Homepage / Technology / Here are the consumer industries Amazon will crush next: Bernstein
Due Diligence Blog Digital Data Rooms for the Netherlands Board Room Apps Secure Board Management With Secure Board Portals What Happens at Board of Directors Meetings? Board Room Software Review How to Prepare Board Rooms for Effective Board Meetings Board Room Software Boosts Performance and Communication Selecting a Secure Data Room Review Local Data Room Service Review How to Find the Best Virtual Data Room Review What to Look for in a Data Room uk Provider Document Storage and Distribution Software Everything About VDRs Corporate Software Advantages How to Choose a Virtual Data Room Provider The Most Secure Way to Transfer Files How to Manage Online Board Meetings Benefits Virtual Data Room Solutions – Must-Haves for M&A and Due Diligence Best Data Room Functions for the Different Types of Industries How to Choose a VDR Software Provider How to Choose an Online Board Portal The Benefits of a Boardroom Review Board Room Online Solutions – How to Get the Most Out of Your Board Meetings Why You Need a Board Room How a Board Room Blog Can Transform Your Business Choosing the Best Board Room Format How to Have Productive and Engaging Board Directors Meetings Choosing the Right Virtual Data Room How to Keep Safe Documents Storage Teaching Kids About Online Safety Avoid Costly Mistakes With Free Data Room Services Corporate Virtual Data Secure Online Data Rooms Solutions How to Keep Share, Edit and Delete Your Data Safe Virtual Data Room Software Secrets for M&A Due Diligence What to Look For in Boardroom Providers Board of Directors Blog Posts How to Deliver Value at Your Board Meetings How to Have Effective Board Meetings Responsibilities of Board Members Deal Management – How to Effectively Manage a Complex Sales Pipeline Data Rooms For Mergers And Acquisitions How to Have a Successful Board Room Meeting Choosing a Board Room Service Provider What is a Board Room Service? Board Room Software Review – Choosing the Best Portal for Mother Board Meetings Why a Board Room Providers Review Is Important What Is a Board Room Review? Venture Software for VC Firms What Is an Assessment Report? The Importance of a Tech Audit Popular Business Applications What to Look For in a Data Room App What Are Business Applications? How to Choose a Virtual Data Room How to Plan a Data Room Review Coronavirus Guide What is a Virtual Data Room? What Is Data Science? What Is an Operating System? Turbotax Small Business Review How Online VDRs Are Used in M&A Deals Why Choose VDR Software? The Power of Business Software The Benefits of a Software Board Online Data Room Review The Importance of Tech Knowledge Improving Accuracy of Financial Data Online Business Records – How to Keep Your Online Business Records Accurate and Secure What is a Board Portal De? DealRoom Review – A Review of VDR Software M&A Due Diligence for Private Companies The Virtual Data Room Review Why Companies Use a Data Room Review to Facilitate M&A Transactions The Best File Sharing Services How Online VDRs Are Used in M&A Deals Best Virtual Data Room How to Choose a Best Board Room Provider Choosing a Data Room for Due Diligence What Is a Data Room Business Software? Best Data Room Providers Review Data Room Providers Review Mostbet Tr Resmî Web Sitesinde Giriş Ve Kayıt Olm Kumar Oynamak Için En Iyi Yerdir The Benefits of Cloud Data Services for Enterprises Online Data Room and SSL How to Build a Diverse Board of Directors Best Virtual Data Review A Data Room Service Review How Runn Makes Project Data Accessible, Accurate and Shareable Five Pillars of Information Protection The Importance of Online Business Reports Benefits of Colocation Services Virtual Data Rooms Guide Choosing a Business Virtual Data Room Choosing the Right VDR Service Review How to Conduct a Virtual Data Room Review Glory Online Casino Türkiye En Iyi Oyunları Ve Bahisleri Olan Kumarhane Mostbet Casino On-line Em Pt 2024 ️ Bónus As Well As Revisão

Technology

Here are the consumer industries Amazon will crush next: Bernstein

The retail stock carnage will only get worse as Amazon continues to mow down certain corners of the sector, according to Bernstein.

“We are currently in the midst of a generational shift in consumer behavior and how companies bring their goods to market,” the firm’s analyst Ali Dibadj wrote in a note to clients Friday.

“The only thing one can be certain about is that things will change and companies will be disrupted, and when it comes to disruption there has never been a company quite like Amazon.”

The retail sector is having a rough year so far as the industry struggles under the Amazon onslaught.

The SPDR S&P Retail ETF’s declined 9 percent year to date through Friday compared to the S&P 500’s 15 percent gain and Amazon’s 50 percent surge in the same time period.

Dibadj shared his imminent Amazon disruption predictions for each consumer subsector:

1. Consumer packaged goods: “We think beverages/snacks companies will fare better than household & personal care companies, while packaged food companies are likely most at risk.”

2. Restaurants: “The benefits of a potential national delivery network through Amazon Restaurants outweighs the relatively modest risk presented by Amazon’s placing possible downward pressure on food prices (proteins appear more insulated).”

3. Transportation: “Structural volume growth in e-commerce will benefit the network carriers, and the significant hurdle posed by the costs of last mile delivery is likely to result in better pricing.”

4. Broadline retailers: “We think the scale of Walmart’s existing network of distribution centers, stores, and new pick-up points we expect … will allow them to adapt well to the higher costs, while smaller grocers will be more damaged.”

5. Specialty apparel retail: “We see the off-price retailers retaining their competitive advantage in apparel, for now.”

6. Healthcare services: “We think Amazon’s entry into pharmacy would be negative for independent pharmacies, somewhat negative for national pharmacies and distributors, and we increasingly see this as long term negative for” pharmacy benefit managers.

The analyst also explained how the internet and social media have generally hurt the power of traditional brands, further adding to the companies’ difficulties.

Source: Tech CNBC
Here are the consumer industries Amazon will crush next: Bernstein

Comments are closed.