Amazon.com, Inc. (AMZN) - NASDAQ
  • Today, 11:37 AM
    • Amazon.com (AMZN +1.3%) has sealed a deal making its Prime service the exclusive streaming home of the bulk of programming from PBS Kids.
    • The retail giant gets streaming rights to 19 series in a multi-year pact, including classics like Reading Rainbow and Caillou along with long-running popular series like Arthur and Wild Kratts.
    • "As a partner, they know and value our brand," say PBS senior VP Lesli Rotenberg. She said lumping titles with Amazon would make it easier for families to find PBS content, and easier for the network to promote the shows.
    • The move counters recent actions by Hulu (grabbing 500 episodes of Disney television) as well as a Netflix three-year push for children's programming.
    | Today, 11:37 AM | 3 Comments
  • Yesterday, 3:20 AM
    • There's no Fire 2, but Amazon (NASDAQ:AMZN) is getting back in the smartphone business. Starting today, Prime members can buy an unlocked BLU R1 HD for just $50 or the Moto G for $150.
    • Where's the money? Amazon's apps, services and ads are all over the phones even on a locked screen. If you're a dedicated shopper this may be desirable, but if you want to kill the ads, you'll have to pay back the $50 subsidy.
    | Yesterday, 3:20 AM | 16 Comments
  • Wed, Jun. 29, 3:38 PM
    • Beginning this week, Amazon (NASDAQ:AMZN) quietly began offering for sale whole-bean and ground coffee under its new Happy Belly label - putting it in competition with the likes of Starbucks (NASDAQ:SBUX).
    • Also rolled out is Mama Bear baby food in two flavors.
    • The WSJ one month ago reported Amazon as planning four brands of private-label foods, diapers, and cleaning supplies to be sold exclusively to Amazon Prime members.
    • For the moment, Amazon is not necessarily positioning these items as the low-cost offering. Bags of Happy Belly cost $9.99 each - about $2 more than Starbucks' breakfast blend, but $3 less than Starbucks' French roast.
    • In-house brands like these potentially carry higher profit margins, partly thanks to savings on brand development and marketing. Amazon may also be able to design the packaging to reduce shipping costs.
    | Wed, Jun. 29, 3:38 PM | 55 Comments
  • Wed, Jun. 29, 12:57 PM
    • In test mode since last year, Wal-Mart's (WMT +1.3%) Shipping Pass - like Amazon's (AMZN +1.2%) Prime service - offers unlimited free shipping on many online purchases. Wal-Mart today aims to bring Shipping Pass to a wider audience, offering a fee 30-day trial for the service.
    • As for price, Shipping Pass is just $49 per year vs. Prime at $99, though the Amazon service includes perks like music and movie/TV-show streaming, special deals, and one-hour delivery in certain markets.
    • It's estimated Amazon Prime has roughly 40M U.S. memberships.
    • Previously: WSJ: Wal-Mart deal with JD.com includes incentives for bigger investment (June 29)
    | Wed, Jun. 29, 12:57 PM | 28 Comments
  • Tue, Jun. 28, 10:16 AM
    • Confirming reports from earlier this week, Amazon (AMZN +1.7%) has announced an expansion of its Dash Button initiative by adding 50 new brands to its program (there are now over 150 Dash Buttons available vs. 29 last year).
    • The line-up of new names includes Campbell's Soup, Pepperidge Farm, Cascade, D'Addario, Dial Liquid Hand Soap and others.
    • "Three months ago, we were excited to see orders were occurring once a minute - now, that rate has doubled," said Daniel Rausch, director of Amazon Dash.
    • The devices are basically free to Prime subscribers. Though there is a $4.99 charge per button, that amount is credited back after their first Dash order.
    | Tue, Jun. 28, 10:16 AM | 7 Comments
  • Mon, Jun. 27, 4:30 AM
    • Amazon (NASDAQ:AMZN) is doubling down on its Dash ordering devices, getting firms to invest in the tools even amid evidence that customers are cool to them.
    • According to the WSJ, Amazon will announce plans this week to add dozens of new consumer-product brands to its Dash feature.
    • The thumb-drive-sized gadgets enable Prime subscribers to reorder a product simply by pressing a button.
    | Mon, Jun. 27, 4:30 AM | 17 Comments
  • Wed, Jun. 22, 5:48 PM
    • No one outside of Amazon knows how many people are streaming video from Amazon or how much video they are streaming. But industry observers do have a proxy: The internet usage numbers provided by Sandvine.
    • Sandvine says Amazon’s video now accounts for 4.26 percent of prime-time internet usage in the U.S.. That’s up from 1.31 percent three years ago.
    • Amazon’s numbers are still small compared to Netflix (NASDAQ:NFLX) and YouTube (NASDAQ:GOOG), which continue to account for half of all broadband usage.
    • Netflix, meanwhile, is down nearly 2 percent from Sandvine’s most recent measurement, last fall.
    • Read more here.
    | Wed, Jun. 22, 5:48 PM | 21 Comments
  • Wed, Jun. 22, 5:43 PM
    | Wed, Jun. 22, 5:43 PM | 9 Comments
  • Wed, Jun. 22, 10:35 AM
    • JMP Securities weighs in on Amazon (AMZN -0.7%) after taking in the AWS Public Sector Summit yesterday.
    • The analyst team led by Ronald Josey notes that AWS is set to launch 1,000 new products this year, many of them seen as differentiated from peer offerings.
    • AWS is expected to generate $12.1B in revenue this year (+54% Y/Y) and consolidated segment operating income of $3.3B (27.6% margin).
    • JMP on AMZN: "We continue to believe the risk/reward on Amazon shares remains favorable given improved profitability across its retail business, overall revenue growth, and strong execution at AWS, despite shares being up 8.3% since 1Q16 earnings (vs. 1.5% for the S&P)."
    • JMP has Amazon rated at Outperform with a price target of $775.
    • Ronald Josey ranks #1,579 out of the 3,984 analysts listed on TipRanks.com.
    | Wed, Jun. 22, 10:35 AM | 5 Comments
  • Tue, Jun. 21, 12:47 PM
    • The Department of Transportation and the Federal Aviation Administration have issued final rules covering the use of drones in the U.S. Key points are that drones must weigh less than 55 pounds and remain within a pilot's line of sight. A maximum groundspeed of 100 mph is allowed and pilots are instructed not to fly under a covered structure. Other snippets are listed below.
    • "Under the final rule, the person actually flying a drone must be at least 16 years old and have a remote pilot certificate with a small UAS rating, or be directly supervised by someone with such a certificate."
    • "The TSA will conduct a security background check of all remote pilot applications prior to issuance of a certificate."
    • "The FAA also will educate all commercial drone pilots on privacy during their pilot certification process; and will issue new guidance to local and state governments on drone privacy issues."
    • Related (directly and tangentially) stocks: AMBA, AVAV, DJI, OTCQX:DRNE, DPZ, HON, INVN, IXYS, GPRO, TRMB, FDX, UPS, AMZN.
    | Tue, Jun. 21, 12:47 PM | 47 Comments
  • Tue, Jun. 14, 8:49 AM
    • Retail sales topped expectations in May with some categories tipping off a healthy spending trend.
    • Nonstore retailers once again led all categories with 12% Y/Y growth. Amazon (NASDAQ:AMZN) had a lot to say with that strong performance.
    • Health and personal care stores were also solid with an 8% Y/Y rise in sales. Chains such as Walgreens (NASDAQ:WBA), Rite Aid (NYSE:RAD), Ulta Salon (NASDAQ:ULTA), and Sally Beauty Holdings (NYSE:SBH) continue to draw millennial interest.
    • Department stores lagged once again with a 0.9% M/M drop and 6% Y/Y tail-off. A tough month of weather contributed to a 2% M/M drop in the building materials and garden equipment (HD, LOW) category.
    • Restaurants performed ahead of expectations, sales were up 0.8% M/M and 6.5% Y/Y.  That mark bodes well for McDonald's (NYSE:MCD) continuing its streak of staying in positive territory with comparable-store sales.
    • Previously: Retail sales decelerate from April's pace (June 14)
    • Retail ETFs: XLY, XRT, VCR, RTH, RETL, FXD, FDIS, RCD, PMR, JHMC, CNDF.
    | Tue, Jun. 14, 8:49 AM | 2 Comments
  • Fri, Jun. 10, 4:22 PM
    • Sources tell Reuters Amazon (AMZN -1.3%) is prepping a $9.99/month music streaming service that will "offer a competitive catalog of songs," thus entering a market already featuring Spotify (Private:MUSIC), Apple, YouTube, Tidal, and several others.
    • Reuters adds Amazon "believes a comprehensive music service is important to its bid to be a one-stop shop for content and goods," and that the service is intended to boost the appeal of Amazon's Echo speakers/voice assistants. Spotify already claims over 30M paid subscribers, and Apple Music over 13M.
    • Amazon bundles a music streaming service featuring a relatively limited content selection with Prime subscriptions. The company is two months removed from launching an $11/month subscription option for Prime, and a $9/month standalone option for Prime Video.
    | Fri, Jun. 10, 4:22 PM | 26 Comments
  • Fri, Jun. 10, 11:29 AM
    • Back-to-school sales will increase 2.8% Y/Y to $828.81B, according to a forecast from eMarketer.
    • The once thriving July through August BTS season is now more spread out as more parents wait until the school year starts before jumping in.
    • The increased role in e-commerce has as lot to do with that trend. E-commerce BTS sales are seen rising 15% this year.
    • Amazon (NASDAQ:AMZN) and Staples (NASDAQ:SPLS) have benefited from the e-commerce push, while department stores such as J.C. Penney (NYSE:JCP) and Sears (NASDAQ:SHLD) have suffered as the concept of clothes stockpiling ahead of the opening day bell has been dismissed by the younger generation. Target (NYSE:TGT) and Wal-Mart (NYSE:WMT) grab a lion's share of the in-store BTS traffic.
    | Fri, Jun. 10, 11:29 AM | 10 Comments
  • Wed, Jun. 8, 10:35 AM
    • BrandZ keeps a pulse on the value of brands with consumers. Does it matter? An index of companies in the BrandZ Strong Brands Portfolio outperformed the S&P 500 by 5X over the last nine years.
    • The list of top risers in brand value this year includes Amazon (NASDAQ:AMZN), Starbucks (NASDAQ:SBUX), JD.com (NASDAQ:JD), Home Depot (NYSE:HD), Lowe's' (NYSE:LOW), Costco (NASDAQ:COST), Burger King (NYSE:QSR), MasterCard (NYSE:MA), and Chanel (private).
    • Electrek notes that Tesla Motors (NASDAQ:TSLA) bumped Volkswagen out of the top ten in the ranking of automobile brands. Toyota (NYSE:TM), BMW (OTCPK:BAMXY), and Mercedes-Benz (OTCPK:DDAIF) hold down the top three spots.
    | Wed, Jun. 8, 10:35 AM | 31 Comments
  • Wed, Jun. 8, 3:34 AM
    • Amazon (NASDAQ:AMZN) is planning to invest an additional $3B in India, boosting its committed investment in the country to over $5B.
    • The company has so far built 21 fulfillment centers across the nation, and expects to open a Web Services Cloud Region and the firm's largest software development center outside of the U.S.
    • Overall, Amazon's international segment is growing much more slowly than its home base, with sales in 2015 rising 5.7% to $35.4B vs. 25% in North America to $63.7B.
    | Wed, Jun. 8, 3:34 AM | 11 Comments
  • Thu, Jun. 2, 4:42 AM
    • Amazon (NASDAQ:AMZN) isn't aiming to take over the last mile of delivery from UPS, FedEx (NYSE:FDX) or the U.S. Postal Service, according to Chief Executive Jeff Bezos, but the company is looking to "supplement it heavily."
    • This is necessary for peak selling seasons ahead of major gift-giving holidays in the countries in which Amazon operates.
    • Although a grand shift to delivery is not expected in the near future, investors still have their eyes on the company's 767 freighters, delivery drones and Prime Now program.
    | Thu, Jun. 2, 4:42 AM | 49 Comments
Company Description
Amazon.com, Inc. provides online retail shopping services. It provides services to four primary customer sets: consumers, sellers, enterprises, and content creators. The company also provides other marketing and promotional services, such as online advertising and co-branded credit card... More
Sector: Technology
Country: United States