Amazon.Com Inc

$AMZN retail has scale and distribution advantages over other e-commerce players, yet is still unprofitable. How are the 2nd through 10th strongest players in e-commerce supposed to compete? How long will it take the industry to consolidate and for e-commerce as an industry to have positive margins?

I think Amazon eCom business is highly affected by investments in the delivery network. I don‘t see real margins for Amazon in the core eCom business, but more in the marketplace & delivery service business. Companies like Etsy or InPost that are focusing on these businesses are able to be highly profitable. But also companies like Revoltion Race ($RVRC) that only focus on a eCom D2C business while building a brand are able to show good margins in their business. But Amazon itself will not be able to build such a brand imo 

Leon

Is e-commerce a good business?

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