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The Jason & Scot Show - E-Commerce And Retail News

Join hosts Jason “Retailgeek” Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and 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.
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May 1, 2018

EP129 - Amazon Q1 Earnings Hot Take

This episode is a hot take of the Amazon Q1 2018 earnings

  • Amazon Q1 Earnings Highlights
    • $51b, which is a 43% y/y increase - 39% constant currency,  27% ex- Whole Foods
    • NA was up 46% y/y which drove $1.1b in profits (26% ex WFM)
    • Intl was up 21% constant currency and lost $622m 
    • AWS had a material acceleration up 48% y/y constant currency and profits were $1.4b
  • Amazon Prime fee increasing to $119 (20% increase)
  • Marketplace 
    • 52% 3P by Unit sales
    • 3P Growing at 60% (constant currency)
    • JMP GMV analysis-> 1P - $31b / 3P - $69b = $101B GMV
    • Wingo GMV estimate -> 1p - $37b/ 3p - $66b = $103b GMV
       
  • Amazon Ads - $2B quarter 132% y/y growth (72% y/y growth before accounting change vs. 60% last quarter)
  • Increasing possible Amazon becomes first $1 trillion dollar company
  • Bezos Annual Letter
    • 100M Paid Prime Members (likely 60M in N.A vs. 124M Households)

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Episode 129 of the Jason & Scot show was recorded on Monday, April 30th 2018.

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.

http://jasonandscot.com

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