Looking at mature 3P players, $AMZN 3P marketplace margins likely command:
•Gross margins: 60%-80%
•Operating margins: 20%-30%
Here are the fees imposed on 3P players that contribute to this lucrative business.
•Gross margins: 60%-80%
•Operating margins: 20%-30%
Here are the fees imposed on 3P players that contribute to this lucrative business.
And $AMZN 3P transactions account for more than 55% of their total volume now!
https://twitter.com/SteadyCompound/status/1489402082868490240
I initiated a starter position and decided to do a deep-dive into $AMZN because:
•Strong moat: scaled economics shared
•e-Commerce & cloud will continue to grow
•Profitability rapidly improving
And oh, they repurchased shares after almost a decade.
•Strong moat: scaled economics shared
•e-Commerce & cloud will continue to grow
•Profitability rapidly improving
And oh, they repurchased shares after almost a decade.
https://twitter.com/SteadyCompound/status/1489752259785224193
If you like to gain access to my research report on $AMZN, become a member today.
steadycompounding.com/membership/
steadycompounding.com/membership/
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