Amazon.com - Post Coronavirus (COVID-19) Company impact
Summary
Amazon.com’s wide geographical reach and presence across essential and non-essential categories will aid sales in H2 2020
Absence of physical stores makes online pureplay more resilient, but Amazon’s limited presence in Asia prevents capitalization on faster recovery of consumer confidence
The post coronavirus (COVID-19) company impact report analyses the impact of the COVID-19 outbreak on Amazon & its future prospects.
Scope
Reasons to Buy
Summary
Amazon.com’s wide geographical reach and presence across essential and non-essential categories will aid sales in H2 2020
Absence of physical stores makes online pureplay more resilient, but Amazon’s limited presence in Asia prevents capitalization on faster recovery of consumer confidence
The post coronavirus (COVID-19) company impact report analyses the impact of the COVID-19 outbreak on Amazon & its future prospects.
Scope
- Many of the trends brought about by COVID-19 have been beneficial to Amazon, especially the shift in spending from stores to online.
- On the sales front, Amazon had a fantastic Q1 2020, with total net revenue up by over 26%. Within this, product sales rose by 22% and service sales by 32%.
- Like many other players in the sector, Amazon is having to spend far more to keep operations running in a safe and sustainable way.
Reasons to Buy
- Use our revised 2020 forecast for Amazon to understand how it will perform this year.
- Use our charts to review how Amazon's sales are split by region globally and how these regions have been impacted by COVID-19.
- Use our in-depth analysis to review how Amazon has responded to COVID-19 and how this will affect its performance.
Table of Contents
- Executive Summary
- Amazon's exposure to COVID-19
- Amazon's operational responses to COVID-19
- Key findings
- Key conclusions
- Geographic spread analysis - COVID 19 vs Amazon Group Sales
- Global & regional impact
- Impact score for Amazon versus competitors
- Financials for Amazon versus competitors
- Revised 2020 revenue forecast
- Amazon’s exposure
- Indications from Stock Price and Influencers
- Company reaction
- Indications from recruitment trends
- Warehouse and staff safety
- Capacity expansion
- Appendix
- Methodology
List of Figures
- Spread of COVID-19 - confirmed cases, number in treatment, recoveries and deaths.
- Countries/ regions affected by COVID-19
- Spread of Amazon group sales in 2019
- COVID-19 global impact score for Amazon versus competitors
- Amazon global revenue and year on year growth 2015-2020
- Amazon exposure: by region vs regional impact levels
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Amazon
- Walmart
- JD.com
- Alibaba
- Kroger
- The Home Depot
- Walgreen Boots Alliance
- Target
