Ompit
2021-10-29
Like my comment pls ty
Amazon's weak quarter reveals that it is in 'heavy investment mode': analyst<blockquote>分析师:亚马逊疲软的季度表明其处于“大量投资模式”</blockquote>
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
3
7
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":857814429,"tweetId":"857814429","gmtCreate":1635517565945,"gmtModify":1635517566073,"author":{"id":3581920273351571,"idStr":"3581920273351571","authorId":3581920273351571,"authorIdStr":"3581920273351571","name":"Ompit","avatar":"https://static.tigerbbs.com/f5d1381c6a6fb29143792cde72a34239","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":22,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Like my comment pls ty</p></body></html>","htmlText":"<html><head></head><body><p>Like my comment pls ty</p></body></html>","text":"Like my comment pls ty","highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/857814429","repostId":1115483251,"repostType":4,"repost":{"id":"1115483251","kind":"news","pubTimestamp":1635517196,"share":"https://www.laohu8.com/m/news/1115483251?lang=zh_CN&edition=full","pubTime":"2021-10-29 22:19","market":"us","language":"en","title":"Amazon's weak quarter reveals that it is in 'heavy investment mode': analyst<blockquote>分析师:亚马逊疲软的季度表明其处于“大量投资模式”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115483251","media":"finance.yahoo","summary":"Amazon (AMZN) posted third-quarter results and guidance that fell short of expectations, with Wall S","content":"<p>Amazon (AMZN) posted third-quarter results and guidance that fell short of expectations, with Wall Street balking as the e-commerce giant forecasted billions of dollars in additional costs heading into the holiday shopping season.</p><p><blockquote>亚马逊(AMZN)公布的第三季度业绩和指引未达到预期,华尔街对此犹豫不决,因为这家电子商务巨头预测进入假日购物季将产生数十亿美元的额外成本。</blockquote></p><p> The announcement sent Amazon shares tumbling immediately following the report. However, at least one analyst suggested Amazon's heavy spending is yet another sign that the company is remaining laser-focused on investing for the future — even if it means giving up some profits in the near-term.</p><p><blockquote>该公告导致亚马逊股价在报告发布后立即暴跌。然而,至少一位分析师表示,亚马逊的巨额支出是该公司仍然专注于未来投资的另一个迹象——即使这意味着在短期内放弃一些利润。</blockquote></p><p> \"I think the company ... really emphasized [and] reminded investors that its focus has always been on the long term,\" CFRA analyst Tuna Amobi told Yahoo Finance Live. \"They're now back in that very heavy investment mode that we saw several years ago. And that's where you're seeing the disconnect between analysts' expectations and their reported numbers.\"</p><p><blockquote>CFRA分析师Tuna Amobi告诉雅虎财经直播:“我认为该公司……确实强调并提醒投资者,其重点始终是长期。”“现在他们又回到了我们几年前看到的那种非常重的投资模式。而此时你可以看到分析师的预期与他们报告的数字之间的脱节。”</blockquote></p><p> Amazon posted third-quarter sales that grew 15% over last year to $110.8 billion, coming in short of the $111.8 billion expected, based on Bloomberg consensus data. Earnings per share halved over last year to come in at $6.12, and operating income fell to $4.9 billion from $6.2 billion in the year-ago period.</p><p><blockquote>根据彭博社的一致数据,亚马逊公布的第三季度销售额比去年增长15%,达到1108亿美元,低于预期的1118亿美元。每股收益比去年减半至6.12美元,营业收入从去年同期的62亿美元降至49亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c231a65b00916d92f314133e7382e2ec\" tg-width=\"847\" tg-height=\"574\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> For the fourth quarter, Amazon said its operating income could come in between breakeven and $3 billion, coming in well short of the $7.4 billion estimated. A slew of added costs contributed to this weaker-than-anticipated bottom-line forecast.</p><p><blockquote>亚马逊表示,第四季度营业收入可能在盈亏平衡至30亿美元之间,远低于预期的74亿美元。一系列额外成本导致了这一低于预期的底线预测。</blockquote></p><p> \"In the fourth quarter, we expect to incur several billion dollars of additional costs in our Consumer business as we manage through labor supply shortages, increased wage costs, global supply chain issues, and increased freight and shipping costs — all while doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" Amazon CEO Andy Jassy said in the company's earnings release. \"It’ll be expensive for us in the short term, but it’s the right prioritization for our customers and partners.”</p><p><blockquote>“在第四季度,我们预计消费者业务将产生数十亿美元的额外成本,因为我们要应对劳动力供应短缺、工资成本增加、全球供应链问题以及运费和运输成本增加——同时尽一切努力将这个假期对客户和销售合作伙伴的影响降至最低,”亚马逊首席执行官安迪·贾西在公司财报中表示。“短期内这对我们来说会很昂贵,但对于我们的客户和合作伙伴来说,这是正确的优先事项。”</blockquote></p><p> Those \"billions of dollars\" in expected additional costs are consistent with the kinds of major investments Amazon has made in the past, which ultimately helped fuel further growth in the business. Amazon had spentnearly $1.5 billion in the holiday quarter of 2019alone to build out its one-day shipping operations, on top of announcing an$800 million investmentin the speedier shipping just earlier that year. That move had fueled an arms race between competitor retailers includingWalmart (WMT)andTarget (TGT)to offer similarly rapid delivery options.</p><p><blockquote>这些“数十亿美元”的预期额外成本与亚马逊过去进行的重大投资是一致的,这些投资最终有助于推动业务的进一步增长。亚马逊仅在2019年假期季度就花费了近15亿美元来建设其一日航运业务,此外还在当年早些时候宣布投资8亿美元用于更快的航运。此举引发了沃尔玛(WMT)和塔吉特(TGT)等竞争对手零售商之间的军备竞赛,以提供类似的快速送货选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97e685429ba4c1353688bd3c28f8e960\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>Amazon fulfilment center in Sosnowiec, Poland on 13 May, 2019. (Photo by Beata Zawrzel/NurPhoto via Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2019年5月13日,波兰索斯诺维茨的亚马逊履行中心。(摄影:Beata Zawrzel/NurPhoto,盖蒂图片社)</span></p></blockquote></p><p> And in the past year-and-a-half, Amazon has also spent billions in building out its operations to navigate pandemic-related challenges. In the second quarter of 2020,Amazon spent $4 billion in incremental virus-related costson personal protective equipment and cleaning for its facilities, family care benefits and special bonuses to its employees and delivery partners. Even given these elevated expenses and impacts to operating profits, Amazon's stock jumped 76% in 2020, outperforming the market and making it the second-best Big Tech stock performer after Apple (AAPL) for the year.</p><p><blockquote>在过去的一年半里,亚马逊还花费了数十亿美元来扩大业务,以应对与流行病相关的挑战。2020年第二季度,亚马逊花费了40亿美元用于增加与病毒相关的costson个人防护设备和设施清洁、家庭护理福利以及员工和送货合作伙伴的特别奖金。即使考虑到这些费用的增加和对营业利润的影响,亚马逊的股价在2020年仍上涨了76%,跑赢了市场,使其成为今年仅次于苹果(AAPL)表现第二好的大型科技股。</blockquote></p><p> Aside from concerns over rising costs, Amazon's latest earnings report and guidance also reflected a slowdown in e-commerce sales growth, with online sales rising just 3% to reach $49.9 billion in the third quarter and missing consensus expectations. But according to Amobi, Amazon is still in a position of strength when it comes to capitalizing on a longer-term shift to e-commerce shopping among consumers, even given some of the supply chain-related issues in the short-term.</p><p><blockquote>除了对成本上升的担忧,亚马逊最新的财报和指引也反映出电子商务销售增长放缓,第三季度在线销售额仅增长3%,达到499亿美元,低于市场普遍预期。但阿莫比表示,即使考虑到短期内存在一些与供应链相关的问题,亚马逊在利用消费者向电子商务购物的长期转变方面仍处于优势地位。</blockquote></p><p> \"We were actually very wary of the potential impact of this supply chain coming into this holiday selling season. There's no doubt that it's going to be a major factor. And I think the potential impact [in Q3] could actually continue into the first half,\" Amobi said.</p><p><blockquote>“我们实际上非常担心这个供应链进入这个假日销售季节的潜在影响。毫无疑问,这将是一个主要因素。我认为(第三季度)的潜在影响实际上可能会持续到上半年,”阿莫比说。</blockquote></p><p> \"That being said, they are going to have the benefit of cycling through some of the less robust or less difficult comparisons, as they enter next year,\" he added. \"The e-commerce business is always going to have that secular underpinning of more people shopping online. And especially now that people are kind of working from home ... that is going to be something, I think, that sustains the e-commerce business for quite some time.\"</p><p><blockquote>“话虽如此,当他们进入明年时,他们将受益于一些不太稳健或不太困难的比较,”他补充道。“电子商务业务总是会有更多人在线购物的长期基础。尤其是现在人们在家工作……我认为,这将是支撑电子商务业务的因素。”相当长一段时间。”</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon's weak quarter reveals that it is in 'heavy investment mode': analyst<blockquote>分析师:亚马逊疲软的季度表明其处于“大量投资模式”</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon's weak quarter reveals that it is in 'heavy investment mode': analyst<blockquote>分析师:亚马逊疲软的季度表明其处于“大量投资模式”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-10-29 22:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Amazon (AMZN) posted third-quarter results and guidance that fell short of expectations, with Wall Street balking as the e-commerce giant forecasted billions of dollars in additional costs heading into the holiday shopping season.</p><p><blockquote>亚马逊(AMZN)公布的第三季度业绩和指引未达到预期,华尔街对此犹豫不决,因为这家电子商务巨头预测进入假日购物季将产生数十亿美元的额外成本。</blockquote></p><p> The announcement sent Amazon shares tumbling immediately following the report. However, at least one analyst suggested Amazon's heavy spending is yet another sign that the company is remaining laser-focused on investing for the future — even if it means giving up some profits in the near-term.</p><p><blockquote>该公告导致亚马逊股价在报告发布后立即暴跌。然而,至少一位分析师表示,亚马逊的巨额支出是该公司仍然专注于未来投资的另一个迹象——即使这意味着在短期内放弃一些利润。</blockquote></p><p> \"I think the company ... really emphasized [and] reminded investors that its focus has always been on the long term,\" CFRA analyst Tuna Amobi told Yahoo Finance Live. \"They're now back in that very heavy investment mode that we saw several years ago. And that's where you're seeing the disconnect between analysts' expectations and their reported numbers.\"</p><p><blockquote>CFRA分析师Tuna Amobi告诉雅虎财经直播:“我认为该公司……确实强调并提醒投资者,其重点始终是长期。”“现在他们又回到了我们几年前看到的那种非常重的投资模式。而此时你可以看到分析师的预期与他们报告的数字之间的脱节。”</blockquote></p><p> Amazon posted third-quarter sales that grew 15% over last year to $110.8 billion, coming in short of the $111.8 billion expected, based on Bloomberg consensus data. Earnings per share halved over last year to come in at $6.12, and operating income fell to $4.9 billion from $6.2 billion in the year-ago period.</p><p><blockquote>根据彭博社的一致数据,亚马逊公布的第三季度销售额比去年增长15%,达到1108亿美元,低于预期的1118亿美元。每股收益比去年减半至6.12美元,营业收入从去年同期的62亿美元降至49亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c231a65b00916d92f314133e7382e2ec\" tg-width=\"847\" tg-height=\"574\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> For the fourth quarter, Amazon said its operating income could come in between breakeven and $3 billion, coming in well short of the $7.4 billion estimated. A slew of added costs contributed to this weaker-than-anticipated bottom-line forecast.</p><p><blockquote>亚马逊表示,第四季度营业收入可能在盈亏平衡至30亿美元之间,远低于预期的74亿美元。一系列额外成本导致了这一低于预期的底线预测。</blockquote></p><p> \"In the fourth quarter, we expect to incur several billion dollars of additional costs in our Consumer business as we manage through labor supply shortages, increased wage costs, global supply chain issues, and increased freight and shipping costs — all while doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" Amazon CEO Andy Jassy said in the company's earnings release. \"It’ll be expensive for us in the short term, but it’s the right prioritization for our customers and partners.”</p><p><blockquote>“在第四季度,我们预计消费者业务将产生数十亿美元的额外成本,因为我们要应对劳动力供应短缺、工资成本增加、全球供应链问题以及运费和运输成本增加——同时尽一切努力将这个假期对客户和销售合作伙伴的影响降至最低,”亚马逊首席执行官安迪·贾西在公司财报中表示。“短期内这对我们来说会很昂贵,但对于我们的客户和合作伙伴来说,这是正确的优先事项。”</blockquote></p><p> Those \"billions of dollars\" in expected additional costs are consistent with the kinds of major investments Amazon has made in the past, which ultimately helped fuel further growth in the business. Amazon had spentnearly $1.5 billion in the holiday quarter of 2019alone to build out its one-day shipping operations, on top of announcing an$800 million investmentin the speedier shipping just earlier that year. That move had fueled an arms race between competitor retailers includingWalmart (WMT)andTarget (TGT)to offer similarly rapid delivery options.</p><p><blockquote>这些“数十亿美元”的预期额外成本与亚马逊过去进行的重大投资是一致的,这些投资最终有助于推动业务的进一步增长。亚马逊仅在2019年假期季度就花费了近15亿美元来建设其一日航运业务,此外还在当年早些时候宣布投资8亿美元用于更快的航运。此举引发了沃尔玛(WMT)和塔吉特(TGT)等竞争对手零售商之间的军备竞赛,以提供类似的快速送货选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97e685429ba4c1353688bd3c28f8e960\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>Amazon fulfilment center in Sosnowiec, Poland on 13 May, 2019. (Photo by Beata Zawrzel/NurPhoto via Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2019年5月13日,波兰索斯诺维茨的亚马逊履行中心。(摄影:Beata Zawrzel/NurPhoto,盖蒂图片社)</span></p></blockquote></p><p> And in the past year-and-a-half, Amazon has also spent billions in building out its operations to navigate pandemic-related challenges. In the second quarter of 2020,Amazon spent $4 billion in incremental virus-related costson personal protective equipment and cleaning for its facilities, family care benefits and special bonuses to its employees and delivery partners. Even given these elevated expenses and impacts to operating profits, Amazon's stock jumped 76% in 2020, outperforming the market and making it the second-best Big Tech stock performer after Apple (AAPL) for the year.</p><p><blockquote>在过去的一年半里,亚马逊还花费了数十亿美元来扩大业务,以应对与流行病相关的挑战。2020年第二季度,亚马逊花费了40亿美元用于增加与病毒相关的costson个人防护设备和设施清洁、家庭护理福利以及员工和送货合作伙伴的特别奖金。即使考虑到这些费用的增加和对营业利润的影响,亚马逊的股价在2020年仍上涨了76%,跑赢了市场,使其成为今年仅次于苹果(AAPL)表现第二好的大型科技股。</blockquote></p><p> Aside from concerns over rising costs, Amazon's latest earnings report and guidance also reflected a slowdown in e-commerce sales growth, with online sales rising just 3% to reach $49.9 billion in the third quarter and missing consensus expectations. But according to Amobi, Amazon is still in a position of strength when it comes to capitalizing on a longer-term shift to e-commerce shopping among consumers, even given some of the supply chain-related issues in the short-term.</p><p><blockquote>除了对成本上升的担忧,亚马逊最新的财报和指引也反映出电子商务销售增长放缓,第三季度在线销售额仅增长3%,达到499亿美元,低于市场普遍预期。但阿莫比表示,即使考虑到短期内存在一些与供应链相关的问题,亚马逊在利用消费者向电子商务购物的长期转变方面仍处于优势地位。</blockquote></p><p> \"We were actually very wary of the potential impact of this supply chain coming into this holiday selling season. There's no doubt that it's going to be a major factor. And I think the potential impact [in Q3] could actually continue into the first half,\" Amobi said.</p><p><blockquote>“我们实际上非常担心这个供应链进入这个假日销售季节的潜在影响。毫无疑问,这将是一个主要因素。我认为(第三季度)的潜在影响实际上可能会持续到上半年,”阿莫比说。</blockquote></p><p> \"That being said, they are going to have the benefit of cycling through some of the less robust or less difficult comparisons, as they enter next year,\" he added. \"The e-commerce business is always going to have that secular underpinning of more people shopping online. And especially now that people are kind of working from home ... that is going to be something, I think, that sustains the e-commerce business for quite some time.\"</p><p><blockquote>“话虽如此,当他们进入明年时,他们将受益于一些不太稳健或不太困难的比较,”他补充道。“电子商务业务总是会有更多人在线购物的长期基础。尤其是现在人们在家工作……我认为,这将是支撑电子商务业务的因素。”相当长一段时间。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/amazons-weak-quarter-reveals-that-it-is-in-heavy-investment-mode-analyst-141351834.html\">finance.yahoo</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://finance.yahoo.com/news/amazons-weak-quarter-reveals-that-it-is-in-heavy-investment-mode-analyst-141351834.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115483251","content_text":"Amazon (AMZN) posted third-quarter results and guidance that fell short of expectations, with Wall Street balking as the e-commerce giant forecasted billions of dollars in additional costs heading into the holiday shopping season.\nThe announcement sent Amazon shares tumbling immediately following the report. However, at least one analyst suggested Amazon's heavy spending is yet another sign that the company is remaining laser-focused on investing for the future — even if it means giving up some profits in the near-term.\n\"I think the company ... really emphasized [and] reminded investors that its focus has always been on the long term,\" CFRA analyst Tuna Amobi told Yahoo Finance Live. \"They're now back in that very heavy investment mode that we saw several years ago. And that's where you're seeing the disconnect between analysts' expectations and their reported numbers.\"\nAmazon posted third-quarter sales that grew 15% over last year to $110.8 billion, coming in short of the $111.8 billion expected, based on Bloomberg consensus data. Earnings per share halved over last year to come in at $6.12, and operating income fell to $4.9 billion from $6.2 billion in the year-ago period.\n\nFor the fourth quarter, Amazon said its operating income could come in between breakeven and $3 billion, coming in well short of the $7.4 billion estimated. A slew of added costs contributed to this weaker-than-anticipated bottom-line forecast.\n\"In the fourth quarter, we expect to incur several billion dollars of additional costs in our Consumer business as we manage through labor supply shortages, increased wage costs, global supply chain issues, and increased freight and shipping costs — all while doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" Amazon CEO Andy Jassy said in the company's earnings release. \"It’ll be expensive for us in the short term, but it’s the right prioritization for our customers and partners.”\nThose \"billions of dollars\" in expected additional costs are consistent with the kinds of major investments Amazon has made in the past, which ultimately helped fuel further growth in the business. Amazon had spentnearly $1.5 billion in the holiday quarter of 2019alone to build out its one-day shipping operations, on top of announcing an$800 million investmentin the speedier shipping just earlier that year. That move had fueled an arms race between competitor retailers includingWalmart (WMT)andTarget (TGT)to offer similarly rapid delivery options.\nAmazon fulfilment center in Sosnowiec, Poland on 13 May, 2019. (Photo by Beata Zawrzel/NurPhoto via Getty Images)\nAnd in the past year-and-a-half, Amazon has also spent billions in building out its operations to navigate pandemic-related challenges. In the second quarter of 2020,Amazon spent $4 billion in incremental virus-related costson personal protective equipment and cleaning for its facilities, family care benefits and special bonuses to its employees and delivery partners. Even given these elevated expenses and impacts to operating profits, Amazon's stock jumped 76% in 2020, outperforming the market and making it the second-best Big Tech stock performer after Apple (AAPL) for the year.\nAside from concerns over rising costs, Amazon's latest earnings report and guidance also reflected a slowdown in e-commerce sales growth, with online sales rising just 3% to reach $49.9 billion in the third quarter and missing consensus expectations. But according to Amobi, Amazon is still in a position of strength when it comes to capitalizing on a longer-term shift to e-commerce shopping among consumers, even given some of the supply chain-related issues in the short-term.\n\"We were actually very wary of the potential impact of this supply chain coming into this holiday selling season. There's no doubt that it's going to be a major factor. And I think the potential impact [in Q3] could actually continue into the first half,\" Amobi said.\n\"That being said, they are going to have the benefit of cycling through some of the less robust or less difficult comparisons, as they enter next year,\" he added. \"The e-commerce business is always going to have that secular underpinning of more people shopping online. And especially now that people are kind of working from home ... that is going to be something, I think, that sustains the e-commerce business for quite some time.\"","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1667,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":18,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/857814429"}
精彩评论