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Jason & Scot Show Episode 317 Amazon Q4 and 2023 Results

Retail Geek

Episode Summary: In this episode, Jason Goldberg and Scot Wingo dive deep into Amazon’s fourth-quarter results for 2023, analyzing the company’s performance in various segments such as retail, offline and online sales, marketplace, AWS, and advertising. package in the US (the first reduction in cost to serve since 2018).

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Jason & Scot Show Episode 309 Instacart IPO Filing

Retail Geek

That works those cohorts stick and then they can work on the economics because that’s gonna bring more advertisers per order because the more average more orders and more. GTV is going to bring more cpgs in that want to advertise against that then you could argue accelerating Revenue growth accelerating profitable unit economics.