Issue No. 59: IRCE, Macy’s, CGI Burgers, and Steph Curry’s Very Bad Day

A LAST WORD: GROSS PROFIT MARGINS πŸ“ˆ; STOCK PRICE πŸ“ˆ

tumblr_o8kiqqJeym1qaujk2o1_1280

Furthering my theory that Amazon will begin acquiring fashion retailers who’ve focused on eCommerce as their primary distribution method, the average margin of a publicly traded apparel retail brand (see: $RL, $Lulu) is 58%. This is a full 24 pts higher than Amazon’s existing margins.

In recent months, Amazon has begun to roll out their in-house, consumer packaged goods as the Bezos-led company works to continue the eCommerce giant’s swift rise in market cap. The company is now trading at ~$720/share and is worth nearly $390B.

See more of the issue here.

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.