EP095 - Listener Questions and Amazon Earnings

EP095- Listener Questions and Amazon Earnings

http://jasonandscot.com

Amazon Q2 2017 Earnings Summary (PDF from Amazon)

• Amazon reported a beat on revenue but a miss on earnings
• Revenue came in at $37.96 billion, beating street estimates of $37.18 billion.
• EPS was only 40 cents per share, missing street estimates of $1.42 per share.

Listener Questions

• Kiri Masters:

  I'd love to hear Jason and Scot talk about their global e-commerce outlook. Amazon in particular seems keen to expand aggressively in international markets. Does the growth opportunities match the regulatory / operational complexity for brands? Interested to get your take.

• Josh Tarasoff:

  Hi Jason and Scot--What is your take on Amazon's strategy behind buying products at full retail price from marketplace sellers? Here is an article: http://www.cnbc.com/.../amazon-new-fba-program-buys....

  Thank you. I love the show.

• Anup Gosavi

  Hey guys... love your show. Would love to see your take on when/ if brands will be active on messaging platforms like Messenger, Kik. etc.

  Is it actually a better channel than email? Is there a signal in all that noise? Opportunities/ risks etc. Thanks!

• Lauren Quaile Tonkin:
  
  I'd love your thoughts on autoreplenishment. Why have other retailers not adopted this tactic broadly (beyond Amazon and Target)? Do autoreplenishment models differ globally? What non-intuitive products/categories do you think can benefit from an autoreplenishment strategy? Thank you! Keep up the great work.

• Ben Kates:
  off-price retail offline and online

• Gareth Hanes (in uk):
  Hi Jason & Scott, enjoying your podcasts from "the other side of the pond" in the UK.

  I would be interested in your take on the recent (in the UK anyway) growth of products sold on Amazon by Chinese 3P merchants (presumably manufacturers) using FBA.
  I have noticed transformational changes in some product groups where new SKUs and brands have gained strong traction very quickly (propelled forward by a combination of agressive pricing, AMS & FBA).

  There's been a lot of talk on your podcasts about Amazon "own label", but this "manufacturer to consumer" model would appear to be a much more of a imminent threat to incumbent domestic brand owners.

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Episode 95 of the Jason & Scot show was recorded on Thursday July 27, 2017.

Join your hosts Jason "Retailgeek" Goldberg, SVP Commerce & Content at SapientRazorfish, and Scot Wingo, Founder and Executive Chairman of Channel Advisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing.