Amazon accounts for about 52% of all online retail sales in the U.S. and its performance acts as a barometer for total online sales growth for the United States.
The most recent sales report for Amazon was for Q1 (January to March) 2019. Net sales increased 17% to $59.7 billion in the first quarter, compared with $51.0 billion in first quarter of 2018. Gone are the days when Amazon was growing at 200%, 100% or even 40%. The base is inevitably large now but what really is happening at Amazon?
Continue reading “Peak Amazon? Amazon revenue growth and employee additions have slowed significantly”
Chart 1: E-Commerce Retail Sales as a Percent of Total Sales
E-Commerce retail sales are now 9.8% of total retail sales (at the end of Q3 2018). Amazon is estimated to be 50% of all E-Commerce sales in the U.S. which would mean Amazon accounts for around 5% (or $1 in every $20 spent) of all retail sales in the U.S.
Continue reading “The growth of E-Commerce in the United States in three charts”
The S & P 500 and the NASDAQ 100 hit all time highs in early October and since then they have fallen about 10% each. The S & P 500 has turned negative for the year and the NASDAQ 100 has barely moved. FAANG (Facebook, Amazon, Apple, Netflix and Google/Alphabet) stocks accounted for almost all the 2018 gains until October. And their fall has caused the market meltdown but there is more to the story …
Continue reading “Between January to the October peak, the FAANG stocks accounted for 82% of all the gains for the S & P 500 and the NASDAQ 100; The only stock to decelerate the stock market fall is … Microsoft”
Amazon declared its Q3 results on Thursday, Net sales increased 29% to $56.6 billion in the third quarter, compared with $43.7 billion in the third quarter of 2017. Excluding the unfavourable impact of foreign exchange rates throughout the quarter, net sales increased 30% compared with third quarter 2017.
Operating income increased to $3.7 billion in the third quarter, compared with operating income of $347 million in the third quarter of 2017.
Amazon’s share price has soared 500% in the past four years despite the recent 20% fall in the share price.
Continue reading “Core Amazon Online sales growth is slowing at an unprecedented pace despite stellar overall results”
Restricted Stock Units (RSU) are company stock (or shares by another name) granted to employees as a form of compensation. Employers save some tax, and it generally aligns the long-term interest of employees (and shareholders) as it normally carries a vesting period. 2017 was great for technology company share prices and technology companies granted an eye-watering amount of Restricted Stock Units by value leaving banks way behind …
Continue reading “Technology Companies granted an astonishing amount of Restricted Stock Units by value in 2017 (and banks were left way behind)”