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2021-12-25
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This Amazon Segment Is Poised to Reaccelerate in 2022
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The decline was most significant in its main online retail business. Total online store sales grew just 3% over the year-ago period. Meanwhile, growth in third-party seller services -- that is, for other businesses which sell on the Amazon platform vs. Amazon's own goods -- slowed to 18% from 53% a year ago.</p>\n<p>But as Amazon moves through the busy fourth quarter and gears up for 2022, there's reason to believe its third-party seller services will see a reacceleration from the second half of 2021. Here's why investors should expect good things from this valuable business segment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0c5b17143e81a157c78334f7d25ee52\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Adjusting a robot in an Amazon warehouse. Image source: Amazon.</span></p>\n<h2><b>Working through the bottlenecks</b></h2>\n<p>Since the start of the pandemic in the spring of 2020, Amazon has faced severe capacity constraints in moving items from its warehouse to customers' doorsteps. So it's been working hard to increase the size and capabilities of its warehouse and fulfillment network as well as hire new workers.</p>\n<p>Amazon has more than doubled its fulfillment network footprint. It has also added over 628,000 permanent jobs since the start of the pandemic and an additional 150,000 seasonal workers for this quarter. Still, Amazon remained capacity-constrained through the first half of the year -- unable to do as much business as it might if it had even more workers and warehouse space.</p>\n<p>There's good news for investors, though. For the first time since the start of the pandemic, \"labor became our primary capacity constraint, not storage space or fulfillment capacity,\" Chief Financial Officer Brian Olsavsky told analysts on Amazon's third-quarter earnings call.</p>\n<p>If Amazon can keep some of its seasonal workers on permanently, it should be able to work through the labor shortage as well. That means more capacity for third-party sellers in its warehouses, which should fuel greater adoption of its fulfillment services.</p>\n<h2><b>A price hike</b></h2>\n<p>Amazon will also institute a price increase for its fulfillment services in early 2022. Merchants will pay up to 12% more in fees on some of the inventory that Amazon holds and ships for them from its warehouses. In addition, merchants will have to pay higher storage fees if inventory sits on Amazon's warehouse shelves during non-peak months. There are several other fee increases going into effect throughout 2022 as well.</p>\n<p>Amazon says it postponed many fee hikes since the start of the pandemic -- and those it did institute were kept to a minimum. Now that Amazon is better able to offer faster and more convenient service again, it feels it can justify a price hike.</p>\n<p>The fee increases will help cover Amazon's wage increase, which included hundreds of thousands of workers and could result in a 50% jump in the labor cost per unit, according to <b><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a></b> analyst Brian Nowak. So a single-digit percentage increase in fulfillment service fees won't completely offset those costs, but it will certainly help.</p>\n<h2><b>What it means for investors</b></h2>\n<p>Third-party seller services are Amazon's second-largest revenue source after online sales of Amazon's own goods. But the operating margin on third-party services is likely much higher. That's because Amazon doesn't pay for the inventory and merely takes a commission off the top of each sale.</p>\n<p>As revenue growth from third-party seller services accelerates in 2022, operating profit should begin to grow once again. After watching several quarters of increased investments in fulfillment capacity and labor, shareholders of the FAANG stock should start to see their investments pay off.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Amazon Segment Is Poised to Reaccelerate in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Amazon Segment Is Poised to Reaccelerate in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 16:25 GMT+8 <a href=https://www.fool.com/investing/2021/12/23/amazon-segment-is-poised-to-reaccelerate-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon (NASDAQ:AMZN) saw a significant slowdown in revenue growth in the third quarter. The decline was most significant in its main online retail business. Total online store sales grew just 3% over ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/23/amazon-segment-is-poised-to-reaccelerate-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","AMZN":"亚马逊","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","BK4538":"云计算","BK4554":"元宇宙及AR概念","BK4559":"巴菲特持仓","BK4122":"互联网与直销零售","BK4535":"淡马锡持仓","BK4548":"巴美列捷福持仓","BK4527":"明星科技股","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4561":"索罗斯持仓","BK4507":"流媒体概念"},"source_url":"https://www.fool.com/investing/2021/12/23/amazon-segment-is-poised-to-reaccelerate-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193414254","content_text":"Amazon (NASDAQ:AMZN) saw a significant slowdown in revenue growth in the third quarter. The decline was most significant in its main online retail business. Total online store sales grew just 3% over the year-ago period. Meanwhile, growth in third-party seller services -- that is, for other businesses which sell on the Amazon platform vs. Amazon's own goods -- slowed to 18% from 53% a year ago.\nBut as Amazon moves through the busy fourth quarter and gears up for 2022, there's reason to believe its third-party seller services will see a reacceleration from the second half of 2021. Here's why investors should expect good things from this valuable business segment.\nAdjusting a robot in an Amazon warehouse. Image source: Amazon.\nWorking through the bottlenecks\nSince the start of the pandemic in the spring of 2020, Amazon has faced severe capacity constraints in moving items from its warehouse to customers' doorsteps. So it's been working hard to increase the size and capabilities of its warehouse and fulfillment network as well as hire new workers.\nAmazon has more than doubled its fulfillment network footprint. It has also added over 628,000 permanent jobs since the start of the pandemic and an additional 150,000 seasonal workers for this quarter. Still, Amazon remained capacity-constrained through the first half of the year -- unable to do as much business as it might if it had even more workers and warehouse space.\nThere's good news for investors, though. For the first time since the start of the pandemic, \"labor became our primary capacity constraint, not storage space or fulfillment capacity,\" Chief Financial Officer Brian Olsavsky told analysts on Amazon's third-quarter earnings call.\nIf Amazon can keep some of its seasonal workers on permanently, it should be able to work through the labor shortage as well. That means more capacity for third-party sellers in its warehouses, which should fuel greater adoption of its fulfillment services.\nA price hike\nAmazon will also institute a price increase for its fulfillment services in early 2022. Merchants will pay up to 12% more in fees on some of the inventory that Amazon holds and ships for them from its warehouses. In addition, merchants will have to pay higher storage fees if inventory sits on Amazon's warehouse shelves during non-peak months. There are several other fee increases going into effect throughout 2022 as well.\nAmazon says it postponed many fee hikes since the start of the pandemic -- and those it did institute were kept to a minimum. Now that Amazon is better able to offer faster and more convenient service again, it feels it can justify a price hike.\nThe fee increases will help cover Amazon's wage increase, which included hundreds of thousands of workers and could result in a 50% jump in the labor cost per unit, according to Morgan Stanley analyst Brian Nowak. So a single-digit percentage increase in fulfillment service fees won't completely offset those costs, but it will certainly help.\nWhat it means for investors\nThird-party seller services are Amazon's second-largest revenue source after online sales of Amazon's own goods. But the operating margin on third-party services is likely much higher. That's because Amazon doesn't pay for the inventory and merely takes a commission off the top of each sale.\nAs revenue growth from third-party seller services accelerates in 2022, operating profit should begin to grow once again. After watching several quarters of increased investments in fulfillment capacity and labor, shareholders of the FAANG stock should start to see their investments pay off.","news_type":1},"isVote":1,"tweetType":1,"viewCount":920,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":7,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/698676748"}
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