Client Letters: Amazon Earnings and Linkfest
Client Letters Commerce Canal Client Letters Commerce Canal

Client Letters: Amazon Earnings and Linkfest

The return to double-digit growth is encouraging. However, the continued weakness in international, overstocked position and weak forecast leads us to remain cautious in Q4. We do believe Amazon will position for a “clean” Q1 in inventory through aggressive markdowns as they prepare for further slowing in AWS.

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