3 ms·
Amazon has built it's empire on 0% interest rates and have done little cost reductions so far. It has plenty of underused logistics space. Nobody actually kno
by thiago_fm 3y ago
Amazon has built it's empire on 0% interest rates and have done little cost reductions so far.
It has plenty of underused logistics space.
Nobody actually knows it's real bottom-line numbers once more automation and better usage of resources happens.
It might be bigger than any company Today, so ROI is kinda unknown so far, they've invested in mainly growth opportunities so far.
Also, Vietnam and other countries in development can be really profitable and a vehicle for growth. Check how $MELI is literally Amazon for latin america, despite Amazon being there.
There are still many growth opportunities for Amazon logistics, for example getting bigger into the B2B space etc.
- hef19898 3y agoI'd like to see a source on some of your claims, especially the unused warehouse space bit.
- thiago_fm 3y agosearch on Google, couple of news about it The logistics space in general is on the "bust" part of the cycle. Many companies also going bankrupt. Every company overbuilt during COVID, as demand were up +100% The same happened within the shipping industry and container prices
- hef19898 3y agoThat is, while somewhat true, such an over-simplyfication that it is wrong again... And container rates have absolotely zero to do with any over capacities Amazon has in their fulfillment network.