In this episode Bryan Gildenberg and Andrea K. (Andrea Minnie) Leigh tackle a few key issues that Amazon's Q2 results highlighted after a quick review of their actual performance. In particular they focus the conversation on 5 key changes for Amazon's "footprint" - the basic shape of their business:
1) Amazon's new economic footprint - advertiser vs. infrastructure vs. retail
2) Amazon's new growth footprint - AWS and it's somewhat "cloud"y outlook for growth
3) Amazon's retooled logistics footrprint - the changes in Amazon's distribution model as their business becomes more consumables and less discretionary centric - UPS' shares being down 5% this AM on "reduced demand" may be in no small part due to this change
4) Amazon's uncertain grocery footprint
5) Amazon's cultural footprint - some great reflections at the end on how the nature of Amazon's operating and decision making environments change as their growth trajectory flattens...
This episode is sponsored by GoSpotCheck by Form – the leading provider of mobile market execution software.
Follow Andrea K. (Andrea Minnie) Leigh online at: https://www.linkedin.com/in/andreakleigh/
Follow The Allume Group Online At: https://www.linkedin.com/company/allumegroup/insights/
Follow GoSpotCheck by Form on LinkedIn at: https://www.linkedin.com/company/gospotcheck/
Follow GoSpotCheck by Form online at: https://www.gospotcheck.com/
CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.com
NextUp Website: http://nextupisnow.org/cpgguys
RetailWit Website: http://retailwit.com
DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.
In this episode Bryan Gildenberg and Andrea K. (Andrea Minnie) Leigh tackle a few key issues that Amazon's Q2 results highlighted after a quick review of their actual performance. In particular they focus the conversation on 5 key changes for Amazon's "footprint" - the basic shape of their business:
1) Amazon's new economic footprint - advertiser vs. infrastructure vs. retail
2) Amazon's new growth footprint - AWS and it's somewhat "cloud"y outlook for growth
3) Amazon's retooled logistics footrprint - the changes in Amazon's distribution model as their business becomes more consumables and less discretionary centric - UPS' shares being down 5% this AM on "reduced demand" may be in no small part due to this change
4) Amazon's uncertain grocery footprint
5) Amazon's cultural footprint - some great reflections at the end on how the nature of Amazon's operating and decision making environments change as their growth trajectory flattens...
This episode is sponsored by GoSpotCheck by Form – the leading provider of mobile market execution software.
Follow Andrea K. (Andrea Minnie) Leigh online at: https://www.linkedin.com/in/andreakleigh/
Follow The Allume Group Online At: https://www.linkedin.com/company/allumegroup/insights/
Follow GoSpotCheck by Form on LinkedIn at: https://www.linkedin.com/company/gospotcheck/
Follow GoSpotCheck by Form online at: https://www.gospotcheck.com/
CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.com
NextUp Website: http://nextupisnow.org/cpgguys
RetailWit Website: http://retailwit.com
DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.