Amazon adds perishable foods to same-day delivery to take on Instacart, Walmart
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Telsey on Amazon.com (AMZN): 'should continue to gain market share'
August 13, 2025 1:17 PM EDTTelsey analyst Joseph Feldman reiterated an Outperform rating and $265.00 price target on Amazon.com (NASDAQ: AMZN)
The analyst comments "TAG View: Overall, this expansion to offer same-day delivery of perishable groceries creates a one-stop shop for an array of customer needs. Importantly, we believe this is a strong move for Amazon, deepening relationships with and share of wallet among its Prime member... More
Evercore ISI: 'Going Bananas Over AMZN's Grocery Growth Potential'
August 13, 2025 12:51 PM EDTEvercore ISI analyst Mark Mahaney reiterated an Outperform rating and $280.00 price target on Amazon.com (NASDAQ: AMZN).
The analyst comments "Strategic Implications: This deepens AMZNs customer engagement by strengthening a high-frequency purchase category into the Prime ecosystem, increasing stickiness and customer lifetime value. The... More
Mizuho Reiterates Outperform Rating on Walmart (WMT)
August 13, 2025 10:22 AM EDTMizuho analyst David Bellinger reiterated an Outperform rating and $115.00 price target on Walmart (NYSE: WMT).
The analyst comments "Walmart (WMT) shares are trading lower this morning on news of Amazon (AMZN) turning on free same-day delivery for fresh groceries. The new initiative is... More
