Despite concerns that unlimited online ‘shelf space’ would remove large incumbent brands’ protection from small challenger brands, “most shoppers still only purchase from listings on the first page where big brands dominate,” according to Dibadj, thanks to their investment in sponsored listings and participation in Amazon programs such as Subscribe & Save and Dash. He sees Amazon increasingly pursuing sports streaming rights, making Prime membership increasingly compelling and sticky to subscribers.Ĭonsumer Products: Analyst Ali Dibadj wrote that while Amazon has certainly increased competitive pricing pressure in the world of consumer packaged goods-which includes items such as packaged foods and beverages, toiletries, and diapers-big brands have held their own on the platform.
#Disrupting class amazon tv
(NFLX), however: “Prime Video only hurts Netflix if you believe a meaningful number of consumers will look at their Internet TV options and conclude ‘I don’t need Netflix, I have Amazon Prime, I’m good,’” wrote Juenger. Bernstein analyst Todd Juenger called Prime Video’s impact on traditional TV providers and Hollywood studios “undeniably bad,” accelerating cord-cutting and increasing the cost of acquiring creative talent and intellectual property. Media: Included in Prime membership is access to Prime Video, a streaming video offering that includes licensed and originally produced movies, TV shows, and other video entertainment. Visa and Mastercard appear more insulated since Amazon transactions are a small part of their sales and Amazon has shown its willingness to partner with Visa for its branded credit card. (MA) global payment volumes, a base of 2 million merchants and 100 million Prime subscribers, not to mention its ‘formidable’ tech prowess, Amazon could become a headache for PayPal in the long term.
With Amazon already responsible for up to 3% of (PYPL) or Alipay competitor by “rebranding its product, launching stored balance capabilities, and reportedly adding discounts to attract small retailers,” writes analyst Harshita Rawat. Payments: Amazon has made clear its desire to create a Here’s how the analysts see Amazon shaking up each of the following sectors: “After transforming Enterprise IT & Retail (& sending further shock waves through its Whole Foods acquisition), Amazon has set its eye on Payments, Logistics, Pharmacy, Media & Consumer Brands (among other sectors) over the last few years,” they wrote.
Today’s joint effort comes in at 61 pages. Together, the analysts have put out a combined 116 reports on Amazon across their sectors, the Bernstein team writes. Eleven equity analysts from Bernstein recently came together to take a swing at it, each offering their perspective on the impact that Amazon has and could have on the sectors they cover.
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