Amazon’s (AMZN) Whole Food’s explores building commercial kitchens

Amazon's (AMZN) Whole Foods Markets is exploring building off-site kitchens to supply food bars - WSJ

April 10, 2023 7:27 AM EDT

Amazon's (NASDAQ: AMZN) Whole Foods Markets is exploring building off-site kitchens to supply food bars, the Wall Street Journal reported citing people familiar with the matter.

would be a shift, as Amazon outsourced much of its food production to cut... More

Goldman Sachs estimates creator economy TAM of $250 billion

April 6, 2023 3:59 PM EDT

Goldman Sachs estimates that the creator economy currently represents a $250 billion TAM and has the potential to achieve a CAGR of approximately 14% from 2022 to 2027. This would result in a TAM of approximately $480B by 2027.

The bank identified 3 primary vehicles for monetization in the creator economy: (1) ad revenue sharing, particularly for ad-supported short-form videos; (2) brand-direct deals, including influencer and affiliate marketing, and (3) audience-directed monetization through tipping,... More

Top stocks to own in Q2 - Deutsche Bank

April 6, 2023 11:18 AM EDT

Deutsche Bank equity strategist Josh Ray on top stocks to own in Q2:

Consumer: EL, MNST, RHP, SKX, WMT, WYNN

Financials: PNC, REG, SCHW

Healthcare: ICLR, MCK, OPCH, SWAV

Industrials: ATR, BLD, BWA, DAL, DOW, ENPH, HON, PL, SBLK, WSC

TMT: AMT, AMZN, MKSI, MRVL, ORCL, SHOP, SQ, WBD, WMG

... More

Walmart (WMT), Wynn (WYNN) among 21 stocks added to DB Fresh Money List

April 6, 2023 10:30 AM EDT

Deutsche Bank released its Fresh Money Buy List for Q2. In the updated list, the firm presented 21 new and 11 refreshed ideas.

New ideas are in BOLD:

Consumer: EL, MNST, RHP, SKX, WMT, WYNN,Financials: PNC, REG,... More

Oppenheimer says 'layoffs are necessary' as they cut estimates at Amazon (AMZN)

April 6, 2023 8:20 AM EDT

Oppenheimer reiterated an Outperform rating on Amazon.com Inc. (NASDAQ: AMZN) but reduced their price target on the stock to $125.00 (From $135.00) after conducting a deep dive into the companys expenses. Following the investigation, analyst Jason Helfstein believes that the online retailer more layoffs are necessary for eCommerce to become meaningfully profitable.

Helfstein wrote in a note, We believe AMZN's 25% underperformance vs. Nasdaq LTM is... More

Amazon.com (AMZN) PT Lowered to $125 at Oppenheimer; 'Additional Headcount Reductions Needed'

April 6, 2023 7:47 AM EDT

(Updated - April 6, 2023 7:48 AM EDT)

Oppenheimer analyst Jason Helfstein lowered the price target on Amazon.com (NASDAQ: AMZN) to $125.00 (from $135.00) while maintaining a Outperform rating.

The analyst commented, "The analyst commented, "We believe AMZN's 25% underperformance vs. Nasdaq LTM... More

U.K. competition authority asks for comments regarding proposed Amazon-iRobot deal

April 6, 2023 7:39 AM EDT

By Scott Kanowsky

Investing.com -- The British competition watchdog has said it is asking for comments regarding Amazon's (NASDAQ: AMZN) proposed acquisition of Roomba-maker iRobot (NASDAQ: IRBT), becoming the latest antitrust regulator to scrutinize the $1.7 billion deal.

In a statement on... More

We estimate the creator economy currently represents a $250bn TAM - GS

April 6, 2023 5:35 AM EDT

Goldman Sachs analyst Eric Sheridan assesses the emerging creator economy: "We estimate the creator economy currently represents a $250bn TAM that can grow at a ~14% 22-27E CAGR to reach ~$480bn by 2027. This is based on the number of global creators growing at a ~14% 22-27E CAGR and an estimated... More