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US retail industry

2 statements across 2 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 15, 2017 by Benedict Evans · across every show →

Everything said about US retail industry, oldest first

Jul 15, 2017 bullish
Assertion Supported
Evans: Amazon represents just 1% of the US retail market in 2014
“Incidentally, Amazon only has one percent of the entire US retail industry so far, so that opportunity has quite a way to go, so they probably won't bother making a profit. For quite a way as well.”
Benedict Evans Jul 15, 2017 ▶ 10:36 Mobile Is Eating the World, 2014
Jul 15, 2017 neutral
Assertion Supported
Evans: Amazon accounts for only 1.5% of US retail revenue
“Amazon only has about one and a half percent of the entire US retail industry by revenue excluding automotive and gasoline and things like that.”
Benedict Evans Jul 15, 2017 ▶ 23:49 Mobile Is Eating the World, 2015
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