亚马逊:经过它的主要原因

2019年11月7日格雷格多乐

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纽约人最近在亚马逊的故事(纽约证券交易所:amzn.) titled ‘Is Amazon Unstoppable?’ The piece positions Amazon as a process company, not a retailer, stating that “last year, it collected a hundred and twenty-two billion dollars from online retail sales, and another forty-two billion by helping other firms sell and ship their own goods. The company collected twenty-six billion dollars from its Web-services division, which has little to do with selling things to consumers, and fourteen billion more from people who sign up for such subscription services as Amazon Prime or Kindle Unlimited. Amazon is estimated to have taken in hundreds of millions of dollars from selling the Echo. Seventeen billion came from sales at such brick-and-mortar stores as Whole Foods. And then there’s ten billion from ad sales and other activities too numerous to list in financial filings.” I used to describe Amazon as a transaction platform. In reality, about a third of their revenues and a much higher percentage of their profits are coming from activities outside their core online retail transaction engine. As the纽约人条文国家“没有其他技术公司尽可能多的无关,就像亚马逊这样的规模。”

基本问题是:亚马逊的核心零售业务实际上是继续茁壮成长吗?我们最近学习“亚马逊:过去的素数”发现,亚马逊可能开始失去消费者的光泽。

亚马逊从许多竞争对手的大量优势中获益,它来自意外的来源:美国政府。美国税收抵免和豁免亚马逊获得支持其Juggernaut增长的关键。根据vox.,亚马逊通过投资他们的利润来管理税收负担,以恢复其未来利润。亚马逊告诉了华尔街日报去年,“因为我们处于低保证金行业并投资于创新和基础设施,我们并没有作为其他科技公司的税前利润,所以我们的税收较低。”

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