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> Have they really saturated and squeezed all they can out of digital? They have about half of US online retail. Returns on expansion probably get a lot smalle

> Have they really saturated and squeezed all they can out of digital? They have about half of US online retail. Returns on expansion probably get a lot smaller at that point.

mtgx 8y ago
Yes, but you're thinking local. Amazon could go global. It's still pretty tiny in most other countries. Not that I'm looking forward to a global e-commerce company, just saying that would probably be a better strategy for them.
- kamaal 8y ago
  >>Amazon could go global. Amazon is already global. In India they are now competing with the likes of Walmart and Flipkart. And India is a huge market, not just for their ecommerce buisiness, but also for other offerings like aws and prime.
SomewhatLikely 8y ago
But online retail is still small compared to all retail.
- bonesss 8y ago
  And Amazons entry into retail foreshadows an awesome and terrifying hybrid online/real-world juggernaut who can use its drones & delivery fleet to get your cheapo purchases to its stores as you're finishing up shopping, or bring it all back to your place along with your groceries if you want to go out for dinner, all under the umbrella of an integrated subscription service.