Latest ideas and analyses related to online grocery shopping

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AMZN

+30 pts



$AMZN - Morgan Stanley says grocery stores enable Amazon to better address the key 44% of remaining offline US consumer spend (from Apr 15 as requested)

By mooreideas on April 27, 2021, 12:42 p.m.
Tagged topics: digital advertising , TAM expansion , eCommerce , big tech , online grocery shopping , big data , Amazon Pharmacy , Morgan Stanley , online-offline

Views: 41, Votes: 1, Responses: 0, Attachments: 7
AMZN

+33 pts



$AMZN - Morgan Stanley data shows online grocery adoption has doubled since 2019 with delivery used more than pickup, and Amazon one of biggest winners

By mooreideas on April 27, 2021, 12:38 p.m.
Tagged topics: TAM expansion , eCommerce , post-COVID , pandemic spending , big tech , online grocery shopping , Morgan Stanley

Views: 142, Votes: 2, Responses: 0, Attachments: 9
AMZN

+35 pts



$AMZN - Oppenheimer raises target to $4,200 on higher AWS estimates ahead of Q1 results, see expansion in grocery, pharmacy, and advertising

By josiebe on April 21, 2021, 10:49 a.m.
Tagged topics: digital advertising , AWS , earnings preview , analyst raises estimates , online grocery shopping , Amazon Pharmacy , analyst raises target , Oppenheimer

Views: 141, Votes: 4, Responses: 0, Attachments: 9
AMZN

+30 pts



$AMZN - Jefferies cautions that increasingly disruptive labor shortage in US grocery supply chain is a potentially underestimated industry risk

By mooreideas on April 19, 2021, 2:21 p.m.
Tagged topics: grocery delivery , eCommerce , online grocery shopping , risk to estimates , Jefferies , labor shortage

Views: 117, Votes: 1, Responses: 0, Attachments: 1
BABA , JD

+36 pts



Goldman estimates nearly 50% of grocery shopping in China will be done online by 2025, compared to ~20% today

By puckerman17 on Nov. 12, 2020, 1:17 a.m.
Tagged topics: analyst checks , China , online grocery shopping

Views: 58, Votes: 4, Responses: 0, Attachments: 52