Packages processed in AMZL Warehouse

Heavy Ordering at Amazon; Online Order Frequency; Boxed 4Q21 Results

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Brands are seeing heavy orders from Amazon: Over the last ~60-90 days, we have been hearing that Amazon has been ordering heavier than normal for a lot of vendors, bulking up its weeks-on-hand supply at Amazon fulfillment centers. The biggest driver to these heavier orders appears to be Amazon's improved capacity…

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Amazon the Largest Ad Buyer on Earth

AVN’s, World’s Largest Advertiser, FC Buildout

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Despite Amazon looking to be price competitive and offer the best assortment online, it is continuing to seek out the best terms from manufacturers. While each AVN experience is unique, a couple of commonalities stand out this year. First, several manufacturers have indicated Amazon appears more eager to wrap up…

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Amazon’s Results Highlight Marketplace, Prime and One Day

Amazon’s Growth, YouTube and Instagram, FC Investments

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Amazon’s 4Q19 results came in very strong, with 1P sales growing 15% Y/Y (vs. 22% last quarter) and 3P sales reaching 30% Y/Y (vs. 27% last quarter). This translates to an estimated $12B in gross merchandise value in N. America on a Y/Y basis. Much of what is driving this…

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