AMZN Retail & IP Company Learning Journeys
Update: 2024-01-23
Description
In this podcast, we explore our new content format "IP Company Learning Journeys" which curates In Practise primary research.
Each journey (accessible here) provides a framework through which to navigate and consume insights from our library on a given company.
This episode focuses on how we curated our work on Amazon's retail business including:
How a unit flows through AMZN’s network from supplier, inbound, through the network to the customer
Structural differences in AMZN fulfillment network design vs 3P carriers and how this impacts variable cost per shipment
A seller’s perspective of the economics selling via FBA and FBM
How to decouple the AMZN Retail P&L from consolidated numbers and estimate underlying retail FCF
Endemic and non-endemic advertising across Amazon and the long-run opportunity
Each journey (accessible here) provides a framework through which to navigate and consume insights from our library on a given company.
This episode focuses on how we curated our work on Amazon's retail business including:
How a unit flows through AMZN’s network from supplier, inbound, through the network to the customer
Structural differences in AMZN fulfillment network design vs 3P carriers and how this impacts variable cost per shipment
A seller’s perspective of the economics selling via FBA and FBM
How to decouple the AMZN Retail P&L from consolidated numbers and estimate underlying retail FCF
Endemic and non-endemic advertising across Amazon and the long-run opportunity
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