Amazon Retail
inpractise.com/articles/amazon-retail
We began studying Amazon in 2014 and our research is based on 50+ hours of interviews with Former Executives focused on:
- How a unit flows through AMZN’s network from supplier, inbound, through the network to the customer
- Structural differences in AMZN fulfillment network design vs 3P carriers and how this impacts variable cost per shipment
- A seller’s perspective of the economics selling via FBA and FBM
- How to decouple the AMZN Retail P&L from consolidated numbers and estimate underlying retail FCF
- Endemic and non-endemic advertising across Amazon and the long-run opportunity
How a parcel flows through Amazon’s Network
In Q4 22, Jassy reported that AMZN had “built out a transportation network roughly the size of UPS in a couple of years'’. A core angle of our AMZN research has been to understand the structural differences in AMZN’s delivery network design and performance relative to incumbent third-party carriers.
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