2 posts and columns on Stephen Ju

Voices

Amazon: Now One-Third of All U.S. E-Commerce

in News on April 14, 2009 at 7:48 am PT

One online retailer to rule them all. Amazon.com could be responsible for close to a third of all U.S. e-commerce transactions, RBC Capital analyst Stephen Ju asserted in a research note this morning. Ju notes that Amazon’s reported revenues consist of a mix of gross revenues from its own businesses plus net third-party commissions.

Voices

Amazon: Fretting Over Margins

in News on January 13, 2009 at 11:40 am PT

The Street is suddenly concerned about pressure on gross margins at Amazon.com. The issue came up in two Street research notes this morning; while in the real world it takes three data points to declare a trend, I’ll settle for two.