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  • techstrategy techstrategy Apr 25, 2013 5:47 PM Flag

    Tomorrow we will see which analysts are honest and rigorous...

    At least some started asking better questions about shipping cost. None pointed out that GROSS shipping as a % of net sales was increasing. While one asked whether the quarters were comparable in terms of Prime revenue transfers being included, he failed to ask if Prime revenue transfers were an equivalent fraction of the gross shipping cost (because of Prime growth, it is reasonable to ascertain that it is now a HIGHER percentage).

    Maybe someone will start to do the math on total fulfillment and gross shipping cost (which cannot be manipulated) growing so rapidly. It flies in the face of the story, because the reality is that none of what Amazon has done with the buildout addresses the real challenge, which is the last mile...

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