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Amazon Industry Analysis

Main Competitors

Online and offline retailers of Producers, publishers and


Tools to search and purchase
products which Amazon does distributors of physical or
products or online services
not offer digital products

Producers of digital
campaigns, sale services, Cloud-based infrastructure Electronic products at the
customer service and payment products consumer level
processing

Logistics and delivery services


for themselves or third
companies at either retail or
online level
Suprinsingly Diverse Revenue Base
NET REVENUE BY SEGMENT (%) (Q3 2018)
Online Stores Third-Party seller services
Amazon Web services Physical Stores

4%
7%
• Most of its revenues focused around the Retail Sector
8%
• Online Stores (51%)
• Third Party Seller Services (18%)
• Physical Stores (8%) 12%
51%
෍ = 𝟕𝟕%

• Analysis of Five Forces focused on the Retail Sector.


18%
Porter’s Five Forces Analysis Threat Of
Substitute
Products
Very High
Shift of shopping
• Threat of Substitute products and Industry Rivalry habits produced a
wave of physical
retailers turning
lead as main threats for the company digital

• Differentiation key to maintain a strong position in


Bargaining Industry
the sector Bargaining
Power Of Rivalry Power of Buyers
Suppliers
• Amazon is currently a cost leader. Low
High Medium
Number of competitors Moderated by
Easy for amazon to
• It has reduced the sales price while making substitute current
and alternatives to the
platform is in constant
customer service and
Prime Subscription
suppliers growth
profits.
• Development of economies of scale
• Biggest competitors in the industry: Threat of New
Entrants
• Walmart Low-Medium
Constant acquisition of
“possible future
• Alibaba Group competitors”
Dificulties to create
• EBay customer base and
brand image
Ratio Comparison I

77.81%
2.35x

68.47%
2.22x

1.93x

1.54x

36.72%
32.19%
1.08x

25.59%

25.04%
24.01%
0.89x
0.78x

18.81%
5.46%

3.29%
0.21x

1.63%

0.67%
Alibaba Ebay Amazon Walmart Ebay Alibaba Walmart Amazon
Current Ratio Quick Ratio Gross Profit Margin Operating Margin Net Margin
Ratio Comparison II
ROE ROA

Alibaba 28.23% Alibaba 17.65%

Walmart 20.44% Ebay 8.64%

Ebay 18.92% Walmart 7.83%

Amazon 4.63% Amazon 1.03%

ROIC

Alibaba 17.01%

Walmart 13.21%

Ebay 10.97%

Amazon 3.72%