Archive - Amazon Days

May 2025

April 2025

Who rules perception rules the world

Trump shooting the messenger on tariff price communication at Amazon

Apr 30 •

Meta comes for retail media

How will the Social Network's move affect the market players?

Apr 23 •

The WHY NOT company

My take on Amazon's 2024 Shareholder Letter

Apr 16 •

Why Amazon will suffer LESS from tariffs

Retail media improves, while AWS and .com see less impact than stock price implies

Apr 9 •

Will Amazon’s AI shopping bot catch on?

Incremental for consumers and advertisers in shopping, but not in healthcare

Apr 2 •

March 2025

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