Nomura Securities Maintains a 'Neutral' on Amazon.com (AMZN); An Analysis of the Private Label Opportunity

Nomura Securities maintains a 'Neutral' on Amazon.com (NASDAQ: AMZN) price target of $220.00.

Nomura analyst, Brian Nowak, said, "We recently initiated coverage of Amazon.com with our primary concern surrounding the margin pressure from Amazon simultaneously investing in all three of its key platforms. In this note, we analyze the potential margin benefit of Amazon working to further develop a private label program. Building out and scaling a private label brand may take a couple of years, but we estimate that every 200bp of incremental private label business within Amazon’s revenue mix would add ~15bp to Amazon’s CSOI margins."

For an analyst ratings summary and ratings history on Amazon.com click here. For more ratings news on Amazon.com click here.

Shares of Amazon.com closed at $189.25 yesterday.

---

Serious News for Serious Traders! Try StreetInsider.com Premium Free!

---

You May Also Be Interested In

• Active options: AMZN NFLX HTZ MSTR NBIS PLTR SNDK CRWV MSFT ONDS ORCL CSCO
• BofA forecasts July retail sales drop of 0.4% on Prime Day shift
• Piper Sandler Reiterates Overweight Rating on Estee Lauder (EL), 'F4Q26 Preview'