US retail

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 2, 2020 by Benedict Evans · across every show →

Everything said about US retail, oldest first

Nov 2, 2020 neutral

Assertion Supported

Evans: Amazon holds 40% of US e-commerce, but 15% of retail

“Amazon has probably 40% of US e-commerce, but e-commerce is sort of 15 to 20% of US retail.”

Benedict Evans Nov 2, 2020 ▶ 17:11 How do you destroy a tech monopoly?

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