4 ms·

Amazon does have brick and mortar stores - both bookstores and Amazon Go. Walmart's new model is to sell online, but they just aren't very good at it and I don'

Amazon does have brick and mortar stores - both bookstores and Amazon Go. Walmart's new model is to sell online, but they just aren't very good at it and I don't see Jet saving them.

coldtea 10y ago
>Amazon does have brick and mortar stores - both bookstores and Amazon Go. And both are totally irrelevant to their operation, and a decimal point in their revenue. They could close them tomorrow and nobody would care. Whereas for Walmart their stores are essential to their operation.
- ethbro 10y ago
  Walmart has the Microsoft Office problem. Anything that canabalizes physical store revenue is going to have to fight beauracratic headwinds. So while Walmart online may be necessary (in the same way Office 365 / on iOS & Android was), I don't have much faith on their being able to organizationally get there in a timely manner with sufficient resources. Far more companies seem to recognize changing marketplaces and then botch business transitions by not being aggressive enough vs simply missing the changing marketplace signals.
- exclusiv 10y ago
  Perhaps that's the case right now. However, I was just pointing out that they do indeed have brick and mortar stores because the parent said they didn't have any. Anyway, AWS was once a decimal point in their revenue too. In fact it's around 10% right now, but very important in terms of profit.
  - giarc 10y ago
    Parent comment (mine) did not say they have no brick and mortar stores. But for all intents and purposes, they have 0 stores.
    - exclusiv 9y ago
      It did. You edited it. Then in your reply above you still remain stubborn with "for all intents and purposes". Amazon has brick and mortar and expanding it's part of their strategy. I'm not saying it's a big piece of their business right now. No need to adjust your statements semantically and go back and forth because you weren't accurate in your prior claim. Furthermore - you said "Walmart's model is to have a store in every town in America". Amazon wants a piece of that $480 B in revenue too. You can't steal all of that revenue by only being online.
      - giarc 9y ago
        I didn't edit it. Please don't sink to the level of putting words in people's mouths.
        exclusiv 9y ago
        Well you did edit it with the parens and you are the one sinking to putting words in my mouth and being dishonest so it's just an impasse I guess.

Amazon does have brick and mortar stores - both bookstores and Amazon Go. Walmart's new model is to sell online, but they just aren't very good at it and I don't see Jet saving them.

coldtea 10y ago

>Amazon does have brick and mortar stores - both bookstores and Amazon Go. And both are totally irrelevant to their operation, and a decimal point in their revenue. They could close them tomorrow and nobody would care. Whereas for Walmart their stores are essential to their operation.

ethbro 10y ago
Walmart has the Microsoft Office problem. Anything that canabalizes physical store revenue is going to have to fight beauracratic headwinds. So while Walmart online may be necessary (in the same way Office 365 / on iOS & Android was), I don't have much faith on their being able to organizationally get there in a timely manner with sufficient resources. Far more companies seem to recognize changing marketplaces and then botch business transitions by not being aggressive enough vs simply missing the changing marketplace signals.
exclusiv 10y ago
Perhaps that's the case right now. However, I was just pointing out that they do indeed have brick and mortar stores because the parent said they didn't have any. Anyway, AWS was once a decimal point in their revenue too. In fact it's around 10% right now, but very important in terms of profit.
- giarc 10y ago
  Parent comment (mine) did not say they have no brick and mortar stores. But for all intents and purposes, they have 0 stores.
  - exclusiv 9y ago
    It did. You edited it. Then in your reply above you still remain stubborn with "for all intents and purposes". Amazon has brick and mortar and expanding it's part of their strategy. I'm not saying it's a big piece of their business right now. No need to adjust your statements semantically and go back and forth because you weren't accurate in your prior claim. Furthermore - you said "Walmart's model is to have a store in every town in America". Amazon wants a piece of that $480 B in revenue too. You can't steal all of that revenue by only being online.
    - giarc 9y ago
      I didn't edit it. Please don't sink to the level of putting words in people's mouths.
      - exclusiv 9y ago
        Well you did edit it with the parens and you are the one sinking to putting words in my mouth and being dishonest so it's just an impasse I guess.