN

+33 pts



$AMZN - Deutsche checks show continued aggressive capacity expansion, moving into less dense areas, but says AWS and advertising will help offset margin impact

By mooreideas on April 28, 2021, 12:49 p.m.
Tagged topics: capacity expansion , margin pressure , digital advertising , AWS , eCommerce , Deutsche Bank , online delivery

Views: 211, Votes: 2, Responses: 0, Attachments: 10
AMZN

+39 pts



$AMZN - Goldman says under-investment by 3rd party delivery networks that competitors rely on is driving significant share gains for Amazon's own sales and its fulfillment business

By labjordan on Jan. 27, 2021, 3:12 p.m.
Tagged topics: eCommerce giants , competitive advantage , Goldman Sachs , fulfillment business , online delivery

Views: 172, Votes: 3, Responses: 0, Attachments: 7