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Amazon Acquires Sears

If you have any doubts, just wake up and think about it. It’s a win-win for both Jeff “Get Big Fast” Bezos and Eddie “Take the Money and Run” Lampert. Amazon gets roughly 2400 US stores (or “buildings”), overnight (1300 […]

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Amazon.com Adds Bricks to Its Bag of Tricks

“One day, we will eventually see Amazon.com in the physical world, either with stores or kiosks,” I wrote that in my book Amazon.com: Get Big Fast in 2000. At the time, that proposition sounded crazy. I wrote, “But stranger things […]

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Amazon Book Stores

It has been credibly rumored that, following 20 years of driving book stores out of business, Amazon is now planning to get into the bookstore business. The CEO of mall operations for General Growth Properties, Sandeep Mathrani, commented to “The […]

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Walmart + Jet.com Can Crush Amazon

In April 2014 I wrote, Walmart Can Crush Amazon.  I focused on all of the competitive advantages Walmart has over Amazon. and if leveraged, implementing the right strategies, over time, (and given the time), they could beat Amazon at its […]

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Behind Amazon’s Thorny Profitability Problem

To nobody’s surprise, the Covid-19 pandemic gave Amazon a huge market share boost. So far, the ecommerce giant has been able to maintain most of its pandemic share gains even as consumer shopping patterns have started to normalize. However, the […]

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Amazon’s Migraine: Walmart

Let me start with Walmart\’s Q3 2019 results, which by now, you are aware of. I will repeat the highlights only as a segue way to a couple of other signals that Amazon must be noticing that their Walmart headache […]

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Will Shopify Solve Amazon\’s Antitrust Issue?

The easy answer to whether Shopify will solve Amazon’s antitrust issue is no, but the more nuanced answer is hmm. Amazon’s FTC investigation does not challenge the giant’s behavior in the ecommerce retail sector. While Amazon is clearly the market […]

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Amazon’s Superpower

Unintended consequences of Covid-19 are that it’s easier to find a captive audience and we now regularly spend time waiting in lines. In the spirit of making lemonade out of Coronavirus lemons, I decided to conduct a quick, socially distanced, […]

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Whole Foods: Amazon’s Huge Mistake

At some point just around the birth of Amazon, Jeff Bezos said he must get big fast, (to own unreachable market share ahead of copycats) and he must get two categories right: grocery and apparel. He accomplished getting big fast […]

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Amazon’s Luxury Folly

No question, every successful entrepreneur has a certain amount of madness and the more successful they are, the madder. Using that measure, Jeff Bezos, who dreamed a bookstore could become the world\’s largest retailer, must be the craziest of all […]

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