/ MAY RECAP AMAZON BRIEF Latest Business Developments + Recommendations featuring:
Jack O’Leary Head of Advisory, NA RETAIL INSIGHT [email protected] STRATEGY WEBCAST RETAIL INSIGHT Recent Content for Subscribers Amazon Brief Schedule
The June 2021 Amazon Brief will occur June 24th Latest Developments AGENDA Q1 2021 results impress
1 Q1 Results Global Net Sales (USD bil)
140 125.6 2 MGM Studios 120 108.5 96.1 3 Pharmacies 100 87.4 88.9 75.5 80 72.4 70.0 63.4 60.5 56.6 59.7 4 Drug Pricing 60 51.0 52.9 43.7 35.7 38.0 5 Diagnostics 40 20
6 Fresh + Go 0 1Q17 2Q17 3Q17 4Q17 1Q18 2Q18 3Q18 4Q18 1Q19 2Q19 3Q19 4Q19 1Q20 2Q20 3Q20 4Q20 1Q21 7 Prime Now ends Amazon Operating Income/Margin (USD bil) 8 New seller markets 10 10.0% 8.90
9 OTT reach 8 8.0% 6.87 6.19 5.84 6.0% 6 4.40 4.0% 3.70 3.80 3.90 3.99 4 3.00 3.10 3.16 2.0% 2.10 1.90 2 1.30 1.30 1.10 1.10 1.00 0.0% 0.51 0.59 0.46 0.41 0.58 0.63 0.18 0.08 0.15 0.26 0.35 0 -2.0% -0.03 -0.02 -0.54 -2 -4.0%
Operating Income Operating Margin Amazon Brief / May | 5 Source: Edge by Ascential AGENDA Amazon to acquire MGM studios for $8.5 billion
1 Q1 Results
2 MGM Studios Amazon's 10 Largest Acquistions (USD bil) 16 3 Pharmacies 13.70 14 4 Drug Pricing 12 5 Diagnostics 10 8.45 6 Fresh + Go 8 7 Prime Now ends 6 8 New seller markets 4
9 OTT reach 2 1.20 1.20 1.20 1.00 0.97 0.78 0.58 0.50 0 Whole MGM Ring Zappos Zoox PillPack Twitch Kiva Souq Quidsi Foods Systems
Amazon Brief / May | 6 Source: Edge by Ascential AGENDA Considering entering the physical pharmacy space
1 Q1 Results
2 MGM Studios
3 Pharmacies
4 Drug Pricing
5 Diagnostics
6 Fresh + Go
7 Prime Now ends
8 New seller markets
9 OTT reach
& standalone locations
Amazon Brief / May | 7 Source: Edge by Ascential AGENDA Amazon Pharmacy makes it easy to compare 1 Q1 Results medication prices
2 MGM Studios
3 Pharmacies
4 Drug Pricing
5 Diagnostics
6 Fresh + Go
7 Prime Now ends
8 New seller markets
9 OTT reach
Amazon Brief / May | 8 Source: Edge by Ascential AGENDA Launching at-home medical diagnostics, following other 1 Q1 Results retailers
2 MGM Studios
3 Pharmacies
4 Drug Pricing
5 Diagnostics
6 Fresh + Go
7 Prime Now ends
8 New seller markets
9 OTT reach
Amazon Brief / May | 9 Source: Edge by Ascential AGENDA Go Grocery to rebrand to Amazon Fresh
1 Q1 Results
2 MGM Studios
3 Pharmacies
4 Drug Pricing
5 Diagnostics
6 Fresh + Go
7 Prime Now ends
8 New seller markets
9 OTT reach
Amazon Brief / May | 10 Source: Edge by Ascential AGENDA Integrating Prime Now and phasing out the app
1 Q1 Results
2 MGM Studios
3 Pharmacies
4 Drug Pricing
5 Diagnostics
6 Fresh + Go
7 Prime Now ends
8 New seller markets
9 OTT reach
Amazon Brief / May | 11 Source: Edge by Ascential AGENDA Central Asian 3P sellers now approved to operate 1 Q1 Results directly
2 MGM Studios
3 Pharmacies
4 Drug Pricing
5 Diagnostics
6 Fresh + Go
7 Prime Now ends
8 New seller markets
9 OTT reach
Amazon Brief / May | 12 Source: Edge by Ascential AGENDA Ad-supported OTT offerings hit 120M monthly viewers
1 Q1 Results
2 MGM Studios Amazon OTT Properties, Millions MAUs 140 3 Pharmacies 120 4 Drug Pricing 120 5 Diagnostics 100 6 Fresh + Go
7 Prime Now ends 80
8 New seller markets 60 9 OTT reach
40 20 20
0 Jan-20 Jan-21
Amazon Brief / May | 13 Source: Edge by Ascential [email protected]
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