The "A" Word and These 2 Other Factors Can Unlock Amazon Shares - Evercore ISI

Investing.com2023-08-01

Ahead of its earnings on Thursday of this week, Evercore ISI analysts are listing three factors that could unlock value in Amazon (NASDAQ:AMZN), including the "A-word."First, as Amazon compares ...

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Please sign in or upgrade to SI Premium to view.)","collect":0,"end_time":0,"defaultTopTitle":"streetinsider.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AMZN":"亚马逊"},"translate_title":"“A”字和这两个其他因素可以打开亚马逊股票-Evercore ISI","themeId":"3e24a06b134544b39ea5a7e60150983f","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":1},"content_text":"Ahead of its earnings on Thursday of this week, Evercore ISI analysts are listing three factors that could unlock value in Amazon (NASDAQ:AMZN), including the \"A-word.\"First, as Amazon compares against the substantial cost spikes experienced in 2022, there will be a rebound in retail margins. This recovery will be facilitated by the restoration of capacity utilization and the implementation of newfound efficiencies resulting from regionalization in Amazon's retail operations. They anticipate observing tangible evidence of this development in the Q2 report.The second aspect is tied to a recovery in retail sales. This resurgence is partially supported by recent indicative data on retail sales. Additionally, the firm's \"Shipping Elasticity\" analysis suggests that faster shipping leads to quicker shopping, further contributing to the potential recovery. They anticipate the Q2 report might present evidence supporting this hypothesis.The third factor to consider is the acceleration of AWS revenue growth. This, according to the analysts, is the \"A-word\". Brian Olsavsky, the CFO, will be closely followed for an utterance of the \"A-word.\" Both the firm and the market anticipate a year-over-year AWS revenue growth of 9%-11% in Q2. They believe that the pace revealed for July will likely align with Q2's growth. The crucial question lies in whether management hints at AWS experiencing revenue growth acceleration starting from Q3, driven by the optimization cycle, AI workloads, and easing comparisons. 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