The Amazon Threat: AMZN, BBBY, BBY, GNC, WSM, SPLS

TMT, Consumer


Publicly traded companies mentioned herein: Amazon.com (AMZN), Bed Bath & Beyond, Inc. (BBBY), Best Buy Co Inc (BBY), Dick’s Sporting Goods (DKS), GNC Holdings Inc (GNC), Williams-Sonoma Inc (WSM), Staples Inc (SPLS)

Highlights

Amazon (AMZN) has been a hugely disruptive force in a variety of sectors over the past decade. The presenter’s top-down work on the future impact Amazon (AMZN) could have on retailers led him to debate whether the better opportunity is to be long shares of AMZN, or short retailers it impacts. He said he chose the latter, and outlined his thesis as follows:

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Idea Discussion

Commentor 1 - 2 weeks ago

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