Why Delivery Giants Walmart, Amazon, FedEx & UPS even Deal with Collapsing EV Startups: EV SPAC Canoo is the Latest by Wolf Richter • Jul 12, 2022 • 194 Comments Scaring legacy automakers into finally producing electric cargo vans is like pulling teeth.
The Costs of Surviving in Ecommerce by Wolf Richter • Dec 26, 2019 • 94 Comments Ecommerce Knocked it Out of the Ballpark this Holiday Shopping Season, But Investments by Retailers Are Huge & Will Get Huger.
How Amazon Gains Control & Domination by Wolf Richter • Dec 25, 2019 • 123 Comments Amazon takes over the last mile and everything else.
THE WOLF STREET REPORT: How Amazon Gains Control & Domination by Wolf Richter • Dec 22, 2019 • 123 Comments Amazon takes over the last mile and everything else.
Murky Business of Chinese Merchandise on Amazon’s US Site by Wolf Richter • Nov 11, 2019 • 130 Comments Its China team “saw increasing patterns of fraud, counterfeits and unsafe products.” But US consumers have no clue where the sellers are and where the products came from.
Brick-and-Mortar Meltdown Gets Costly for Big Retailers, and Results May Vary by Wolf Richter • Jun 19, 2019 • 46 Comments Ecommerce and globalization of retail crush distribution channels, wholesalers, local retailers, large retailers, prices, and margins.
Walmart’s Desperate $3.3 Billion Acquisition of Jet.com Fails. But it Now Discloses its US Online Sales, and They’re Big by Wolf Richter • Jun 13, 2019 • 60 Comments Ecommerce is an existential threat to Walmart, and it’s furiously trying to get on top of it, whatever the cost may be.
Whole Foods’ Existential Threat? by John McNellis • Apr 12, 2019 • 108 Comments “Amazon’s plunge into the $800 billion US grocery industry posed an existential threat to rivals”: CNN, August 2018. So let’s see.
Worried about Costs & Slowdown? Amazon Scuttles HQ2 Altogether, Plunges NY City Real Estate Industry “Into Despair” by Wolf Richter • Feb 14, 2019 • 142 Comments Prudent cost-cutting move artfully dressed up as response to local politicians that had railed against the $3-billion corporate welfare package.
FANGMAN Stocks Plunge 4.4% Today, Down $905 Billion, or 20%, since Aug. 31 by Wolf Richter • Nov 19, 2018 • 131 Comments It gets costly when the entire market depends on a handful of over-hyped mega-caps.
