Amazon 1Q18 Review – More Price Increases on the Way?
Amazon reported a robust set of 1Q earnings with beats across the board. The big surprise from Amazon was its decision to increase its annual US...
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New Decentralized Transport Modes Challenge UPS ... Some Low Quality... Yet, Response Needed
United Parcel Service Cl B (UPS US) and Fedex Corp (FDX US) are being disrupted in the trenches by Uber, Lyft and others, courtesy of Amazon.com...
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E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution
E-commerce sales grew just under 10% in 2016 at the most conservative estimate, and we expect double digit growth for at least the next five...
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Is Trump Right About Amazon? A Deep-Dive into the US and Japanese Postal Service Deals
The postal service spat between President Trump and Amazon is sad – so sad.Ahead of 1Q results on Thursday, Amazon shares are down c10% over the...
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Alibaba (BABA) – Kicking Competitors Out of Cloud Computing with a Stable Negative Margin
Alibaba intentionally keeps the operating margin of cloud computing at -22~23%. The Company has a market share of 48%, but they want more. Cloud...
190 Views