Whole Foods: What's Happening Right Now Before AMZN Deal (And if in US, Get over to a Store Now)

Amazon Ready to Start E-Commerce Service in Korea: Biggest Event in the Korean Retail Sector in 2017

Transport Sector, China and Asia-focused Research

Charles De Trenck

Thematic (Sector/Industry)

United states Consumer discretionary / Thematic (Sector/Industry)

Amazon has got bigger problems than Trump or his dislike of the Washington Post, or questions surrounding third-party provider tax collection.<a href="https://www.smartkarma.com/entities/409" target="_blank" data-smartkarma-citation="entities:409:1">Amazon.com Inc (AMZN US)</a> logistics costs appear to continue to be out of control. Shipping and fulfillment are now about 26-27% of total sales, while “Shipping” alone is about 12%, compared to about 9% in 2006 and 7% in 2009. It appears, ironically, shipping costs have been creepingback up to 1999 levels over the last 2+ years.Another worry could be just…

Amazon has got bigger problems than Trump or his dislike of the Washington Post, or questions surrounding third-party provider tax collection.Amazon.com Inc (AMZN US) logistics costs appear to continue to be out of control. Shipping and fulfillment are now about 26-27% of total sales, while “Shipping” alone is about 12%, compared to about 9% in 2006 and 7% in 2009. It appears, ironically, shipping costs have been creepingback up to 1999 levels over the last 2+ years.Another worry could be just…

AMZN Gets Challenged...As COGS Rise...And Service Quality Hits Plateau