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
