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Amazon fails to explain AWS relative underperformance

Yesterday I wrote, "Amazon famously doesn't care what it reports from quarter to quarter, but as a shareholder, I certainly do".

Boy, is that biting me in the ass this morning. Amazon looks set to open 8% lower despite yet another quarter of...

Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
$AMZN
earnings
Members Only
a
Expectations are high for Amazon tonight. Here's what to expect

Amazon famously doesn't care what it reports from quarter to quarter, but as a shareholder, I certainly do.

With the Everything Store set to report tonight on the heels of blockbusters from Microsoft and Meta, and $AMZN shares underperforming...

Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
$AMZN
earnings
Members Only