Amazon is the Tom Brady of Retail

Amazon is the Tom Brady of Retail

Let me just point out the obvious here, Amazon is entering GOAT retail brand territory. While NFL ratings may be slumping with Tom Brady as one of its last marketable assets, for Amazon, things never looked better.

Amazon's star QB also has a name, and she doesn't even lose her voice in the real world.

Amazon's Q4 results show just how spectacular a holiday season it had. Amazon basically won the superbowl of Holiday shopping.

Amazon.com, Inc. (AMZN) is now at 1,440.78 if you can believe it. It's destined to become the second Trillion dollar company after Apple.

Amazon Prime raked in 4M trials in one holiday week. Do you want to follow Amazon News, just follow Sarah Perez on TechCrunch and Daphne Howland on Retail Dive.

Mobile shopping this year was up nearly 70%, and Amazon earned 55% of Black Friday online orders. The popularity of the Wish app is also a true barometer of mobile shopping ubiquity. It turns out shopping online is pretty fun, and not just in stores.

Shopping is so fun, the likes of Snapchat, Ebay and Mashable are launching shoppable content. A plethora of new social apps that facilitate new ways to shop are coming to market, witness the teen-centric app Yeay. New apps that combine retail, branding, influencers and altcoins could disrupt mobile commerce in the years to come.

With Alexa, Amazon Prime users will be spending more in 2018. Voice activated shopping means how we even shop mobile is changing. Between Amazon's AR view to its new 10-dollar or less discount site, mobile commerce is quickly evolving.

The company's much-touted Alexa was used much more this holiday season for a variety of tasks. If Google Home devices sold in the area of 6 million this Holiday season, Alexa operated devices probably sold in the area of 3x to 4x as many. Amazon just said it sold "tens of millions" of devices. Smart speaker penetration when you add Apple, Samsung and others to the mix, will be incredibly high even by 2019.

Amazon is entering GOAT territory in retail, and like Tom Brady, there's no sign of them slowing down.

With Amazon Prime members spending around double what Non-prime members spend, you have to realize how Amazon will win the future of advertising. If a Facebook user in North America is about $25.00 for the company, the average U.S. Prime customer is worth closer to $1,300. As Amazon makes more of a social play, and as Alexa becomes even more ubiquitous (smart glasses), we can expect more retail Holiday wins from Amazon for the Prime Team.

And, we're all invited in that A-Z game plan.

Amazon Q4 Results

Amazon reported earnings of $3.75 per share and revenue of $60.5 billion for the fourth quarter. Fourth-quarter revenue rose 38% from the year-ago period.

Amazon's cloud-computing revenue income soared 38%. It's HQ2 public relations RFP story garned millions of views in free traffic, as cities battled it out now down to the top 20.

According to analysts, top-line results beat Wall Street's expectation and the bottom line crushed the consensus estimate.

So much for a good fourth quarter, Tom Brady didn't win the Superbowl, but he already has five championships. For Amazon, the fun is just beginning.

Hagar Sudha

Lead Product Manager - Boeing | IIM-B | Wharton | Product Strategy & Innovation

7y

Good one Michael !

Like
Reply
Lisa Goller, MBA

🔥 Retail tech marketing that wins clients & builds trust 🏆 Top Retail Expert 2025 🛍 RetailWire BrainTrust panelist 🎯 AI, retail media, SaaS

7y

Great summary, Michael. Jeff Bezos is certainly "in it to win it." Along with Alibaba and JD.com (and AI investments), Amazon is creating lofty standards for the future of global retail.

Like
Reply
Jean-Francois Monfette

Digital Growth & Analytics Insights

7y

So the future of retail is gaining market share by selling a lot of stuff at a loss, while surviving because of an unrelated cloud computing business ?

Michael Spencer

A.I. Writer, researcher and curator - full-time Newsletter publication manager.

7y

Jeff Weiner this is how Amazon wins.

Guy Tetreault

Founder and President of Spiritual Adventure.net | Entrepreneur, writer, speaker and online teacher

7y

Again, you help us to see the future Thanks Note... Please check your 2 links... Shopping is so fun, the likes of Snapchat, Ebay and Mashable are launching shoppable content. A plethora of new social apps that facilitate new ways to shop are

Like
Reply

To view or add a comment, sign in

More articles by Michael Spencer

  • What is Vibe Coding?

    What is Vibe Coding?

    Good Morning, Get access to my best and complete work for less than $2 a week with premium access. I’m noticing two…

    18 Comments
  • TSMC "kisses the Ring" in Trump Chip Fab Announcement

    TSMC "kisses the Ring" in Trump Chip Fab Announcement

    Good Morning, To get the best of my content, for less than $2 a week become a premium subscriber. In the history of the…

    7 Comments
  • GPT-4.5 is Not a Frontier Model

    GPT-4.5 is Not a Frontier Model

    To get my best content for less than $2 a week, subscribe here. Guys, we have to talk! OpenAI in the big picture is a…

    14 Comments
  • On why LLMs cannot truly reason

    On why LLMs cannot truly reason

    🌟 In partnership with HubSpot 📈 HubSpot Integrate tools on HubSpot The HubSpot Developer Platform allows thousands of…

    3 Comments
  • Can AI Lead us to Enlightenment?

    Can AI Lead us to Enlightenment?

    This is a guest post by Chad Woodford, JD, MA, to read the entire thing read the original published today here. For…

    13 Comments
  • Apple is a Stargate Too for American Jobs and R&D 🍎

    Apple is a Stargate Too for American Jobs and R&D 🍎

    Apple's $500 Billion Investment Plan in the U.S.

    5 Comments
  • OpenAI o3 Deep Research vs. Google Gemini Deep Research

    OpenAI o3 Deep Research vs. Google Gemini Deep Research

    Good Morning, A whole lot of Deep Research, as we wait for Anthropic and OpenAI models like GPT-4.5.

    4 Comments
  • AI Capex, DeepSeek and Nvidia's Monster on the Horizon 🐉

    AI Capex, DeepSeek and Nvidia's Monster on the Horizon 🐉

    This is a guest post by the folk at the Pragmatic Optimist. To get access to my best work, consider a Paid subscription…

    5 Comments
  • Key to Using Perplexity for Intelligent Search

    Key to Using Perplexity for Intelligent Search

    Mastering Perplexity AI: Your Guide to the Future of Intelligent Search Hello there, This is a guest post by Nick…

    15 Comments
  • Google, OpenAI, DeepSeek Battle it out in AI

    Google, OpenAI, DeepSeek Battle it out in AI

    Good morning, To get access to the best of my work, consider subscribing for less than $2 a week. While DeepSeek felt…

    18 Comments

Insights from the community

Others also viewed

Explore topics