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Research
Publication Date: 01 Nov 2018 - By Robert P. By Robert P.Equity Fundamental Equity EU Consumer
Qualitative Concerns
- Amazon is growing market share in Europe and is on the continent for the long haul. Rolling out distribution centers and new services
- Fighting against deflationary pressures that are a natural part of consumer electronics in addition to enhanced pricing pressure
- Faces country-specific competitors in certain countries, including Italy – 2nd largest
- Online is not incremental but rather cannibalistic to offline shopping