Amazon Benefits Asymmetrically as Retail Grows

The Census Bureau just reported great news for Amazon.com (Nasdaq: AMZN). Better monthly retail sales were reported for August than economists expected. But that’s good news for the entire industry right? Wrong! Not while Amazon.com continues to steal market share from brick and mortar stores, as is evident in the asymmetric performance of retailers across the spectrum and the suddenly exposed excess capacity in the retail industry. See the full report here, Good News for Amazon.