Peb txhua tus ua yuam kev. Thiab kuv tau ua ib qho thaum lub Cuaj Hlis 2021 thaum kuv yuav Amazon Tshuag tshaj $150 rau ib qho. Ua raws li kev ncaj ncees (thiab tech) bloodbath hauv 2022, nws tam sim no pauv ntawm $ 96.
Ntawm Invezz podcast, Kuv tau tuav tus qub Amazon tus neeg ua haujlwm tam sim no tus kws tshaj lij Brittain Ladd los tham txog cov khoom lag luam.
Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?
Sau npe rau Invezz cov ntawv xov xwm, hnub no.
Ladd tau hais lus hais txog qhov nws ntseeg tias tuaj yeem txhim kho Amazon cov hmoov zoo. Ib cheeb tsam ntawm kev tsom xam yog lub cib-thiab-mortar khw muag khoom sab, nrog Amazon ntes tsuas yog 2% ntawm cov khw muag khoom noj, piv rau Wallmart uas muaj 25% txiav.
Lub tswv yim Amazon Go, nrog rau kev taug kev-tawm thev naus laus zis, yog ib qho zoo nkauj ntawm kev tsim kho tshiab, tab sis Ladd hais tias nws tsis yog ntau tshaj li qhov gimmick, ua tsis tau kom nce kev muag khoom. Hloov chaw, nws tawm tswv yim rau kev ua kom nruj heev.
Ladd thawj zaug pom zoo kom Amazon yuav Cov Khoom Noj Tag Nrho, tab sis hais tias nws qhov kev yuav khoom tau ua tsis tiav raws li qhov xav tau. Hloov chaw, nws xav kom Amazon ua ib qho kev txav mus rau lub khw muag khoom xws li Target, uas yuav tso cai rau nws tso tag nrho Cov Khoom Noj hauv txhua lub khw.
Nws kuj tso tseg tom ntej tua Amazon Fresh thiab Amazon Go hom, rov ua dua lawv li Whole Foods + / Whole Foods to Go.
Tab sis yuav ua li cas tag nrho cov no cuam tshuam rau cov Tshuag, thiab Amazon tau muab tso rau tam sim no li kev nqis peev li cas? Daim ntawv qhia hauv qab no qhia tau hais tias, yog tias koj tso lub pob zoo li kuv, kev caij tsheb yuav mob heev - qhov no yog Amazon Tshuag nqi txij li thaum kuv yuav hauv. Ouch.
Kuv tau taw qhia tias Amazon tam sim no ua lag luam ntawm Enterprise-rau-EBITDA piv ntawm 28, muaj qhov nruab nrab 52 nyob rau lub sijhawm nruab nrab ntawm 2008 thiab 2022. Peb khawb rau sab no ntawm cov khoom me ntsis, thaum tseem lees paub qhov teeb meem tiag tiag uas Amazon yog. ntau tshaj qhov muag khoom.
Nws tam sim no CEO thiab successor rau Jeff Bezos, Andy Jassy, tau raug xaiv rau lub luag hauj lwm ib feem vim hais tias ntawm nws nrov nrov txoj kev vam meej mus rau Amazon Web Service (AWS) sab ntawm lub lag luam rau 15 xyoo. Nws yog lub luag haujlwm rau ntau tshaj ib nrab ntawm Amazon cov nyiaj tau los txhua xyoo txij li xyoo 2014.
Nws kuj muaj 33% kev ua lag luam sib koom hauv qhov chaw suav huab, tus lej loj. Ladd thiab kuv tau khawb rau hauv qhov no, thiab qhov kev sib txawv no cuam tshuam li cas rau kev ntsuas.
Tau kawg, macro yog qhov tsis tuaj yeem zam thaum tham txog cov khoom lag luam, thiab peb yuav tsum npog qhov no hais txog thaum Amazon tuaj yeem nthuav tawm raws li lub peev xwm peev peev. Yooj yim hais dua li ua tiav nrog rau lub sijhawm ua lag luam, tab sis - lub ntsiab lus tseem ceeb ntawm kev nqis peev mus ntev uas kuv muaj npog ntau hauv yav dhau los.
Peb tau kov ntawm qhov no thiab ntau ntxiv - suav nrog qhov kev nyiam tshaj plaws, ChatGPT, thiab Ladd xav kom qhov no koom nrog Amazon - hauv ntu. Yog tias koj yog tus neeg lag luam Amazon, xav txog kev yuav lossis muag, lossis tsuas yog xav paub txog ib lub tuam txhab loj tshaj plaws hauv ntiaj teb, ces koj yuav tau txais qee yam tawm ntawm nws.
Txuas ntxiv kev sib tham hauv Twitter nrog @InvezzPortal, @DanniiAshmore. Ua raws li Brittain Ladd, nws zoo tshaj plaws mus txog ntawm LinkedIn ntawm www.linkedin.com/in/brittainladd.
Ua tsaug rau koj mloog, ua raws li peb & subscribe ntawm no:
Tau qhov twg los: https://invezz.com/news/2023/02/20/video-is-it-the-time-to-buy-amazon-stock/