Comscore released an updated 4th quarter US holiday on-line sales estimate this morning that revised their estimates down to 13.8% growth from a prior 15.5% as the last week of the year was very slow (up only 1% Y/Y). The 13.8% is also drop against the 14.4% increase in 2011 Q4. This represents about a $1B shortfall from Comscore's prediction of a 16% 4th quarter increase, making it even more difficult for Amazon (NASDAQ:AMZN) to meet analyst estimates. This is a follow up to my article on Monday based on the 15.5% expected growth last week.
Disclosure: I am short AMZN.