The Amazon Story Virtually No One is Telling…
By: Greg Maxwell
You would never know it looking at this building…
But right now a convoy of vans and trucks are leaving warehouses just like it…
An entire swarm of semi-trailers, delivery vans, motorbikes, bicycles… even electric scooters…
And it may spell trouble for American e-commerce behemoths like Amazon in Australia…
You see, despite shovelling huge wads of investment dollars… and putting finishing touches on the country's largest ever warehouse in western Sydney…
Amazon's record breaking state of the art facility… as big as 24 rugby league fields and containing groundbreaking robotics and AI technology…
Could be late to the party.
Because by the time that monstrous building is ready to go into action…
Amazon may be in for a rude shock…
Now, if you've noticed a traffic jam of delivery vans in your street lately…
Like little red trucks from Coles, green ones from Woolworths…
Not to mention the convoy of vans from Australia Post , DHL, StarTrack and Toll…
… you're not alone…
Despite spending billions and dominating the market around the world…
When it comes to e-commerce… Amazon isn't the only game in town anymore.
Especially when it comes to the explosion in home delivered… everything!
Thanks to a tidal wave of demand in the last couple of years… In what McKinsey describes as a "Decade in days…" moment we've seen ecommerce explode even faster and more permanently than many thought possible.
And that demand is seeing regular "brick and mortar" businesses working at lightning speed to adapt to a world where consumers need products delivered to their door… in record time.
… Myer is breaking ground on a massive new distribution centre in Victoria just to handle the surge in online sales.
… Woolworths is plunking down billions on state of the art distribution centres all around the country.
… Australia Post is even converting QANTAS passenger planes just to handle the mountains of parcels from small business cargo.
With some of Australia's biggest and most established companies pouring in billions – it's easy to see how this new world of "home delivered everything" is driving investment dollars as they scramble to dominate.
And it's at times of great market disruption – where companies are all battling for retail supremacy – that could turn into one of the greatest opportunities in our investing lifetime.
Forbes says it's "arguably the most permanent industry shift resulting from the pandemic".
Meaning, right now could be the exact time to act and take advantage of this monumental shift.
A shift where new innovative upstarts have the potential to dominate the market for years to come.
At The Motley Fool we're seeing innovative companies creating tremendous value for the savvy investors who know where to look right now…
And just so you know… this isn't the first time we've followed ground breaking trends and recommended our members buy shares during some big market shifts…
Like when we,
… Saw huge growth ahead for ecommerce and picked Amazon in February 2012 at US$178.89… Since then it's grown 29% per year. (Total return 2,461%)
… Recognised the incoming innovation and demand in business travel and recommended Corporate Travel Management in August 2012 at just $1.97 a share… Since then it's grown 17% per annum. (That's a total return of 617%)
… Seized on the opportunity with sleep technology and tipped our subscribers onto Resmed in May 2013 at just $4.47 a share. That's grown 20% per year since…
Of course not every stock pick does as well, however our entire track record is laid bare for all to see inside our service. (including all our losers)
And while there are never any guarantees when it comes to investing – we're very proud of our track record and being able to help Aussie investors keep on top of groundbreaking market trends…
… and take control of their financial future.
And to help these savvy investors pounce on what we see as a massive and timely opportunity… Our investment team at Motley Fool Share Advisor has put together an exclusive report called "Beyond Amazon".
In this research, you'll discover the names of the four ASX stocks we think have the potential to carve out their own special slice of what is anticipated to be a $91.5 billion market in three years.
I urge you to see all the facts for yourself behind this seismic market shift right now.
Enter your email address and click the link below to see how you can claim this report.
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Returns as of 26 December 2024. Motley Fool contributor Greg Maxwell has no position in any of the stocks mentioned. John Mackey, CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Amazon and ResMed Inc. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has recommended ResMed. The Motley Fool Australia has positions in and has recommended COLESGROUP DEF SET and ResMed Inc. The Motley Fool Australia has recommended Amazon and Corporate Travel Management Limited. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. For more information about The Motley Fool see our Financial Services Guide. All returns cited are hypothetical and based on the percentage change between the stock price at the time of recommendation and the current or sell price (if the position has been closed) at the time of publication. Brokerage, taxes and any other associated costs are not taken into account. Please remember that investments can go up and down. Past performance is not necessarily indicative of future returns. Performance figures are not intended to be a forecast and The Motley Fool does not guarantee the performance of, or returns on any investment. Any money back guarantee is strictly limited to the subscription price paid for the product.
