Added to YB: 2025-05-13
Pitch date: 2025-05-08
AMZN [neutral]
Amazon.com, Inc.
+16.97%
current return
Author Info
No bio for this author
Company Info
Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally.
Market Cap
$2.5T
Pitch Price
$193.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.24
P/E
32.54
EV/Sales
3.66
Sector
Broadline Retail
Category
N/A
Tariff Scenario: Chinese Manufacturers, Consumers, and Amazon’s Margins at Risk
$AMZN (tariff update): Expert says substantial 1P/3P inventory is China-sourced (esp clothing), but food/baby/care rarely. In 100% tariff scenario, burden splits: Chinese manufacturers absorb ~40-50%, consumers ~50%, Amazon ~10% (1P) or ad revenue hit (3P). Chinese sellers treat Amazon as arbitrage opportunity with thin margins vs US brands' high-ad categories.
Read full article (2 min)