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Amazon and Disruption in Retail and Logistics


Thursday, March 14, 2019 at 11:00 am EDT | 3:00 pm GMT

On March 14, CFRA hosted a webinar where our leading equity analysts discussed Amazon and its disruption of the retail and logistics areas.

During this session, participants learned: 

  • CFRA's views on Amazon, with a focus on retail and logistics - areas where the company has demonstrated market leadership
  • CFRA's analysis of certain categories and companies within the retail segment and their positioning given Amazon's broad dominance, including the companies that are the most and least vulnerable, and why
  • Basics about the business of logistics, why Amazon sees this area as so strategically critical, and how incumbents are competing in the era of Amazon


Presented by:

  • Tuna Amobi, Director and Industry Analyst, CFRA
  • Camilla Yanushevsky, Equity Research Analyst, CFRA
  • Jim Corridore, Director of Industrials Equity Research, CFRA


Moderated by:

  • Kenneth Leon, Director of Equity Research, CFRA