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Amazon will reportedly soon sell its own private-label groceries

techcrunch.com

21–30 of 114 posts

Re: Amazon will reportedly soon sell its own private-label groceries

#21

I went ahead and put a trailing stop loss $5K short position on Amazon a couple days ago. I'm of the opinion Amazon is an amazing scam. http://investmentresearchdynamics.com/amazondotcon/

Couldn't you back up that claim without sending us a self?-plugging link?

We're a bunch of clever geeks here, not Youtube commenters. People don't fall for that as easily.

Re: Amazon will reportedly soon sell its own private-label groceries

#22

I went ahead and put a trailing stop loss $5K short position on Amazon a couple days ago. I'm of the opinion Amazon is an amazing scam. http://investmentresearchdynamics.com/amazondotcon/

Fanbois are downvoting me but this headline illustrates how Amazon operates. They pump the PR and press cycle to get a pop and work it for all it's worth for cash extraction to insiders. Their accounting practices are enron level egregious. This is going to blow up at some point.

* Though I must add apology that this is a rather low information post with a low quality link. Mr. Kranzler details elsewhere in his feed the extent to which Amazon abuses GAAP.

Re: Amazon will reportedly soon sell its own private-label groceries

#23

I went ahead and put a trailing stop loss $5K short position on Amazon a couple days ago. I'm of the opinion Amazon is an amazing scam. http://investmentresearchdynamics.com/amazondotcon/

Couldn't you back up that claim without sending us a self?-plugging link? We're a bunch of clever geeks here, not Youtube commenters. People don't fall for that as easily.

I am not Mr. Kranzler. I just read his work.

Re: Amazon will reportedly soon sell its own private-label groceries

#24
post #3

Most grocery stores have their own brands, even the small to medium regional stores. So this should not come as a surprise that a large store will develop its own brand. What I do want to see is the packaging. Most items are meant to be sat on shelves, and displayed to the consumers. But Amazon items won't need to sit on store shelves (just distribution centers) and don't need the packaging to sell themselves. Will A…

As a kid, the grocery store's generic brand came in yellow boxes with black letter that stated what was in the box (e.g. "Corn Flakes"). There were no other markings. I can't see Amazon letting a cereal box sit in front of someone while they eat and not try to sell them a Kindle.

That sounds like loblaws/superstore's "no name" brand: http://imgur.com/aEkQBfx

It's actually a really great instantly recognizable brand, for all its generic-ness.

Re: Amazon will reportedly soon sell its own private-label groceries

#25
post #13
post #8

I cannot foresee how this will play out in the long term for the end consumer. In the short term, consumers get a whole lot of convenience and lower prices. What happens after a large chunk of other stores have gone out of business? How would any new player even approach entering the market? It almost seems impossible unless Amazon systematically screws up and leaves a gap for someone to exploit.

I believe they will compete more with Aldi and not regular grocery stores that offer everything. As long as grocery stores still offer fresh fruit, meat, deli, florist etc...I will go there. If I need a box of cereal I will spend the extra $.50 for the convenience. But on a day I just need basic necesities, Aldi or Amazon here I come!

It seems like Amazon will be in a better position to offer fresh products in the long term than a grocery store.

Re: Amazon will reportedly soon sell its own private-label groceries

#26

I went ahead and put a trailing stop loss $5K short position on Amazon a couple days ago. I'm of the opinion Amazon is an amazing scam. http://investmentresearchdynamics.com/amazondotcon/

That has to be the scammiest looking website I have seen in a while. Send money to a random paypal account and you get a report?

Re: Amazon will reportedly soon sell its own private-label groceries

#27
post #26

I went ahead and put a trailing stop loss $5K short position on Amazon a couple days ago. I'm of the opinion Amazon is an amazing scam. http://investmentresearchdynamics.com/amazondotcon/

That has to be the scammiest looking website I have seen in a while. Send money to a random paypal account and you get a report?

Yeah, yeah, it was an ill considered link and too short a post. I've had three drinks. Shoot me. I stand by it.

I don't care to re-summarize the important stuff. I dunno maybe this link is better:

http://investmentwatchblog.com/dave-kranzler-amazon-com-a-gi...

I'm quite sure that AMZN stinks and is a tasty short. If you're net long via index funds or whatever it's a very smart hedge that will probably score you a new car even if the wider market doesn't blow up.

Re: Amazon will reportedly soon sell its own private-label groceries

#28

Earlier quoted context omitted.

As a kid, the grocery store's generic brand came in yellow boxes with black letter that stated what was in the box (e.g. "Corn Flakes"). There were no other markings. I can't see Amazon letting a cereal box sit in front of someone while they eat and not try to sell them a Kindle.

That sounds like loblaws/superstore's "no name" brand: http://imgur.com/aEkQBfx It's actually a really great instantly recognizable brand, for all its generic-ness.

hey look, it's https://xkcd.com/993 in the real world!

Re: Amazon will reportedly soon sell its own private-label groceries

#29
post #3

Most grocery stores have their own brands, even the small to medium regional stores. So this should not come as a surprise that a large store will develop its own brand. What I do want to see is the packaging. Most items are meant to be sat on shelves, and displayed to the consumers. But Amazon items won't need to sit on store shelves (just distribution centers) and don't need the packaging to sell themselves. Will A…

They already have "Frustration Free Packaging" for some of their own products and for some other brands: https://www.amazon.com/frustration-free

Re: Amazon will reportedly soon sell its own private-label groceries

#30

Earlier quoted context omitted.

As a kid, the grocery store's generic brand came in yellow boxes with black letter that stated what was in the box (e.g. "Corn Flakes"). There were no other markings. I can't see Amazon letting a cereal box sit in front of someone while they eat and not try to sell them a Kindle.

That sounds like loblaws/superstore's "no name" brand: http://imgur.com/aEkQBfx It's actually a really great instantly recognizable brand, for all its generic-ness.

Ah, good ol' Sans Nom. So generic that it becomes unique.
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