Latest ideas and analyses related to Prime members

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
AMZN

+30 pts



$AMZN - Jefferies believes Prime Day will help boost advertising revenue and Prime adoption

By mooreideas on June 21, 2021, 1:08 p.m.
Tagged topics: digital advertising , Prime members , eCommerce , Prime Day , analyst top pick , Jefferies

Views: 177, Votes: 2, Responses: 0, Attachments: 1
AMZN

+32 pts



$AMZN - JP Morgan estimates the value of a Prime subscription increased to $1,000/year, and believes a Prime price increase is coming (deep dive)

By mooreideas on June 16, 2021, 10:51 a.m.
Tagged topics: valuations , price increase , Amazon Fresh , Prime members , deep dive , JP Morgan

Views: 245, Votes: 1, Responses: 0, Attachments: 26
AMZN , NFLX , DIS

+11 pts



Is it likely that the US government eventually steps in and breaks AMZN up? I can't help but wonder how big corporations will allowed to...

By Noto on May 26, 2021, 1:23 p.m.
Tagged topics: spin-off , growing competition , Prime members , mergers and acquisitions , Piper Sandler , streaming wars , MGM Studios

Views: 4, Votes: 2, Responses: 0, Attachments: 0
AMZN , NFLX , DIS

+34 pts



$AMZN, $NFLX, $DIS - MGM Studios strengthens Amazon's competitive position and could boost Prime, but may be a bigger issue for streaming competitors

By mooreideas on May 26, 2021, 12:54 p.m.
Tagged topics: growing competition , Prime members , mergers and acquisitions , Piper Sandler , streaming wars , MGM Studios

Views: 226, Votes: 2, Responses: 1, Attachments: 7
AMZN

+5 pts



AMZN

By Profiteer on March 19, 2021, 9:44 a.m.
Tagged topics: Prime members , quality content , JP Morgan , Thursday Night Football , NFL

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

+37 pts



$AMZN - JP Morgan believes Thu Night Football deal will boost Prime membership and deepen engagement with existing subscribers

By labjordan on March 19, 2021, 4:15 a.m.
Tagged topics: Prime members , quality content , JP Morgan , Thursday Night Football , NFL

Views: 189, Votes: 2, Responses: 1, Attachments: 1
AMZN

+30 pts



$AMZN - Jefferies says Prime Day 2020 will help boost Prime membership, which still has a lot of headroom for expansion

By josiebe on Oct. 12, 2020, 4:56 p.m.
Tagged topics: capacity expansion , Prime members , Prime Day

Views: 107, Votes: 1, Responses: 0, Attachments: 1
AMZN , KR , WMT , UNFI , SFM , SPTN

+30 pts



Amazon Fresh is targeting the mass market; smaller grocers are in trouble

By labjordan on Jan. 7, 2020, 6:04 p.m.
Tagged topics: Amazon Fresh , Whole Foods , Prime members , grocery delivery

Views: 302, Votes: 1, Responses: 0, Attachments: 0