AMZN - Amazon: The Logistics Footprint Continues To Evolve

2024-05-10 11:59:42 ET

Summary

• Strategic change within Amazon's logistics footprint has become a powerful driver of new growth.
• Amazon has been modernizing its supply chain, offloading older, costly warehouses in favor of newer assets located in new geographies.
• New facilities are driving efficiencies including higher units per box, reducing costs associated with materials and delivery.
• Recent earnings calls have hinted at the success of the transformation.

As America’s second largest retailer , Amazon ( AMZN ) needs no introduction. AMZN’s corporate footprint is expansive, touching every area of commerce. Their success as an e-commerce retailer continues to provide an extraordinary foundation for growth across each business unit. Today, AMZN’s businesses stretch far and wide, leading the charge beyond the next generation of retail.

AMZN’s continued expansion across other businesses, including Amazon Web Services, has diversified the company. However, e-commerce remains at the core of AMZN as an enterprise. Inexorable from AMZN’s success as an online retailer is their logistics footprint. In the post-pandemic era, AMZN has driven innovation across the industrial real estate world, becoming a considerable market mover....

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