In this audio-only analysis, we explore Amazon.com's structural advantages including:
Why there is a negative narrative from investors around Amazon's retail business
Amazon.com distribution structure vs traditional brick-and-mortar retailers
Structural cost advantages baked into Amazon's model 
What cost line items are driving Amazon Retail's operating loss and recent improvement

In this audio-only analysis, we explore Amazon.com's structural advantages including: Why there is a negative narrative from investors around Amazon's retail business Amazon.com distribution structure vs traditional brick-and-mortar retailers Structural cost advantages baked into Amazon's model What cost line items are driving Amazon Retail's operating loss and recent improvement

Amazon.com Structural Advantages vs Traditional Retail

IP Fieldwork is a podcast hosted by In Practise, an investment research platform for fundamental investors. This podcast is focused on the art of primary research. How can investors have better conversations with industry executives to learn more effectively? How can we check our biases? Ultimately, how can we build conviction and disprove our hypotheses through primary research? Disclaimer: This interviews are for informational purposes only and should not be relied upon as a basis for investment decisions.

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Amazon.com Structural Advantages vs Traditional Retail

Amazon.com Structural Advantages vs Traditional Retail