This Amazon Segment Is Poised to Reaccelerate in 2022_老虎社区_美港股上老虎

This Amazon Segment Is Poised to Reaccelerate in 2022

Motley Fool2021-12-24

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 ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

nick220
·2021-12-27
Izit
回复
1
举报
koolgal
·2021-12-27
Amazon is The Most Powerful Online Retailer in the world! And it is still growing exponentially! It is also in cloud computing, online TV subscription services. With Omicron spreading like fire recently, Amazon online business should expand even more! Go Amazon! 🚀🚀🚀🌙🌙🌙
回复
20
举报
收起
- Nym:
  Agreed
  2021-12-27
  回复
  举报
- koolgal:
  Thanks
  2021-12-27
  回复
  举报
- 3f585b4d:
  👍
  2021-12-27
  回复
  举报
查看更多 2 条评论
SilentWarrio
·2021-12-25
Cool...
回复
1
举报
77663629
·2021-12-25
Amazon greater than Baba
回复
2
举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2193414254?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-12-24 16:25","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2193414254","market":"us","top_or_hot":-1,"title":"This Amazon Segment Is Poised to Reaccelerate in 2022","media":"Motley Fool","content":"<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/\">网页链接</a>\n\n</div>\n","source":"fool_stock","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&nbsp;&nbsp;&nbsp;<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/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4551","symbol_name":"寇图资本持仓","start_time":0,"source_url":"https://www.fool.com/investing/2021/12/23/amazon-segment-is-poised-to-reaccelerate-in-2022/","article_id":"2193414254","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2193414254","pubTimestamp":1640334300,"columns":[],"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"The company is still working through some big bottlenecks, but 2022 is looking strong.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4551":"寇图资本持仓","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4548":"巴美列捷福持仓","BK4561":"索罗斯持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4538":"云计算","AMZN":"亚马逊","BK4559":"巴菲特持仓","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","BK4122":"互联网与直销零售"},"translate_title":"亚马逊的这一细分市场将在2022年再次加速","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":0.9},"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.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":698741139,"gmtCreate":1640564844194,"gmtModify":1640564941990,"author":{"id":"4090813896055390","authorId":"4090813896055390","name":"nick220","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4090813896055390","authorIdStr":"4090813896055390"},"htmlText":"Izit","listText":"Izit","text":"Izit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698741139","repostId":2193414254,"repostType":2,"repost":{"id":"2193414254","kind":"highlight","pubTimestamp":1640334300,"share":"https://www.laohu8.com/m/news/2193414254?lang=&edition=full","pubTime":"2021-12-24 16:25","market":"us","language":"en","title":"This Amazon Segment Is Poised to Reaccelerate in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2193414254","media":"Motley Fool","summary":"The company is still working through some big bottlenecks, but 2022 is looking strong.","content":"<p><b>Amazon</b> (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.</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&nbsp;&nbsp;&nbsp;<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":{"BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4561":"索罗斯持仓","BK4507":"流媒体概念","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4538":"云计算","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4122":"互联网与直销零售","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","AMZN":"亚马逊","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","BK4548":"巴美列捷福持仓"},"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,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":698749659,"gmtCreate":1640564625199,"gmtModify":1640567388271,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"htmlText":"Amazon is The Most Powerful Online Retailer in the world!&nbsp; And it is still growing exponentially!&nbsp; It is also in cloud computing, online TV&nbsp;subscription services.&nbsp; With Omicron spreading like fire recently, Amazon online business should expand even more!&nbsp; Go Amazon! 🚀🚀🚀🌙🌙🌙","listText":"Amazon is The Most Powerful Online Retailer in the world!&nbsp; And it is still growing exponentially!&nbsp; It is also in cloud computing, online TV&nbsp;subscription services.&nbsp; With Omicron spreading like fire recently, Amazon online business should expand even more!&nbsp; Go Amazon! 🚀🚀🚀🌙🌙🌙","text":"Amazon is The Most Powerful Online Retailer in the world! And it is still growing exponentially! It is also in cloud computing, online TV subscription services. With Omicron spreading like fire recently, Amazon online business should expand even more! Go Amazon! 🚀🚀🚀🌙🌙🌙","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":20,"commentSize":19,"repostSize":0,"link":"https://laohu8.com/post/698749659","repostId":2193414254,"repostType":2,"repost":{"id":"2193414254","kind":"highlight","pubTimestamp":1640334300,"share":"https://www.laohu8.com/m/news/2193414254?lang=&edition=full","pubTime":"2021-12-24 16:25","market":"us","language":"en","title":"This Amazon Segment Is Poised to Reaccelerate in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2193414254","media":"Motley Fool","summary":"The company is still working through some big bottlenecks, but 2022 is looking strong.","content":"<p><b>Amazon</b> (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.</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&nbsp;&nbsp;&nbsp;<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":{"BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4561":"索罗斯持仓","BK4507":"流媒体概念","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4538":"云计算","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4122":"互联网与直销零售","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","AMZN":"亚马逊","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","BK4548":"巴美列捷福持仓"},"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,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7119326,"gmtCreate":1640609089473,"gmtModify":1640609089573,"authorId":4092877447691470,"author":{"id":4092877447691470,"idStr":"4092877447691470","authorId":4092877447691470,"name":"Nym","avatar":"https://static.tigerbbs.com/dd6210412ff7e9f06d7e7308e61dcdc1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":698749659,"type":1,"supId":0,"prevId":0,"content":"<u>Agreed</u>","text":"<u>Agreed</u>","html":"<u>Agreed</u>"},{"id":7117227,"gmtCreate":1640581043229,"gmtModify":1640581043229,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":698749659,"type":1,"supId":7117166,"prevId":0,"content":"Thanks","text":"Thanks","html":"Thanks"},{"id":7117166,"gmtCreate":1640580498343,"gmtModify":1640580498438,"authorId":4094345516143680,"author":{"id":4094345516143680,"idStr":"4094345516143680","authorId":4094345516143680,"name":"3f585b4d","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":698749659,"type":1,"supId":0,"prevId":0,"content":"👍","text":"👍","html":"👍"},{"id":7116548,"gmtCreate":1640574020079,"gmtModify":1640574201815,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":698749659,"type":1,"supId":7115097,"prevId":0,"content":"Yes Amazon is cash rich and investing in their infrastructure for the future. It is going to be so exciting for Amazon especially <u>2022.</u>","text":"Yes Amazon is cash rich and investing in their infrastructure for the future. It is going to be so exciting for Amazon especially <u>2022.</u>","html":"Yes Amazon is cash rich and investing in their infrastructure for the future. It is going to be so exciting for Amazon especially <u>2022.</u>"},{"id":7116538,"gmtCreate":1640573948238,"gmtModify":1640573948238,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":698749659,"type":1,"supId":7115114,"prevId":0,"content":"Yes exciting new developments are in store for Amazon for next year including brick &amp; mortar stores.","text":"Yes exciting new developments are in store for Amazon for next year including brick &amp; mortar stores.","html":"Yes exciting new developments are in store for Amazon for next year including brick &amp; mortar stores."}],"langContent":"CN"},{"id":698676748,"gmtCreate":1640395305288,"gmtModify":1640395305788,"author":{"id":"3580689210488653","authorId":"3580689210488653","name":"SilentWarrio","avatar":"https://static.tigerbbs.com/c904a9b7d64fe6eb5230d2a57a74ffee","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3580689210488653","authorIdStr":"3580689210488653"},"htmlText":"Cool...","listText":"Cool...","text":"Cool...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698676748","repostId":2193414254,"repostType":4,"repost":{"id":"2193414254","kind":"highlight","pubTimestamp":1640334300,"share":"https://www.laohu8.com/m/news/2193414254?lang=&edition=full","pubTime":"2021-12-24 16:25","market":"us","language":"en","title":"This Amazon Segment Is Poised to Reaccelerate in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2193414254","media":"Motley Fool","summary":"The company is still working through some big bottlenecks, but 2022 is looking strong.","content":"<p><b>Amazon</b> (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.</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&nbsp;&nbsp;&nbsp;<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":{"BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4561":"索罗斯持仓","BK4507":"流媒体概念","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4538":"云计算","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4122":"互联网与直销零售","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","AMZN":"亚马逊","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","BK4548":"巴美列捷福持仓"},"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,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":698626525,"gmtCreate":1640389526975,"gmtModify":1640389527781,"author":{"id":"3585109808495850","authorId":"3585109808495850","name":"77663629","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3585109808495850","authorIdStr":"3585109808495850"},"htmlText":"Amazon greater than Baba","listText":"Amazon greater than Baba","text":"Amazon greater than Baba","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698626525","repostId":2193414254,"repostType":4,"repost":{"id":"2193414254","kind":"highlight","pubTimestamp":1640334300,"share":"https://www.laohu8.com/m/news/2193414254?lang=&edition=full","pubTime":"2021-12-24 16:25","market":"us","language":"en","title":"This Amazon Segment Is Poised to Reaccelerate in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2193414254","media":"Motley Fool","summary":"The company is still working through some big bottlenecks, but 2022 is looking strong.","content":"<p><b>Amazon</b> (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.</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&nbsp;&nbsp;&nbsp;<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":{"BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4561":"索罗斯持仓","BK4507":"流媒体概念","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4538":"云计算","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4122":"互联网与直销零售","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","AMZN":"亚马逊","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","BK4548":"巴美列捷福持仓"},"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,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":30,"commentSize":4,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}