It's time for massive M&As.
Jeff Bezos has confirmed Amazon’s growth is slowing
71–80 of 110 posts
Re: Jeff Bezos has confirmed Amazon’s growth is slowing
#72Re: Jeff Bezos has confirmed Amazon’s growth is slowing
#73I'm curious if acquisitions impact the rate of growth, Amazon has been on a buying spree these past couple of years.
they finally stagnated. the site is still as unusable as when I first used it. Search and categories are complete garbage. The listings that breakdown price (e.g. $/unit or $/Gb or $/ounce) are a inconsistent mess in the same search result, sometimes showing different units for the same product from two sellers! and I still have no idea if a listing will be OK or from a seller worse thab ebay.
>> the site is still as unusable as when I first used it.
Maybe it's true, but is there someone better ? with a better search ? more valuable reviews ? As wide selection ?
Re: Jeff Bezos has confirmed Amazon’s growth is slowing
#74Earlier quoted context omitted.
Because the stock price has factored in the growth. A slow down in growth means the stock price has to come down. It is bad news for the stock holders.
> Because the stock price has factored in the growth. A slow down in growth means the stock price has to come down. Not necessarily. Maybe the market has factored in a slow-down in growth.
But then it would not be news, and TC wouldn’t be writing articles about it, and we wouldn’t be here discussing it.
Re: Jeff Bezos has confirmed Amazon’s growth is slowing
#75Don't investors realize that mathematically, a business cannot grow at the same rate forever?
Not with that attitude ;)
Re: Jeff Bezos has confirmed Amazon’s growth is slowing
#76Earlier quoted context omitted.
> Because the stock price has factored in the growth. A slow down in growth means the stock price has to come down. Not necessarily. Maybe the market has factored in a slow-down in growth.
But then it would not be news, and TC wouldn’t be writing articles about it, and we wouldn’t be here discussing it.
This shouldn't be news. Amazon is a multi-billion dollar business that has been growing at phenomenal rates. Of course its growth is slowing.
Re: Jeff Bezos has confirmed Amazon’s growth is slowing
#77I think the poor management of 3rd party sellers is at least part of it. I've had several bad experiences with slow shipping, "out of stock" after the sale, items very much not as described, counterfeits, etc. And crazy bad support from those sellers...English bad enough that I couldn't understand the response. I now only buy a very specific subset of what I used to buy there.
I had small, but good experience with 3rd party sellers: next day shipping, free ship from coast to coast. It highly depends from seller, guess.
Re: Jeff Bezos has confirmed Amazon’s growth is slowing
#78Earlier quoted context omitted.
"Search and categories are complete garbage." I'm consulting in the pet space, if you search for 'Mousr' which is the name of a very cool pet toy brand that they carry - you get PC mouses (ie 'Mouse'). Not the brand 'Mousr'. So basically their 'spell correct' 'Mousr->Mouse' utterly and completely overrides the notion that the users wanted to in fact input 'Mousr' to get that product. Instead, in order to find the pro…
It is completely reasonable to optimize for the vast majority typing 'mouse' and potentially misspelling it. Also "mousr petronics" shows up as the 1st choice in the autocomplete when typing "mousr". This is probably one of those products that can and should have its own website and sell from there or link directly to Amazon instead.
Hits on trademarks, proper nouns, product names, etc should be boosted.
Re: Jeff Bezos has confirmed Amazon’s growth is slowing
#79I think the poor management of 3rd party sellers is at least part of it. I've had several bad experiences with slow shipping, "out of stock" after the sale, items very much not as described, counterfeits, etc. And crazy bad support from those sellers...English bad enough that I couldn't understand the response. I now only buy a very specific subset of what I used to buy there.
I had small, but good experience with 3rd party sellers: next day shipping, free ship from coast to coast. It highly depends from seller, guess.
Amazon has raised the bar to the point that poor experiences that happen under the aegis of the Amazon brand are unacceptable.
Re: Jeff Bezos has confirmed Amazon’s growth is slowing
#80Don't investors realize that mathematically, a business cannot grow at the same rate forever?
Of course they do, they just value you differently. When companies announce slower growth it impacts their valuation because it impacts the discounted value of their future cash flows.
Exactly. You can think of the stock close price as having two components:current value + expected future value (of cash flows).
If a company grows more slowly, you’ll see the 2nd decrease, but the first will stay the same.