Amazon's Evolving Enterprise: A Breakdown of What Amazon's Q3 Results Mean with Allume Group CEO Andrea Leigh

The CPG Guys Fast Forward

In this episode Bryan Gildenberg and Andrea Leigh tackle a few key issues that Amazon's Q3 results highlighted after a quick review of their actual performance. In particular they focus the conversation on 4 key changes for Amazon's evolution - the current direction of travel for their business:
1) Amazon's results in cloud put into context - though "disappointing" they continue to by all appearances be growing scale and share
2) Amazon's international experience and why they aren't more profitable internationally yet - highlighted by a brief conversation on their evolution in India
3) Amazon's mini-fulfillment centers and the evolution of urban, high-shrink retail - is home delivery a better model for retail in the high shrink parts of the world?
4) Amazon's prospects for holiday and their competitive overlap with some critical retailers - notably Target
Follow Andrea Leigh online at: https://www.linkedin.com/in/andreakleigh/
Follow The Allume Group Online At: https://www.linkedin.com/company/allumegroup/insights/
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